Iris Blog - How Legal, Sales & Security Teams Use Iris AI for RFPs

When most people think of RFP AI, they picture an automation tool that speeds up copy-paste tasks. But the real transformation happens when AI gets embedded into how legal, sales, and security teams collaborate—especially under pressure.

Iris isn’t just a faster way to respond to requests for proposals—it’s a smarter way to manage them. With AI-powered answers, teams move faster, align better, and respond with confidence.

What Is RFP AI—And Why It’s Not Just for Proposal Teams

RFP AI refers to artificial intelligence that supports the request for proposal (RFP) process by automating response generation, organizing institutional knowledge, and routing questions to the right people faster.

But great responses aren’t just fast—they’re accurate, compliant, and collaborative.

Iris AI helps ensure:

Only approved language is used in customer-facing documents
Full audit trails for every answer: who wrote it, when it was approved, and where it came from
Seamless cross-team collaboration—with tagging, commenting, and smart notifications built in

What Makes Iris Different from Traditional RFP Tools

Most platforms manage the RFP process. Iris transforms it. Iris is made for real-time execution and content management. It uses AI at every stage of the RFP process. This includes qualification, collaboration, and final delivery.

Here’s how Iris elevates RFP AI beyond automation:

AI-powered shredding and scoring help teams qualify RFPs in minutes and make informed go/no-go decisions
Real-time collaboration across legal, security, and sales—right from Chrome, Slack, Salesforce, or the Iris app
Audit-tracked editing and versioning ensure compliance and eliminate blind spots in approvals
Persona-based response generation allows teams to tailor tone, structure, and content for each audience
Knowledge recall via Iris’ internal map of past projects boosts speed and consistency—no content libraries required

This isn’t just a faster way to respond—it’s how modern teams win with RFP AI. Iris combines traceability, intelligence, and the infrastructure to scale—delivering real value where it counts.

“The AI Iris uses produces authentic answers—nothing that feels overly saturated by AI wordsmithing. It truly reads from previous content and answers questions correctly and with added value, allowing my team and I to remove the need to brainstorm around every question on an RFP, and just review the output, changing just a few answers. The tool is simple, easy to use, and was implemented quickly, allowing us to get to work as soon as we got our hands on the software.”
— G2 Reviewer

This quote captures one of Iris’s core differentiators: it doesn’t generate polished fluff—it delivers grounded, context-aware responses built from your actual content. That’s the difference between automation and true intelligence.

Legal: Compliance, Not Chaos

Legal teams live in the weeds—terms of service, indemnity clauses, data use rights. With Iris, they don’t have to rewrite the same paragraph 47 times.

The RFP process often bottlenecks when legal is pulled in late or forced to manually rewrite content. That’s where Iris steps in—streamlining reviews, ensuring compliance, and giving legal full visibility into every clause’s origin.

Here’s how Iris helps legal teams:

Auto-suggests compliance-ready responses from previous RFPs
Shows exactly where content originated—whether a master service agreement, past RFP, or knowledge base
Enables real-time tagging and review directly in the platform—no chasing down SMEs
Tracks changes and versions with built-in audit trails for every clause

It’s not just about reviewing faster—it’s about building a foundation of trust and repeatability across deals.

Security: Context and Control for Every Assessment

Security teams field every questionnaire—from SOC 2 to CAIQ, HECVATs, and internal risk reviews. Most of this work still lives in spreadsheets, buried in shared drives or scattered across inboxes. Iris changes that.

Why security teams love Iris:

Stores trusted answers in a vectorized knowledge base
Auto-generates responses mapped to policies and compliance frameworks
Clearly shows where each answer comes from, improving transparency for internal reviews and external audits
Enables collaboration with legal and IT teams via real-time tagging and review

Less manual effort. More control. A better experience for your team—and for your prospects.

Sales: Let Reps Sell, Not Chase Answers

Sales should be selling—not emailing five teams to assemble the right answers.

And yet, that’s often the reality: valuable time goes toward gathering content instead of moving deals forward. It’s not inefficiency—it’s necessity, given how fragmented most RFP processes are. But with Iris, that effort gets redirected. Reps stay focused on selling, while AI handles the heavy lifting.

With Iris AI:

Reps launch RFPs directly from Slack, Chrome, or Salesforce
They get a real-time, AI-powered first draft covering 80% of responses
They loop in legal or security only when needed—no more “where is this doc?” chaos
The RFP process becomes smoother, with every answer vetted, versioned, and tracked for compliance