Security by Design: How Patlytics Protects Sensitive IP Data

For patent professionals, security is of the utmost importance when shopping for new programs. Patent drafts, invention disclosures, litigation strategies, and prior art analyses represent just some of the most sensitive and high-stakes data an organization owns. Any compromise can carry legal, financial, and reputational consequences for a firm and its clients.

That’s why Patlytics is built with security by design, not as an afterthought. From industry-recognized certifications to strict data handling policies and continuous monitoring, Patlytics meets the standards expected by Am Law 100 firms, global enterprises, and security-conscious IP teams.

This post outlines how Patlytics approaches security and what those protections mean in practice for your organization.

Why Security Matters in Patent Workflows

Patent data is uniquely sensitive. Unlike many other business documents, patent materials often involve:

• Unpublished inventions
• Forward-looking R&D strategies
• Litigation and enforcement planning
• Confidential third-party materials

At the same time, modern patent workflows increasingly rely on cloud-based AI systems, raising understandable concerns around data privacy, retention, and access control.

Patlytics is designed to address these concerns directly, aligning with enterprise security frameworks while enabling modern, AI-powered patent work.

Industry-Recognized Security Certifications

Patlytics holds multiple internationally recognized security and governance certifications, providing independent validation of its security posture.

SOC 2 Type 2

SOC 2 Type 2 certification demonstrates that Patlytics’ systems and processes have been audited over time for compliance with the Trust Services Criteria, including security, availability, and confidentiality.

For customers, this means:

• Controls are not only designed properly, but operate effectively on an ongoing basis
• Independent auditors have verified how Patlytics protects customer data in real-world conditions
• The platform meets the security expectations of enterprise legal and IT teams

ISO 27001

ISO 27001 is the global standard for information security management systems (ISMS). Certification confirms that Patlytics follows a structured, risk-based approach to identifying, managing, and mitigating information security risks.

In practice, ISO 27001 ensures:

• Formal security governance and accountability
• Continuous risk assessment and improvement
• Clear policies for access control, incident response, and data protection

ISO 42001

ISO 42001 is a newer standard focused on AI management systems, addressing how organizations govern, monitor, and control AI technologies responsibly.

This certification is particularly relevant for AI-powered patent platforms. It signals that Patlytics:

• Implements controls around AI usage and model behavior
• Manages risks related to automation, transparency, and accountability
• Aligns AI development and deployment with responsible governance principles

Data Protection at Every Layer

Beyond certifications, Patlytics enforces strict technical safeguards to protect customer data throughout its lifecycle.

Encryption in Transit and at Rest

All customer data is encrypted both in transit and at rest, ensuring that sensitive patent materials are protected whether they are being uploaded, processed, or stored.

Customer Data Segregation

Patlytics enforces logical segregation of customer data, ensuring that each organization’s information is isolated and inaccessible to other customers. This prevents cross-tenant exposure and supports enterprise confidentiality requirements.

Privacy and Data Retention Controls

Patlytics is designed with privacy-first principles:

• User interaction history is stored for 90 days
• Customers retain control over deletion, enabling compliance with internal retention policies
• Data is never used to train or fine-tune models across customers

These controls give organizations transparency and authority over how their data is handled.

Reliability and Availability You Can Depend On

Security also means reliability, ensuring teams can access critical patent data when they need it.

24/7 System Monitoring and Global Support

The platform is continuously monitored 24/7, with systems in place to detect anomalies, performance issues, or potential security events in real time.

Global support ensures:

• Rapid response to incidents
• Continuous platform stability
• Coverage for international teams operating across regions

Built for Enterprise Trust

Security is not a single control, it’s an ecosystem of policies, technologies, and operational discipline. Patlytics combines:

• Independent security certifications
• Robust encryption and data isolation
• Clear privacy and retention policies
• High availability and continuous monitoring

Together, these measures ensure that patent professionals can confidently use AI-powered tools without compromising confidentiality, compliance, or control.

A Secure Foundation for Modern Patent Work

As AI becomes more deeply embedded in patent search, drafting, and analysis, security must evolve alongside innovation. Patlytics is committed to providing not only cutting-edge patent intelligence, but also the trust infrastructure required by enterprise IP teams.

For organizations evaluating AI platforms for patent work, security is non-negotiable. Patlytics is built to meet that standard.

If you’d like to learn more about Patlytics’ security posture or review compliance documentation, contact our team or schedule a demo.