How PERSUIT ensures accurate CSQs at scale.

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Jack Yumulu · Sr. Compliance Manager, PERSUIT — on building an authoritative source of truth for client security questionnaires.

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At a glance

PERSUIT is an enterprise platform for in-house legal teams to select and manage outside counsel.

Responding to extensive Client Security Questionnaires (CSQs) is essential to building and maintaining client trust in the platform, but the volume and work involved is time-intensive. To improve accuracy, speed, and collaboration, PERSUIT introduced Iris, a centralized, AI-powered system for managing approved CSQ content.

The problem

A distributed knowledge base that grew error prone.

CSQs are large, detail-heavy and require precise, technical responses. PERSUIT previously used an internal knowledge base with high-level structured content and keyword search, but the process still required navigating multiple tabs, duplicated content, and external document stores to respond to each questionnaire. As volume and complexity grew, maintaining this distributed knowledge base became difficult and more error-prone.

The team needed a more scalable, centralized, and modern approach to create an authoritative source of truth, speed up response times, and reduce workflow friction.

The solution

All approved content in one AI-driven environment.

PERSUIT implemented Iris to modernize CSQ response workflows by consolidating all approved content into a single AI-driven environment. Iris makes information instantly searchable and eliminates the need for manual document switching or learning the structure of older systems.

The result: faster turnaround times, stronger accuracy and consistency, smoother onboarding for new contributors, and more time for client engagement and risk management. Iris reduces manual lookup, increases visibility, and improves collaboration by making vetted content instantly accessible to every team member.

The benefits

What changed for the team.

Excellent support for vendors with enterprise customers

Iris meets the rigor required for security reviews with enterprise customers. It centralizes approved answers, detailed evidence requirements, and policy references, supporting accurate, consistent CSQ responses with greater confidence. The Iris team worked tirelessly to support PERSUIT's use case, not only taking feedback but acting on it.

Eliminates the CSQ paper chase

Iris keeps pace with evolving needs by centralizing content and ensuring information stays current. It offers fast access to the latest product details, messaging, and positioning, reducing manual searching and version-control challenges.

Confidence without the learning curve

By reducing reliance on multiple documents or individual knowledge, Iris enables contributors to quickly find curated, approved content aligned with current standards. This accelerates onboarding, boosts consistency, and maintains human review at the core of the process.

An authoritative source of truth for CSQs

See it run
on your questionnaires.