Trusted & Secure

You are in the trust business, and so are we.

Compliance Standards

Security and privacy are critical for Materia. We maintain the highest standards for monitoring and protecting the information you trust us with. We are SOC 2 Type II compliant, and take pride in going above & beyond the minimum to ensure the safety and security of your client's data.

AICPA SOC Image
SOC 2 Type II
Trust Portal

You can download our latest SOC 2 report and additional supporting documentation in our Trust Portal.

Overview of Our Security Posture

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1.

Secure with Materia

Materia prioritizes data security and continuously monitors its measures. Our Trust Portal provides access to our monitors, evidence, and policies, and we received our SOC 2 Type II. We partner with Eden Data for robust security controls and processes.

2.

Private AI

Materia never trains models on any data you provide, so your data remains yours. We assess generative AI providers carefully and ensure contractual and policy protections are in place upstream.

3.

Enterprise Governance

Materia has built in tools to meet data rentention requirements, and automatically syncs user permissions with upstream source systems. Materia also provides Admins with dashboards for transparent insight into usage behavior.

Who has access

to your data?

Your data remains yours & only yours. We do not train any models on content you provide to Materia. We inherit & enforce user level data access controls for any system integrated with Materia, and we believe in least-privilege access for our team internally. If you have additional requirements you'd like to discuss - let us know!

Who has access to your data?

We believe in least-privilege access and are working on a solution to balance restricted access with sufficient access for our team to improve our service and product.

Frequently asked questions

What types of documents can Materia manage?

Materia can handle a wide range of document types, including PDFs, Word documents, spreadsheets, and more, making it versatile for various use cases.

How often does Materia update its features?

Materia is committed to continuous improvement and regularly updates its features based on user feedback and technological advancements. Stay tuned to our blog for the latest updates.

How secure is Materia?

Materia takes security seriously. We are SOC 2 Type II compliant and maintain industry-standard data privacy, encryption, and access controls. Read more on our Security page.

How does Materia use my data?

Materia makes your data accessible to our AI platform to answer questions, deliver insights, and power workflows. When some of your data is needed to answer a user question, only the relevant part of your data is sent to the AI providers. Your data is never used to train any models, so your data always remains yours.

Can Materia connect to my internal documents?

Materia can seamlessly integrate with various internal data and document stores, allowing you to access and manage your documents within our platform. For more details about our integration capabilities, contact us about our Knowledge Hub.

Who typically uses Materia?

Materia is used by all levels across the firm from associate to partner. Associates contextualize their work and get answers they ramp up faster, and more senior professionals drive deep insights and power workflow automation.

How do we get started?

We make it easy for you to get started on your AI journey. Implementation is quick, and we offer simple pilots to evaluate Materia. We will be with you every step of the way for adoption through training & onboarding services. We are your partner for your firm's generative AI strategy. If you are interested, get in touch.

Still have a questions?