Our commitment: Security built for modern dentistry’s scale
In the enterprise dental space, security isn't just a checklist; it’s a prerequisite for innovation. When the industry’s largest groups and DSOs choose Clerri to power their dental membership ecosystems, they are choosing a partner that understands the high stakes of data integrity and regulatory alignment.
The completion of Clerri’s SOC 2 Type I audit reflects that partnership. It reinforces our commitment to Total Risk Management, allowing leadership teams to deploy our technology across hundreds of locations with the absolute certainty that their data architecture is world-class and enterprise-ready.
SOC 2 Compliance: Validating the infrastructure of growth
SOC 2 (System and Organization Controls) serves as the industry benchmark for data security and system reliability. For IT directors and compliance officers managing multi-location risk, this audit provides the formal assurance that Clerri’s infrastructure is built to handle the demands of enterprise-grade data volume.
Our Type I audit confirms that Clerri’s environment provides:
- Enterprise-grade data protection: Systemic controls designed to secure patient and financial data across the entire organization.
- Resilient infrastructure: Redundant systems engineered for the high-uptime requirements of large-scale clinical operations.
- Standardized operational rigor: Documented, repeatable security protocols that ensure consistency across every interaction, from engineering to customer support.
Achieving SOC 2 compliance is a milestone that reflects our team’s dedication to the continuous assurance and transparency of our customers’ data.
Security as a core product principle
We didn’t pursue SOC 2 compliance for marketing optics. We pursued it because security is foundational to our product and our partnerships.
“Achieving SOC 2 compliance is a milestone that reflects our team’s dedication to the continuous assurance and transparency of our customers’ data,” said Jim Higgins, CEO of Clerri. “Our priority remains providing a platform that’s not only innovative, but fundamentally secure, allowing dental teams to focus on patient care with total confidence.”
From product development to customer support, Clerri’s SOC 2 compliance ensures that:
- Patient trust is protected, even as practices scale
- Vendor risk is reduced for DSOs and group practices
- Security expectations align with enterprise procurement and IT requirements
- Operational confidence increases, without slowing innovation
What’s next: Ongoing assurance
SOC 2 Type I certification marks the beginning, not the finish line.
Clerri has already commenced two parallel SOC 2 Type II audit periods, which validate the operating effectiveness of our controls over time, because protecting trust is a continuous process, not a single milestone.
- 6-month Type II audit, concluding July 2026
- 12-month Type II audit, concluding January 2027
Trust you can verify
We believe security is strongest when it’s transparent.
Existing customers and prospective partners can access information about our security practices and controls aligned with Clerri's SOC 2 standards in our Trust Center.
Explore additional information on our compliance and security page and learn how we protect your data at every stage of growth.
