NDA-First Engagement
All engagements begin with a mutual NDA before any project materials are shared. No exceptions, including scoping calls where invention details may be discussed.
Confidentiality & compliance
Trust is part of the research method.
Pre-filing disclosures, litigation strategy and unreleased product details require disciplined handling from first contact through confirmed deletion.
Before day one
NDA first. No exceptions.
01Seven commitments
Security controls expressed in plain language.
The commitments below govern every engagement, including sensitive diligence, pre-filing work and contested matters.
No AI Training on Client Data
Client materials — including queries, invention disclosures, and deliverables — are never used to train any AI model, internal or third-party. Contractually committed in every engagement agreement.
AI Used Only on Public Sources
AI-assisted tools are used only to speed retrieval across public patent databases and literature, operating on search strategy built by our analysts — never on your confidential disclosure. Client invention material, draft claims and unpublished disclosures are not entered into any third-party or public AI system. The judgment that determines relevance is always made by a named human analyst.
Pre-Filing Confidentiality Protocol
Unfiled invention disclosures are not transmitted through third-party AI platforms. Separate handling protocol with role-based access limited to the assigned project team.
Analyst Confidentiality Agreements
Every analyst and reviewer signs an individual confidentiality agreement as a condition of employment. Access to client materials is role-based and logged.
ISO 27001 Certification: In Progress
Our information-security controls — access control, data isolation, encrypted transfer and retention — are documented and available to clients on request under NDA. ISO 27001 certification is in progress; we are not certified at this time and do not claim to be.
Secure File Transfer
All project materials exchanged through encrypted channels. No unencrypted email attachments for sensitive project documents or invention disclosures.
02Data handling commitment
The rules are documented in writing.
No AI training on your materials
Client materials — including unfiled invention disclosures — are never used to train any AI model, internal or third-party. Contractually committed in every engagement agreement.
No third-party AI for pre-filing disclosures
Pre-filing disclosures are not transmitted through third-party AI servers. Analysis of unpublished inventions is conducted in isolated, non-networked environments.
Full audit trail on request
All search queries, databases accessed, and analyst decisions are logged in a structured search summary. The methodology is reproducible. The audit trail is yours.
03Before work begins
NDA Before Day One
We sign a mutual NDA before any project materials are shared — not after. No project begins without an executed confidentiality agreement, and no materials are reviewed or stored prior to execution.
- Mutual NDA signed before first project call
- Conflict check run on every new client matter
- Separate data environments per client
- Deletion of materials upon project close, with confirmation
04Security standards
Current status, stated precisely.
ISO 27001 — certification in progress (not yet certified)Information security management. Current controls are documented and available on request under NDA.
GDPR-aligned data-handling practicesEU data protection principles
Conflict CheckCleared before every engagement
We don’t claim certifications we haven’t earned. Our current controls are documented and open to your security team’s review under NDA.
Review before engagement
Review our data handling agreement.
The controls and handling terms are available before any commitment is made.