Automating RFPs and Security Questionnaires for Law Firms

Did you know the average RFP can take thirty-two hours of manual grueling work? Now, in this video, in under ten minutes, I'm gonna show you how you can use AI RFP automation to drastically reduce the amount of time it takes to get to a first draft for your RFP, DDQ or security questionnaire using AutoRFP.ai. Sick. Let's jump into it. So at AutoRFP, we're an AI RFP software automation platform, across the globe with hundreds of customers using our software every day, battle-tested AI to help you automate RFPs. First, what's the problem? So an RFP or request for proposal or due diligence questionnaire or security questionnaire is a pain felt across all industries, whether it's construction, software, technology, finance, healthcare, anyone selling

to government or private businesses. And these glorified question and answers take hours and hours for people to complete, for them to win new business. It's a crucial part for your business to win enterprise and government contracts, which really help you grow sustainably and quickly. But when you go to bid on one, you are met with the RFP. Average response times are thirty to forty hours, usually involve five to eight people, seventy percent of content is reused but hard to find, and the average win rate across all industries is only forty-three percent. So you're spending hours with uncertainty that you may win, which is where efficiency and writing better responses, leveraging AI helps you win more faster. Now, looking into RFP automation, you have a number of options.

You can pick up a legacy RFP software. They've been around since the late nineties. They brought software to the RFP problem. Effectively, a glorified question and answer bank, like a database. You upload Q&A pairs, and then they try to use keyword matching to find the most relevant to then help you answer questions that you get in your new RFPs and tenders. You can also do AI builds yourself. So you might use ChatGPT or Claude, and you can see our other videos about how you can potentially use them. But effectively, you hit a ceiling where it's hallucinating, it's taking more time now to fix things than it should, and just doesn't have enough context to find the right answer most of the time. Or you can choose an actual AI native leader like AutoRFP.ai. Built from AI from the get go and have built the engine around zero

hallucination, multimodal architecture to leverage the latest models across all your major providers, library-less approach, so it doesn't take a lot of time to maintain the system, really high automation rates and enterprise security built in from day dot. So why do teams choose AutoRFP.ai? The reason is your knowledge is always current. We integrate with over twenty different systems, and we pull in from all your various file management and different software to make sure that your data is always up to date, and you don't have to maintain it across multiple different places. We're most accurate in the category because we leverage the different models, including specialized re-ranker models, embedding models, search models, and your large language models where they're best. And our team of over fifteen software engineers and AI engineers make sure that this is battle-tested, evals are correct, and it produces the correct answer based off your source context. And it's one platform for every stage of the RFP journey, from intake to new RFP

to AI-powered go/no-go to drafting to reviewing and using agents to review and update your RFP response, translation to collaboration across SMEs and different team members, ensuring that they can easily collaborate in an easy-to-use platform, and then exporting as well. Let's start with the AI native auto library. This is the core of the platform where your different content sources and past projects and up- and web scraping all live in the one place and- Any question that comes up, whether it's in an RFP or a team member asking the question, can be automatically answered with trust-based scores, specific semantic search, and ensures that the correct answer is found and used to then answer and generate an appropriate response. Then effectively, you upload a blank RFP.

The AI-powered response engine then automatically generates responses, translates it and everything to have the correct answers. Then your team can very easily edit, review, integrates with Slack and Teams, and everyone's notified on project deadlines. Now, I've spoken enough. Let's jump into the actual product, and you can see AI RFP automation from the start. We start by creating a project, which is a new RFP. We've got our portal agent that can scrape your requirements from web portals like SAP, Ariba and others, automatically ingesting those answers into your AutoRFP.ai instance, and then automatically drafting responses for you to easily enter back into the portal. Or you can upload a zip that contains a PDF, Excel, Word doc of your RFP and import that into the platform.

First we have our AI go, no-go. This ask different questions of your RFP based on your company context to ensure that should we actually bid on this RFP before we start it. It'll automatically grab out key details and link it to our CRM via our integration with Salesforce and so on. And here it's answered each question, and you can see it has confidence levels, it has trust built in, and you can then look back and see where the original source and what, for instance, table or other information. Our AI importer automatically selects every requirement, child requirements, dropdown pick lists response cells, everything else that's required for that RFP. We can manually change it if needed, but it automatically pulls that in. Then we can choose what content from our library or just choose every content, and our intelligent tagging and hierarchy system will make sure that the most relevant content is used for that response. And then I can create my project.

