Patent Attorney vs. Trade Secret Strategist: Which Expert Do You Need First?

営業秘密保護法(DTSA)に基づく内部告発者免責の理解
Last Updated: 3月 3, 2026
Updated by: Tangibly

Table Of Content

If you think about it, everything starts out as a trade secret, even patents. It is more important to first consider your trade secret strategy before deploying your patent attorney.

Patents start out initially as an idea or a set of experiments or designs. If successful, they typically are written up in an invention disclosure. So far, all of this is confidential.

If an invention disclosure is selected for patenting, a patent application is prepared and filed with the government. It is not published until 18 months later. For all this time, it is still confidential.

For all this time, the idea remains confidential and can be protected as a trade secret. Even after publication at 18 months, any subsequent additional development, optimization, and scale up are all confidential because they were not in the patent application.

Additionally, there are many types of confidential information that are completely unpatentable, so trade secrets are the best form of protection. Business trade secrets such as customer lists, pricing models, vendor and supplier relationships, and COGs data cannot be protected by patents, period.

The smartest move is to use both a trade secret strategist and a patent attorney in harmony. Tangibly helps define a trade secret protection strategy that complements patents and trademarks, aligning IP law with practical trade secret management.

Should I hire a patent attorney or a trade secret strategist first?

In most cases, a trade secret strategist should come first. Every patent begins life as a trade secret, and strategic handling early on protects value before filing.

Why do patents start out as trade secrets?

Before filing, ideas, experiments, and invention disclosures are entirely confidential. Even after filing, the application remains secret for 18 months.

Can trade secrets and patents work together?

Yes. Businesses with strong IP portfolios often use both: patents for publishable innovations and trade secrets for confidential improvements and business information.

What information cannot be patented?

Business information like pricing models, customer lists, vendor relationships, and COGS data cannot be patented — trade secrets are the only protection available.

Why is a trade secret strategy important before patenting?

A strategic approach ensures confidential information is handled correctly, protected internally, and not accidentally lost before filing.

What does a trade secret strategist do?

They help you identify confidential assets, create a protection plan, maintain registers, and ensure you meet “reasonable measures” required under trade secret law.

How does Tangibly support both trade secret and patent strategies?

Tangibly provides the systems and documentation that complement patent work, ensuring confidential information is protected before and after patent filings.

from our blog

Blog, AI & IP, Intellectual Property & Patent Insights, Trade Secret Strategy

What is litigation funding?

With the recent press release from SIM IP and Tangibly, a client recently asked me a simple but important question: how does litigation funding actually work? The...
Blog, Featured Blogs, Guest Author Series, Press, Trade Secret Strategy

SIM IP and Tangibly Launch Trade Secret Litigation Financing Partnership

Miami – Jan 15, 2026 – Sauvegarder Investment Management, Inc. (“SIM IP”), a global leader in intellectual property-based investment and monetization, and Tangibly, an...
Blog, Trade Secret Strategy

How do litigation funding companies evaluate trade secret claims?

Trade secret misappropriation cases can produce substantial recoveries, but they are complex, expensive, and inherently risky. For companies confronting stolen trade...
Blog, Trade Secret Strategy

The financial impact of trade secret misappropriation

Trade secret misappropriation is not merely a legal dispute. It is a direct assault on enterprise value. When confidential business information is taken, misused, or...
Blog, Trade Secret Strategy

What to do after discovering trade secret misappropriation or IP theft

Discovering that trade secrets or other confidential information have been stolen, whether by an employee, competitor, or third party, poses a serious threat to your...
Blog, Trade Secret Strategy

When to use litigation funding in a trade secret lawsuit?

Trade secret lawsuits arise from intellectual property theft or the misappropriation of confidential business information. These disputes can deliver substantial...
Blog, AI & IP, Featured Blogs, Intellectual Property & Patent Insights, Trade Secret Strategy

When AI patent tools become the most valuable trade secrets

A newly filed lawsuit in the Northern District of California centers on alleged trade secret misappropriation involving an AI powered patent analysis and management...
Blog, Trade Secret Strategy

What are litigation loans and how do they work in high value disputes?

The term “litigation loans” is commonly used by companies searching for capital to pursue a lawsuit. In practice, most sophisticated commercial funding structures are...
Blog, AI & IP, Intellectual Property & Patent Insights, Trade Secret Strategy

To patent or not to patent?

To patent or not to patent, that is the right question. Don’t get us at Tangibly started on “patent vs. trade secret” or “patent or trade secret”.  There’s no reason...
Blog, AI & IP, Featured Blogs, Guest Author Series

The AI IP Gold Rush Meets the § 101 Minefield

We are living in an artificial intelligence (AI) gold rush. From large language models that write code to machine learning systems that optimize logistics or predict...