BD Buddy

Publisher Attestation: The information on this page is based on a self-assessment report provided by the app developer on the security, compliance, and data handling practices followed by this app. Microsoft makes no guarantees regarding the accuracy of the information.

Last updated by the developer on: September 30, 2026

General information

Information provided by BD Buddy to Microsoft:

Information Response
App name BD Buddy
ID WA200012215
Office 365 clients supported Microsoft Teams
Partner company name BD Buddy
Company's website https://bdbuddy.ai
App's Terms of Use https://bdbuddy.ai/terms-and-conditions
Core functionality of the app BD Buddy is a multi-tenant business development and gamification SaaS platform for law firms. It empowers attorneys and legal teams with goal-driven campaigns, task libraries, BD coaching, an AI assistant, and integrations with Microsoft 365, Outlook, and Microsoft Teams to manage outreach, calendars, email drafting, and daily habit tracking.
Company headquarter location United States of America
App info page https://bdbuddy.ai
What is the hosting environment or service model used to run your app? Saas
Which hosting cloud providers does the app use? Aws
Is AI functionality part of the app�s core features or workflows? Yes
Online Service interfaces BD Buddy integrates with Microsoft Entra ID, Microsoft Graph, Outlook, Teams, and Bot Framework. Microsoft Entra ID handles OAuth 2.0/OIDC authentication, SSO, and admin consent. Microsoft Graph is used for user profiles, calendars, Outlook emails, and Teams messages. Bot Framework supports Teams bot messaging, notifications, Adaptive Cards, and webhooks. Teams deep links enable app installation and direct bot conversations.

Questions

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How the app handles data

This information has been provided by BD Buddy about how this app collects and stores organizational data and the control that your organization will have over the data the app collects.

Information Response
Does the app or underlying infrastructure process any data relating to a Microsoft customer or their device? Yes
What data is processed by your app? Processes user names, email addresses, Azure AD IDs, calendar view ranges, and Teams conversation metadata
Does the app support TLS 1.2 or higher? Yes
Does the app or underlying infrastructure store any Microsoft customer data? Yes
What data is stored in your databases? Stores user profiles, Azure AD Object IDs, encrypted OAuth integration tokens, and Teams conversation references
If underlying infastructure processes or stores Microsoft customer data, where is this data geographically stored? United States of America
Do you have an established data rentention and disposal process? No
How long is data retained after account termination? More than 90days
Do you have an established data access management process? Yes
Do you transfer customer data or customer content to third parties or sub-processors? Yes
Do you have data sharing agreements in place with any third party service you share Microsoft customer data with? No

Questions

Questions or updates to any of the information you see here? Contact us!

This information has been provided by BD Buddy about the security practices this app employs.

Information Response
Do you perform annual penetration testing on the app? Yes
Does the app have a documented disaster recovery plan, including a backup and restore strategy? Yes
Does your environment use traditional anti-malware protection or application controls? ApplicationControls
Do you have an established process for indentifying and risk ranking security vulnerabilities? Yes
Do you have a policy that governs your service level agreement (SLA) for applying patches? Yes
Do you carry out patch management activities according to your patching policy SLAs? Yes
Does your enviroment have any unsupported operating systems or software? No
Do you conduct quarterly vulnerability scanning on your app and the infastructure that supports it? Yes
Do you have a firewall installed on your external network boundary? Yes
Do you have an established change management process used to review and approve change requests before they are deployed to production? Yes
Is an additional person reviewing and approving all code change requests submitted to production by the original developer? Yes
Do secure coding practices take into account common vulnerability classes such as OWASP Top 10? Yes
Multifactor Authentication (MFA) enabled for: CodeRepositories, DNSManagement, Credential
Do you have an established process for provisioning, modification, and deletion of employee accounts? Yes
Do you have Intrusion Detection and Prevention (IDPS) software deployed at the perimeter of the network boundary supporting your app? Yes
Do you have event logging set up on all system components supporting your app? Yes
Are all logs reviewed on a regular cadence by human or automated tooling to detect potential security events? Yes
When a security event is detected are alerts automatically sent to an employee for triage? Yes
Do you have a formal information security risk management process established? Yes
Do you have a formal security incident response process documented and established? Yes
Do you report app or service data breaches to supervisory authorities and individuals affected by the breach within 72 hours of detection? Yes

Questions

Questions or updates to any of the information you see here? Contact us!

