SOC 2 Compliance for Collaboration AI

The Challenge: AI in Collaboration Creates New Compliance Complexity

Traditional SOC 2 audits didn't anticipate AI systems that autonomously process, store, and generate workplace data. When your collaboration AI assistants handle team discussions, retrieve shared documents, and generate summaries, you face questions your auditor may not have asked before:

How do you prove what workplace information an AI assistant accessed during a collaboration discussion?
When a retention policy deletes collaboration conversations, how do you document that deletion?
If an AI processes confidential business information, how do you ensure proper disposal?

EarlyBeta eliminates that uncertainty by building SOC 2 controls directly into the platform.

Trust Services Criteria Coverage

C1.2: Confidential Information Disposal

"The entity disposes of confidential information to meet the entity's objectives related to confidentiality."

Collaboration AI assistants process confidential information across multiple touchpoints: team queries, document retrieval, meeting summarization, and knowledge synthesis.

Automated Retention Enforcement

EarlyBeta allows you to configure retention policies per organization and workspace for:

Team conversations — AI-assisted discussions containing workplace information
Audit logs — Records of collaboration data access
Shared documents — Uploaded files and internal documentation

Retention cleanup runs automatically. When data reaches its retention limit, it is securely deleted and the deletion is permanently documented for audit evidence.

Disposal Documentation

Every deletion generates a permanent record that your auditor can review to verify:

Disposal occurred according to your documented policy
No confidential data was retained beyond the defined period
The disposal process is consistent and automated

P5.1: Data Retention

"The entity retains personal information consistent with the entity's objectives related to privacy."

Collaboration conversations frequently contain sensitive information—HR discussions, customer issues, and internal strategy. EarlyBeta ensures this data is retained only as long as necessary while meeting corporate governance requirements.

Configurable Retention Periods

Set retention at the organization level for baseline policy, then override at the workspace level for specific requirements. For example:

General workspaces — 2-year retention
HR workspace — 7-year retention
Legal workspace — Custom retention per counsel guidance

Legal Hold Integration

When retention policy conflicts with preservation requirements, legal holds take precedence. Data subject to litigation, regulatory investigation, or internal investigation is excluded from automated retention until the hold is released.

Retention Tracking

Each retention cleanup execution is logged, including counts of what was deleted, what was archived, and what was skipped due to legal holds. This provides explicit evidence that legal preservation requirements override automated retention.

Implementation Checklist

Define retention policies aligned with corporate records schedule
Configure workspace-level overrides where sensitivity or policy requirements differ
Document retention periods in your information security policy
Establish process for creating legal holds when preservation is required
Schedule regular review of retention history
Export deletion records for audit evidence package

SOC2