Ivo | Trust Center
Ivo AI Trust Center
The Leader in AI Contract Review
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Monitoring

Continuously monitored by Secureframe

A real time updated section for our current security posture. These link directly to our practices and policies.

Resources

Request security resources, such as our compliance reports, penetration test reports and technical overviews.

SOC2 Type II Report

Requires NDA.

Technical Overview (Contract Review)

Provides common technical/security questions. Includes a High Level Architecture Diagram and details on Data Retention, AI Training, RBAC and Encryption. Focused on our AI Contract Review product.

Penetration Test Remediation Report

Executive summary of the most recent penetration test. Requires NDA.

CAIQLite-v4.3

Completed CAIQlite v4.3 assessment provides visibility into our security controls and compliance posture.

Privacy Policy

More background on the data we collect and how it is used

Terms of Service

Ivo's terms for end users

Compliance

We adhere to the highest standards of security.

SOC 2 Type 2

Achieved October 2024

GDPR

Protect the personal data and privacy of EU citizens for transactions that occur within EU member states

CCPA

California Consumer Privacy Act, is legislation designed to improve the data privacy of California residents

Subprocessors

Our third-party service providers who process data in order to help deliver our core services.

Microsoft Azure

Cloud infrastructure provider virtual machines and AI model hosting.

Data location: United States

Google Cloud Platform

Cloud infrastructure provider supporting database storage, virtual machines, containerized environments, and AI model hosting.

Data location: United States

Pylon

B2B customer relationship management and data analytics services.

Data location: United States

Sentry

Application logs, monitoring and error collection services.

Data location: United States

OpenAI

Artificial intelligence and machine learning services.

Data location: United Sates

June

Anonymized feature usage analytics and tracking.

Data location: United States

Intercom

Live chat customer support and knowledge base hosting services.

Data location: United States

Postmark

Email delivery and transactional messaging services.

Data location: United States

Monitoring

Vulnerability Management

Vulnerability and Patch Management Policy
A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.

Change Management

Production Data Use is Restricted
Production data is not used in the development and testing environments, unless required for debugging customer issues.
Change Management Policy
A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.
Secure Development Policy
A Secure Development Policy defines the requirements for secure software and system development and maintenance.
Configuration and Asset Management Policy
A Configuration and Asset Management Policy governs configurations for new sensitive systems

Availability

Business Continuity and Disaster Recovery Policy
Business Continuity and Disaster Recovery Policy governs required processes for restoring the service or supporting infrastructure after suffering a disaster or disruption.

Organizational Management

Information Security Program Review
Management is responsible for the design, implementation, and management of the organization’s security policies and procedures. The policies and procedures are reviewed by management at least annually.
Acceptable Use Policy
An Acceptable Use Policy defines standards for appropriate and secure use of company hardware and electronic systems including storage media, communication tools and internet access.
Disciplinary Action
Personnel who violate information security policies are subject to disciplinary action and such disciplinary action is clearly documented in one or more policies.
Information Security Policy
An Information Security Policy establishes the security requirements for maintaining the security, confidentiality, integrity, and availability of applications, systems, infrastructure, and data.
Performance Review Policy
A Performance Review Policy provides personnel context and transparency into their performance and career development processes.
Code of Conduct
A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.
Internal Control Policy
An Internal Control Policy identifies how a system of controls should be maintained to safeguard assets, promote operational efficiency, and encourage adherence to prescribed managerial policies.

Confidentiality

Data Classification Policy
A Data Classification Policy details the security and handling protocols for sensitive data.
Data Retention and Disposal Policy
A Data Retention and Disposal Policy specifies how customer data is to be retained and disposed of based on compliance requirements and contractual obligations.

Incident Response

Incident Response Plan
An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.

Risk Assessment

Risk Assessment
Formal risk assessments are performed, which includes the identification of relevant internal and external threats related to security, availability, confidentiality, and fraud, and an analysis of risks associated with those threats.
Risk Assessment and Treatment Policy
A Risk Assessment and Treatment Policy governs the process for conducting risk assessments to account for threats, vulnerabilities, likelihood, and impact with respect to assets, team members, customers, vendors, suppliers, and partners. Risk tolerance and strategies are also defined in the policy.
Vendor Risk Management Policy
A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.
Risk Register
A risk register is maintained, which records the risk mitigation strategies for identified risks, and the development or modification of controls consistent with the risk mitigation strategy.

Network Security

Endpoint Security
Company endpoints are managed and configured with a strong password policy, anti-virus, and hard drive encryption
Network Security Policy
A Network Security Policy identifies the requirements for protecting information and systems within and across networks.

Access Security

Encryption and Key Management Policy
An Encryption and Key Management Policy supports the secure encryption and decryption of app secrets, and governs the use of cryptographic controls.
Access Control and Termination Policy
An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.
Removal of Access
Upon termination or when internal personnel no longer require access, system access is removed, as applicable.
Encryption-at-Rest
Service data is encrypted-at-rest.
Access to Product is Restricted
Non-console access to production infrastructure is restricted to users with a unique SSH key or access key
Unique Access IDs
Personnel are assigned unique IDs to access sensitive systems, networks, and information
Asset Inventory
A list of system assets, components, and respective owners are maintained and reviewed at least annually

Communications

Privacy Policy
A Privacy Policy to both external users and internal personnel. This policy details the company's privacy commitments.
Communication of Security Commitments
Security commitments and expectations are communicated to both internal personnel and external users via the company's website.