What Legal, Compliance, and Sales Teams All Want in a Single Platform

In today’s B2B sales environment, the people involved in getting a deal over the line go far beyond the sales rep. Legal needs to review terms. Compliance needs to assess risk. Sales needs to move fast without breaking things. And yet—most platforms are built for just one of these teams.

The result? Disjointed workflows, duplicated effort, and deals that stall.

Here’s what all three teams actually want—and what your platform should deliver:

1. One Source of Truth for Every RFP, DDQ, and Security Questionnaire

Nobody wants to hunt through 20 email threads or stale Google Docs to find the last answer. A central workspace ensures everyone is working off the same version—whether it’s an RFP, a due diligence questionnaire, or a security review.

Legal needs: Fast access to the last approved clauses
Compliance needs: Confidence in up-to-date, reviewed responses
Sales needs: A single, searchable place to pull answers without blocking the deal

2. Role-Based Permissions That Keep Sensitive Content Secure

Not everyone needs to see everything. But too many tools treat access as all-or-nothing. The right platform offers granular permissions—so sales can edit their parts, compliance can review theirs, and legal can lock final language.

Set view, edit, or admin access by user or team.
Restrict sensitive content to just the people who need it.
Keep collaboration efficient without compromising control.

3. Real-Time Collaboration Without Endless Back-and-Forth

Whether you're reviewing an MSA, updating an NDA, or revising a security response, email is not the move. Instead of ping-ponging redlines or chasing someone down for status, top teams collaborate directly inside the platform—leaving comments, tracking changes, and moving in real time.

4. Automation That Doesn’t Compromise Accuracy

AI-powered automation can accelerate response work—but it needs to be trustworthy. The ideal platform suggests approved language, pulls from previous responses, and flags inconsistencies before anything is submitted.

The result?
Legal and compliance get peace of mind.
Sales gets speed without shortcuts.

5. A Shared Timeline That Tracks Every Step

Who approved that clause? When was the risk assessment completed? Did compliance already review this section?

A shared audit trail brings full transparency to the process—without slowing it down.

Iris Brings It All Together

Iris is built for modern sales teams—but designed with legal and compliance in mind. From Slack to Salesforce to your Chrome browser, Iris connects every team where they already work.

✅ Role-based access
✅ Central project queue
✅ Smart AI-suggested content
✅ Audit-ready collaboration
✅ Fast ramp-up with no IT lift

Ready to simplify cross-functional collaboration?

See how Iris helps legal, compliance, and sales finally work from the same playbook.
Book a demo →

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