Industries · Legal services
Every panel RFP asks what you’ve already answered.
Panel reviews, client security audits and outside counsel guidelines ask for the same credentials, rates and controls. Tribble answers them from what your practice groups, pricing and IT already approved, and sends only the new questions back to them.
- 2.1Describe the firm’s cross-border M&A experience in the last three years. Practice groupApproved answer, reused
- 3.4Provide your proposed rate card and alternative fee arrangements. PricingApproved answer, reused
- 4.2Describe your conflicts check process. RiskApproved answer, reused
- 5.1Do you hold ISO 27001? Describe how client data is encrypted. IT securityApproved answer, reused
- 6.3Confirm you will follow our billing guidelines for this panel. BillingNew, sent to its owner
The documents clients send.
Grouped by who owns the answer. Every one draws on the same approved firm content.
| Document | What it asks for | Answer it with |
|---|---|---|
| Practice and business development | ||
| Panel RFPs and pitches | Experience, team, credentials and approach | RFP automation → |
| Credentials and matter lists | Deal and case descriptions cleared for client use | Proposal automation → |
| Pricing and billing | ||
| Rate cards and fee arrangements | Rates, discounts and alternative fee arrangements | RFP automation → |
| Outside counsel guidelines | Billing, staffing and reporting terms | Proposal automation → |
| Security and risk | ||
| Client security audits | ISO 27001, SOC 2, encryption, access control and incident response | Security questionnaires → |
| Risk and continuity questions | Conflicts process, insurance and business continuity | Security questionnaires → |
Three kinds of client, three kinds of review.
Corporate legal departments
General counsel run panel reviews every few years, then check the firm again on each matter.
- They send
- Panel RFPs, security audits, outside counsel guidelines
- They check first
- Expertise, rates, security
Banks and insurers
Financial institutions put outside counsel through the same vendor risk process as any supplier.
- They send
- Vendor risk questionnaires, SIG, panel RFPs
- They check first
- Data security, business continuity, regulatory experience
Private equity and funds
Funds choose counsel deal by deal and expect credentials ready the same day.
- They send
- Pitch requests, credentials, conflicts questions
- They check first
- Deal experience, team, speed
One question, start to finish.
What happens to a single question when a client security audit lands.
The question
Describe how client data is encrypted at rest and in transit, and whether the firm holds ISO 27001 certification.
Example: client security audit, owned by your IT security lead
- 01
It comes in
The audit arrives as the client’s spreadsheet or through their vendor risk portal. Tribble reads every question and picks out the ones it has seen before.
- 02
Tribble drafts it
It matches the question to your approved security answer and drafts the reply.
Sourceinformation security policy. Owner: your IT security lead. - 03
Only what’s new gets reviewed
The certification scope changed this year, so this answer goes to IT security with the change marked. The rest go straight through.
- 04
It goes back in their format
The answers go back into the client’s file, ready to submit.
What it looks like in Tribble Respond.
Partners who can answer the client’s question on the spot.
Tribble Engage answers partners and business development teams in Slack or Teams with the approved answer and its source, so a partner in one office can speak to the firm’s work in another.
Every answer comes from content the firm cleared for clients, with its owner attached.
Example · Teams
@Tribble which of our recent restructuring matters can I mention to a bank client?
Use the approved restructuring credentials list. It shows which matters are cleared for client reference.
Sourcecredentials list, approved by Business DevelopmentMapped to what client auditors ask about.
- ISO 27001Information security management
- SOC 2 Type IITrust services criteria and the report itself
- SIGBank vendor risk questionnaires sent to outside counsel
- Outside counsel guidelinesBilling, staffing and matter reporting terms
- GDPRPersonal data held for clients
- NIST CSFSecurity program questions
Tribble answers from your own evidence for each framework. Tribble itself is SOC 2 Type II compliant.
It learns from the tools your team already uses.
Credentials in your experience database, precedents in iManage or SharePoint, past RFPs in Google Drive, client notes in your CRM. Tribble connects to the tools it supports and keeps each one’s permissions.
Why general-purpose AI isn’t enough for panel RFPs.
| Compare | Generic AI | Tribble |
|---|---|---|
| Answers from | Public training data | Firm content already approved for clients |
| Credentials | Can cite matters you can’t disclose | Only credentials cleared for client use |
| Rates | Guessed | From the rate card pricing approved |
| Security answers | Paraphrased | Linked to your current policies and certifications |
| Review | Partners check everything | Only new or changed answers go to their owner |
Proof from a team doing the same work.
Customer story ยท Revenue software
How Clari answered a 200-question RFP in under an hour
“What used to be a purely administrative process is now driving strategic insights that help us uncover product gaps and win more deals.”Brian Cody, VP, Sales Engineering, Clari Read the Clari story →
Clari isn’t a law firm, but its governance, risk and compliance team answers the same kind of client security questionnaire, with specialist review and a record of every answer.
Rated by the teams that use it.
Fall 2026, across RFP, AI Sales Assistant, AI Meeting Assistants, AI Proposal Generator Tools and Sales Analytics. Read the reviews on G2 →
FAQ
Common questions.
Can Tribble keep confidential matters out of our responses?
Yes. Credentials have to be approved for client use before Tribble can cite them, and each source keeps the permissions it already had.
We have offices in several countries. Can each keep its own answers?
Yes. Answers can be approved for one office or for the whole firm, and every office answers from the approved version.
Does Tribble help with outside counsel guidelines?
Tribble answers guideline questions from the terms your billing team approved, and anything new goes to them.
Is Tribble secure enough for client data?
Tribble is SOC 2 Type II compliant, and every source keeps its original permissions, so people only see what they’re allowed to see.
How is this different from our experience database?
An experience database holds matter records. Tribble drafts the answer from them, shows its source, and sends anything it isn’t sure of to the right partner.
Bring your next panel RFP.
Send a redacted panel RFP or client security audit. We’ll answer it from your own material on the call, and show you which questions would go to each practice group.
Book a working session