One Solution for Legal, Compliance, and Sales Workflows

Why Legal, Compliance, and Sales All Need the Same 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.

With Iris, you can:

• 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.

The Cost of Misalignment Between Teams

When legal, compliance, and sales operate in silos, every step takes longer—and every review adds friction.

Missed deadlines. Conflicting versions. Risky shortcuts just to meet a close date.
It’s not just inefficiency—it’s lost revenue.

Consider this:

• 72% of B2B organizations cite “internal alignment” as a top barrier to deal velocity.
• The average enterprise RFP takes over 40 hours to complete—but nearly half that time is spent chasing down approvals.
• Every missed day in a deal cycle increases the chance of a competitor slipping in.

In today’s environment, alignment isn’t a “nice-to-have.” It’s a revenue driver.
And the faster your teams align, the faster your deals close.

What Great Cross-Functional Collaboration Actually Looks Like

Imagine a deal flow where nothing slips through the cracks.

Sales kicks off an RFP directly from Slack.
Legal sees updates in real time.
Compliance reviews automatically route to the right approver.

No waiting for emails. No duplicate effort. Just clarity.

Here’s how Iris makes it happen:

• Real-time editing and commenting replace endless message chains.
• AI-suggested answers eliminate repetitive rework.
• Shared dashboards keep everyone aligned on progress, ownership, and deadlines.

That’s what great collaboration looks like—transparent, fast, and built on trust.
It’s not about working harder. It’s about working together, better.

The Bigger Shift: From Reactive to Proactive Deal Management

Most deal teams still operate reactively—responding to requests, chasing updates, and patching gaps after the fact.

Iris flips that model.

With shared visibility, built-in intelligence, and unified data, teams can anticipate what’s coming, not scramble to catch up.

Proactive deal management means:

• Seeing blockers before they stall progress.
• Automatically routing reviews to the right people.
• Using data from past submissions to guide smarter decisions.

Iris doesn’t just make collaboration faster—it makes it predictive.
It’s not just a workflow tool—it’s an engine for operational foresight.

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 →

Frequently Asked Questions

Q: How does Iris keep legal, compliance, and sales aligned without adding extra tools?
A: Iris connects to the systems your teams already use—like Slack, Salesforce, and Chrome—so collaboration happens naturally within existing workflows. Every RFP, DDQ, and security questionnaire lives in one shared workspace with built-in visibility and audit trails.

Q: Can AI-generated responses be trusted for sensitive RFP or compliance content?
A: Yes. Iris only suggests answers from your approved content library—never external data—so every response is compliant, accurate, and aligned with your brand and legal standards. Teams can edit, review, and approve before submission.

Q: What about security and permissions?
A: Iris was designed with enterprise-grade security in mind. Role-based permissions control who can view, edit, or approve each section, while audit logs track every change. Sensitive content stays restricted, and all data remains within your secure environment.