How Latitude Health built SOC 2 Type 1, Type 2, and HIPAA on one foundation

When Latitude Health set out to transform utilization management with AI, they knew that in healthcare, trust matters as much as technology. Their platform automates most manual UM tasks for health plans and providers—but handling sensitive patient data meant proving security from the start. As enterprise adoption grew, Latitude partnered with ComplyJet to move fast on SOC 2 compliance, build confidence with healthcare partners, and later add HIPAA to the same foundation.

Next, let’s take a closer look at Latitude Health—who they are, what they do, and how their journey began.

Company

Latitude Health transforms utilization management (UM) into a strategic advantage for health plans and providers. Their AI-powered platform automates roughly 75% of manual UM tasks, enabling faster prior authorizations, lower administrative costs, and improved decision quality—without compromising compliance with Medicaid and Medicare standards.

Built collaboratively with over 50 UM professionals—including nurses, medical directors, and health plan leaders—Latitude ensures its AI supports, not replaces, clinical expertise.

Challenge

Latitude Health works with highly sensitive patient data and enterprise-level health plan systems. To earn trust and meet compliance requirements—SOC 2 first, then HIPAA—it was essential to quickly establish a robust security posture.

With early enterprise adoption underway, Latitude needed to prove their commitment to security fast, while maintaining their development velocity.

Solution

Latitude chose ComplyJet to accelerate their SOC 2 readiness and lay the foundation for future frameworks.

• Rapid non-engineering setup: In just a few days, ComplyJet onboarded Latitude, handling all required non-engineering tasks for SOC 2—policies, risk assessments, evidence collection workflows, training frameworks—without burdening their engineering team.
• Full infrastructure integration: Over the following month, the engineering team connected their cloud infrastructure to ComplyJet, enabling automated compliance workflows.
• Audit facilitation: ComplyJet introduced Latitude to a preferred SOC 2 auditor, managing coordination and guiding the process.
• Successful SOC 2 Type 1 report: Within only a few months of the initial engagement, Latitude secured their SOC 2 Type 1 attestation.
• SOC 2 Type 2, then HIPAA: Latitude followed Type 1 with a full Type 2 examination — now complete — and then took on HIPAA, driven by a customer contract that required it. Guru Nadiger, who ran audit logistics day to day, negotiated the bundled pricing hard, citing a tight budget while the company was raising its next round — a real startup constraint, not a hypothetical one. HIPAA compliance is now achieved.

ComplyJet was instrumental in helping us feel secure and prepared for our SOC 2 audit. Their team was highly responsive and supportive every step of the way, and the platform itself is intuitive, AI-driven, and easy to navigate. We not only achieved compliance but also gained confidence in our overall security posture.— Chuck Feerick, CEO at Latitude Health

Impact

• Three frameworks, one foundation: Latitude now holds SOC 2 Type 1, SOC 2 Type 2, and HIPAA — each one built on the evidence and policy base the last one established, not started from scratch.
• Operational trust unlocked: The certifications reinforced enterprise discussions and showcased Latitude's commitment to data security.
• Minimal resource drain: By offloading non-technical compliance management to ComplyJet, Latitude preserved focus on product innovation and growth.

For Latitude Health, compliance isn't just a regulatory checkbox—it's a cornerstone of trust in the healthcare industry. By partnering with ComplyJet, they accelerated from SOC 2 readiness to a full HIPAA program, all while keeping their team focused on advancing their AI-powered platform.

As Latitude continues to scale, their compliance foundation ensures they can innovate responsibly, protect sensitive healthcare data, and inspire confidence among patients, providers, and partners alike.