Patent Preppers™ TIMELINE

Diligence & capability matrix

What is live today, what is on the roadmap, and what we share under NDA — for procurement, IT, and legal review (July 2026).

Capability matrix

CapabilityStatusNotes
Device autosaveNowWorkspace auto-save on this device (browser local storage).
Cloud matter syncRoadmapFirm-tier roadmap; matters are device-scoped today unless exported.
Live multiplayerRoadmapReal-time co-editing is not GA.
RBACRoadmapExpanded role-based workspace permissions on enterprise roadmap.
Audit logNowWorkspace-scoped activity log; org-wide immutable export — roadmap.
SSO / SAMLRoadmapEnterprise deployments discussed under NDA.
SOC 2RoadmapNo Type II attestation yet; security pack under NDA.
Retention / deletionNowPrivacy Policy; 90-day post-cancellation export window.
AI subprocessorsNDACore stack on /security; AI provider details in diligence pack.
Model training policyNowNo customer content used to train third-party foundation models.
Export watermarkingNowWatermark on lower tiers; Firm+ white-label removes default.
Supported scaleNowHundreds of events in production; thousands under validation.

Enterprise release criteria

We do not use “enterprise OS” messaging until SSO/SAML is live, SOC 2 Type II is issued, cloud sync + multiplayer are GA, firm-wide RBAC/audit exist, Enterprise DPA is published, and at least one permissioned case study or three named partners can be cited.

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