Services

Professional Services

Expert strategies to build a trade secret program. Secure, manage, and optimize your most important IP assets.

Key Phases

Phase 1: Current State Intellectual Property Analysis

Assess current trade secret and IP practices, including data access, protocols, and contract templates, to establish a clear baseline for improvement.

Phase 2: Future State & Implementation Roadmap

Define goals, create custom policies, and develop an education program, establishing a tailored roadmap for comprehensive trade secret protection.

Phase 3: Technology Implementation Preparation

Through our legal AI tool, we gather and organize necessary data, set permissions, and prepare user profiles and contracts for a seamless transition to enhanced IP security.

Phase 4: Technology Rollout

Deploy policies, conduct training, and implement workflows to ensure secure, sustainable management of trade secrets across the organization through our AI services for legal

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Tangibly makes litigation-grade management of finding trade secrets, describing trade secrets, and managing access to trade secrets look easy.

Matthew Wahlrab
Founder & CEO
Rapid Alpha

Overview

Audit Trade Secrets

Working with in-house or external patent attorney counsel, Tangibly assesses trade secret policies and procedures against best practices, delivering a report that highlights improvements for enhanced intellectual property (IP) security. This audit establishes a secure foundation by identifying strengths and areas for improvement.

Strengthen HR Procedures

To minimize trade secret infringement risks during onboarding and offboarding, Tangibly evaluates and improves HR workflows, ensuring comprehensive intellectual property protection throughout the employee lifecycle.

Educate and Train

Our team offers tailored training sessions to build awareness and ensure compliance with trade secret protection policies. This training supports a knowledgeable workforce aligned with the company’s IP goals.

Establish Legal AI Guidelines & Hygiene

Tangibly provides guidance on AI/ML tools to enhance confidentiality, ensuring policies and procedures are in place to mitigate risks to sensitive information and trade secret litigation. This service equips your team with practical strategies for managing legal AI systems without compromising security.

Gain Competitive Intelligence

Leveraging AI services for legal documentation comparison, our team delivers insightful reports comparing your trade secrets to industry benchmarks and competitors, providing actionable recommendations to maintain your competitive advantage. This approach gives you a clear picture of where you stand in relation to competitors.

Breakdown of Phases

Phase 1: Current State Analysis

This phase is an in-depth review of current practices around data access, physical and digital protocols, and trade secret knowledge. The analysis includes auditing key contract templates to assess trade secret protection levels, interviewing employees across functions, and generating a sample portfolio analysis through an intellectual property lookup. This phase results in a comprehensive risk and value assessment report that informs the implementation roadmap.

Phase 2: Future State & Implementation Roadmap

Building on the findings of Phase 1, this phase sets the foundation for your trade secret management program by defining key intellectual property policies, including custom trade secret and AI policies. We outline an employee education program and establish timelines and milestones for implementation. The deliverable is a roadmap document that details a tailored path for securing trade secrets across the organization.

Phase 3: Technology Implementation Preparation

In preparation for a full rollout, Tangibly works closely with your technology team to collect and integrate essential data, such as employee and contractor profiles, trade secrets, and partner information. Permissions are configured, users and contracts are loaded, and key technical preparations are made for seamless deployment.

Phase 4: Technology Rollout

The final phase puts all plans into action, deploying IP policies, training programs, and onboarding workflows. Tangibly provides training for both administrators and end-users, conducts interviews, and ensures documentation of ongoing processes. A progress report is delivered to management, confirming the successful internalization of trade secret management practices.

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