This information has been provided by BD Buddy regarding the compliance standards their app requires and has the certifications they have accomplished.

Information Response
Does the app comply with the Health Insurance Portability and Accounting Act (HIPAA)? N/A
Does the app comply with Health Information Trust Alliance, Common Security Framework (HITRUST CSF)? N/A
Has the organization achieved a Service Organization Controls (SOC 1) Certification? N/A
Has the organization achieved a Service Organization Controls (SOC 2) Certification? No
Has the organization achieved a Service Organization Controls (SOC 3) Certification? No
Do you carry out annual PCI DSS assessments against the app and its supporting environment? N/A
Is the app International Organization for Standardization (ISO 27001) certified? No
Does the app comply with International Organization for Standardization (ISO 27018)? N/A
Does the app comply with International Organization for Standardization (ISO 27017)? N/A
Does the app comply with International Organization for Standardization (ISO 27002)? N/A
Is the app Federal Risk and Authorization Management Program (FedRAMP) compliant? No
Does the app comply with Family Educational Rights and Privacy Act (FERPA)? N/A
Does the app comply with Children's Online Privacy Protection Act (COPPA)? N/A
Does the app comply with Sarbanes-Oxley Act (SOX)? N/A
Does the app comply with NIST 800-171? N/A
Has the app been Cloud Security Alliance (CSA Star) certified? No

Questions

Questions or updates to any of the information you see here? Contact us!

Information Response
Do you have GDPR or other privacy or data protection requirements or obligations (such as CCPA)? No

Questions

Questions or updates to any of the information you see here? Contact us!

Information Response
Does your application integrate with Microsoft identity platform (Microsoft Entra ID) for single-sign on, API access, etc.? Yes
Have you reviewed and complied with all applicable best practices outlined in the Microsoft identity platform integration checklist? Yes
Does your app use the latest version of MSAL (Microsoft Authentication Library) or Microsoft Identity Web for authentication? Yes
Does your app support Conditional Access policies? Yes
List the types of policies supported Multifactor Authentication (MFA), Compliant and Hybrid Azure AD Joined Device requirements, Trusted Named Locations / IP Range restrictions, User Risk and Sign-in Risk policies, Azure AD Session and Access Controls (enforced via Microsoft Identity Platform standard OAuth 2.0 / OIDC authentication flow)
Does your app support Continuous Access Evaluation (CAE) No
Does your app store any credentials in code? No
Apps and add-ins for Microsoft 365 might use additional Microsoft APIs outside of Microsoft Graph. Does your app or add-in use additional Microsoft APIs? Yes

Data access using Microsoft Graph

Graph Permission Permission Type Justification Microsoft Entra App ID
Calendars.ReadWrite delegated Required to read the attorney’s calendar schedule to identify availability, track BD meeting milestones, and help attorneys schedule business development activities and campaign target tasks. bc44ee52-e8df-439d-914e-b5bc50b89237
Mail.Read delegated Required to create and manage email drafts directly within the attorney's Outlook mailbox from the BD Buddy Content Center and campaign outreach templates. bc44ee52-e8df-439d-914e-b5bc50b89237
Mail.ReadWrite delegated Required to create and manage email drafts directly within the attorney's Outlook mailbox from the BD Buddy Content Center and campaign outreach templates. bc44ee52-e8df-439d-914e-b5bc50b89237
Mail.Send delegated Required to allow attorneys to send pre-approved client development outreach emails directly through their own authenticated Microsoft Exchange/Outlook account. bc44ee52-e8df-439d-914e-b5bc50b89237
User.Read delegated Required to authenticate the user, verify their identity against firm records, and retrieve basic profile information (name, email, avatar photo) for account bc44ee52-e8df-439d-914e-b5bc50b89237
offline_access delegated Required to securely refresh OAuth tokens in the background so automated campaign tasks and scheduled drafts remain synchronized without requiring repetitive re-authentication. bc44ee52-e8df-439d-914e-b5bc50b89237

This application does not have Additional APIs.

Questions

Questions or updates to any of the information you see here? Contact us!

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