How Iris is Improving the CSQ Response Process: A Firsthand Look

Legal operations professionals face complex challenges when responding to Client Security
Questionnaires (CSQs). These essential documents demand precision and coordination. Jack at PERSUIT implemented Iris to transform this process, making it more efficient and accurate.

How Has Iris Made a Difference?

CSQ responses require more than speed—they demand thoughtful, accurate answers tailored to clients' needs. Jack previously spent significant time sifting through past documents and coordinating responses. Iris changed that.

“Iris has streamlined our CSQ response process by automating answer retrieval and improving efficiency. It quickly surfaces relevant responses, reducing manual effort and
response time,” Jack explained. “While still a young product, the team is highly responsive to
feedback, and ongoing enhancements are making it even more effective.”

By reducing administrative burdens, Iris allows Jack to focus on refining responses and
ensuring they resonate with clients.

Features That Stand Out

A few key features have become indispensable in Jack’s workflow:

• 
  AI-Powered Answer Retrieval: Iris instantly pulls relevant responses from past CSQs,
  eliminating hours of manual searching.
• Centralized Knowledge Base: A structured repository ensures consistent, accurate
  responses—critical for high-stakes client interactions.
• Collaboration Tools: Iris simplifies teamwork by streamlining internal reviews and
  refinements before submission.

Jack emphasized that continuous improvements, driven by user feedback, set Iris apart. "The team’s responsiveness has been key in refining these features, and we’re already seeing measurable improvements."

Real Results: Efficiency and Accuracy Gains

Adopting new technology should simplify work, and for Jack, Iris delivers. “It significantly
reduces search time, enabling quicker CSQ turnarounds,” he shared.

While efficiency has improved, accuracy remains a priority. Jack noted that results depend on curated responses, approved content, and well-structured knowledge files. As they refine input and Iris evolves, he expects continued gains in both accuracy and efficiency.

Final Thoughts

Working  CSQs isn’t glamorous, but it’s essential—and the right tools make all the difference. For Jack, Iris isn’t just software; it’s a strategic partner. By reducing tedious tasks, improving response quality, and evolving with user feedback, Iris has become integral to his workflow.

Jack’s experience highlights how technology works best when it listens to the people using it. With Iris’s focus on continuous improvement, professionals like Jack aren’t just keeping
up—they’re staying ahead.