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How Forgepoint protects your data.

Forgepoint handles pricing, drawings, customer records, and the operating knowledge your business runs on. We protect that data with encryption, strict access controls, independent testing, and a clear record of every action.

AICPA SOC for Service Organizations

Independently audited security controls

Forgepoint completed a SOC 2 Type II audit of the controls we use to protect customer data. Customers and qualified prospects can request the report from our team.

How we protect your data

01

Encryption in transit and at rest

Your data is encrypted while it moves between systems and while it is stored in Forgepoint.

02

Data stays with your organization

Each organization's data is isolated. One shop's information never becomes context for another.

03

Access based on role

Permissions determine who can view, edit, approve, or send sensitive quoting work.

04

A record of every action

Teams can trace what happened, when it happened, and who approved it.

05

Independent security testing

Outside testing helps us find and fix vulnerabilities before they affect customers.

06

Incident response

Our response procedures cover investigation, containment, recovery, and customer communication.

Frank prepares the work. Your team makes the call.

Frank can read an RFQ, pull together the supporting context, and prepare a draft. Your approval rules determine what needs a person's review before it moves forward.

  1. 01

    Frank prepares a draft

    Frank brings the RFQ, drawings, similar jobs, and pricing rules into one place.

  2. 02

    Your team checks the work

    Review the source material, change any field, and make the final commercial decision.

  3. 03

    The record stays with it

    Every change and approval is logged for your team and compliance reviews.

Questions from your security team.

Do you use our data to train models for other customers?

No. Customer data is not used to train models for other customers.

Can we request your security documentation?

Yes. Customers and qualified prospects can request Forgepoint's SOC 2 report and supporting security documentation.

Can we control what Frank can access?

Yes. Frank can only access the systems, data, and workflows your organization authorizes.

Where should our security team send questions?

Email security@forgepoint.ai and our team will coordinate the review.

Bring your security team.

We'll walk through the controls, documents, and data boundaries that matter to your rollout.

Request a demo