Quick Start Overview

Quick Start is Tangibly’s guided workflow that helps organizations establish the reasonable measures required to protect their trade secrets. Courts in the United States, Europe, Japan, and China increasingly expect companies to demonstrate responsible handling of confidential information. Quick Start gives new users a simple way to confirm that the essential building blocks of a trade secret program are in place.

Quick Start is included in Tangibly’s fourteen day trial. Users receive access to policy templates, trade secret management workflows, and the advanced AI tools that help uncover trade secrets within patents. The workflow supports legal compliance and ensures teams understand how to handle sensitive information correctly.

6 Steps to Take Reasonable Measures

Quick Start evaluates your organization’s readiness to protect trade secrets by guiding you through six core areas: written policies, system registration, HR processes, AI use, contract validation, and identification of key systems holding sensitive information.

These steps map directly to the reasonable measures standard required by law and create a strong foundation for a compliant trade secret program.

Quick Start organizes the most important reasonable measures into six simple steps. Each step explains why the requirement matters and prompts users to enter their email to receive templates or instructions that make the setup process fast and reliable.

1. Trade Secret Policy: Download and customize a policy template

2. System Security: Identify and register sensitive systems

3. HR Process: Educate employees and partners on confidentiality obligations

4. LLM Policy: Define boundaries for using AI and ChatGPT-type tools

5. Contracts: Validate NDAs and partnership agreements

6. Key Assets on Existing Platforms: Identify, label, and notify recipients

7. Patent X-Ray (Optional): Identify trade secrets hidden behind patents

The 6 Steps in Quick Start

Step 1: Trade Secret Policy

A written trade secret policy is one of the clearest ways to demonstrate reasonable measures. This policy defines how your organization identifies, manages, and protects confidential information. It ensures employees know their responsibilities and establishes a consistent approach across teams.

You can download Tangibly’s standard trade secret policy template by entering your email. The template is customizable and serves as the foundation for your company’s confidentiality framework.

Step 2: System Security

Systems that contain confidential information must be tracked and secured. Registering these systems as assets helps your organization understand where sensitive data is stored and who has access to it. Assigning users as recipients ensures that individuals receive notifications when they are exposed to protected information.

These steps form a key part of reasonable measures because they show your company actively monitors and manages access to its trade secrets.

Step 3: HR Process

Employee and contractor education is essential for demonstrating reasonable measures. Your workforce must understand how to handle confidential information and what behavior is expected of them. Training, acknowledgments, and onboarding steps create a verifiable record that your company provided guidance.

Quick Start provides simple recommendations for building an HR process that covers the basics of confidentiality education.

Step 4: LLM Policy

Generative AI tools require clear boundaries to prevent accidental disclosure of confidential information. Companies are now expected to create internal rules for how employees use tools such as ChatGPT. A written LLM policy is considered a reasonable measure because it defines what information can be shared and how these tools should be used safely.

Step 5: Contracts

Strong NDAs and partnership agreements are essential reasonable measures. These documents must contain the correct language to protect your trade secrets and define how partners handle confidential information. If agreements are outdated or incomplete, your company may struggle to enforce its rights.

Quick Start offers a contract review process. You can submit an agreement and receive a report that identifies strengths, gaps, and recommended changes.

Step 6: Key Assets on Existing Platforms

Every tool and platform your company uses may hold sensitive information. Identifying these systems is a core reasonable measure because it shows that your organization understands where confidential data lives and who can access it.

Tangibly helps you track access across platforms and gives you visibility into potential exposure events. This reduces accidental misuse and strengthens your compliance posture.

Explore Quick Start and see how the workflow helps you put reasonable measures in place. Get started for free.