Intellectual Property & Trade Secrets

Fosters a culture of IP protection by reminding employees to safeguard proprietary assets — turning potential trade secret disclosures into coaching moments before information leaves your network.

Your Most Valuable Assets Leave Through the Outbox

Trade secrets and proprietary information are shared casually every day — in emails to vendors, Slack messages to former colleagues, and attachments sent to the wrong recipient. SideNote coaches employees at the moment of writing, reinforcing the IP protection policies your legal team has established.

Corporate Email — Draft
Hey Marcus — great catching up last week.
⚠️ I'll send over the source code for the new algorithm and the Q3 product roadmap
so you can see what we've been working on.
Trade Secret Alert

Unreleased source code and product roadmaps are classified as trade secrets. External sharing requires Legal approval and secure collaboration channels. Use the approved secure file-sharing system instead.

Real-Time Intellectual Property Coaching

Developed in collaboration with Big Law IP and trade secret practitioners, this model reinforces your organization's IP protection standards at the point of communication.

Source Code Leak Prevention

Detects when employees discuss, reference, or attempt to share proprietary source code, algorithms, or technical architectures through unapproved channels — coaching them toward secure alternatives before information leaves your network.

Product Roadmap Protection

Identifies references to unreleased product plans, feature timelines, strategic initiatives, and competitive intelligence in external-facing communications — reminding teams of classification requirements.

Secure Collaboration Guidance

When proprietary information needs to be shared, SideNote coaches employees toward approved secure channels, NDA-protected workflows, and proper classification procedures — enabling collaboration without risk.

IP Risk Intelligence

Aggregated, anonymized analytics give the General Counsel's office visibility into IP risk patterns by department, asset type, and communication channel — enabling targeted training and policy refinement.

Built for Innovation-Driven Organizations

The IP & Trade Secrets model is essential for any organization whose competitive advantage depends on proprietary technology, processes, or strategic intelligence — from technology companies and pharmaceutical firms to manufacturing and financial services.

Deploy alongside the Core 4 models to extend protection to your engineering, R&D, product management, and business development teams — the people most likely to handle and discuss your organization's crown jewels.

Technology & software companies
Pharmaceutical & biotech R&D organizations
Advanced manufacturing & industrial firms
Financial services & quantitative trading firms

How the Model Thinks

Detect
Identifies references to proprietary code, roadmaps, formulas, and strategic plans
Assess
Evaluates recipient, channel security, and asset classification level
Coach
Redirects the employee to secure channels and proper approval workflows

Protect Your Organization's Crown Jewels

See how the IP & Trade Secrets model coaches your teams to safeguard proprietary assets in every communication.

Request a Demo