Next, the AI response engine then automatically starts sourcing the correct content from your auto library, re-ranking and finding the most relevant information, using that to then draft, redraft, and edit responses vi- with AI, and then provide those responses back to you in matter of seconds. And you can see here my thirty or so requirements automatically being filled out across the entire project. It's chosen the relevant pick lists, and each one of these have trust scores that I can understand further where this came from. It also has our AI-powered feedback score, and this is where AutoRFP is different to other systems. We don't wanna just help you source the correct answers. We wanna help you write better responses. And this goes into our feedback loop, where as you use the platform and write better responses, the AutoRFP system learns from those responses, and continually, your responses get better to help you win more faster.

Here we can do inline comments, so I can notify my team and so they can jump in, get notifications. I can submit, approve, add attachments, and everything else I can do in this platform. Finally, we have our project overview, which is our project management HQ for this particular RFP, making sure everyone understands deadlines. You can send reminders out to team members and just know when something needs to be completed by and when completed by and who is completing it, making sure that your RFP response is submitted on time and you're not faced with five PM Friday deadlines, calling someone to make sure you can get the correct answer to the correct question that's our short introduction to AutoRFP.ai. There's a lot more in RFP automation and AI RFP software that you can learn but feel free to reach out to our team. We'd love to provide a detailed demonstration to you so you can understand if this is a good fit for your business Already, AutoRFP.ai is in forty-four-plus countries across the globe with hundreds

of customers across different industries like technology, finance, and healthcare, and our customers are winning more faster. One of our customers like Shana Sweeney from SugarCRM won fifteen of their top twenty-five enterprise customers using AutoRFP.ai. They're using AI RFP automation to win more today, and it's a competitive advantage for their businesses. Our pricing is incredibly transparent. You can find more information on our website, to get in touch with our team, head over to our website, AutoRFP.ai. Book in a demo today and learn more and see if we can help you win more faster.

Okay, I just got a portal that I have to jump into, complete a security questionnaire, pretty stock standard. I help out all our team at AutoRFP.ai completing security questionnaires and so on. It's kinda like the same old questions. Luckily, I got our tool, I'm gonna show you how to use an agent to automatically answer and extract all the different kinda security questionnaires from this portal. So in my example, I'm using UpGuard. There's heaps of different portals out there. Good thing about this agent, it actually works in any portal. It uses AI computer vision to automatically scan the page and then to pull in all the information.. So you can see it now working across this portal. It's looking at the page, and it's using effectively an agentic workflow to figure out the HTML and page structure of the page, and that's how it can work in any single portal. Then it looks and tries to understand and learn the page structure, and then once it has the page structure, you'll see it interacting with the page.

It's effectively taken over my browser, and that's one of the cool things about kind of browser agents, and that's what this is. This is AutoRFP.ai's portal agent that works via Chrome extension in your web browser. You've got other agents out there Claude's Chrome extension, ChatGPT's Chrome extension, and so on or the ChatGPT browser. Where I find they really fall down for security questionnaires, and I have tried them, is they're very slow. They actually just try to kinda move around their mouse very slowly, constantly taking screenshots, and it just doesn't actually do the thing. Whereas this portal agent is purposely built for web portals that have questionnaires in them. So that could be, like, SAP Ariba vendor port-- that could be, like, SAP Ariba, Unimarket UpGuard, RiskLedger any web portal that has that. It could be DDQ portals like Deseti, Diligence Vault, and so on. And effectively, it's built for that, and still using its AI computer vision,

it then scrapes the portal automatically and pulls in all the information. Let's see. So it actually completed that very quickly while I was talking. It's grabbed the questionnaires, understood the page structure, and then gone through, and for this one, there was one hundred and forty-one requirements. You can see them all here, and it's pulled that, all that information in. And that's the first step. Let's automatically grab all of the different requirements that's in my portal. But then I wanna go further. I wanna use AI to start automatically answering my security questionnaires. So looking at my imported questions, I can see they work. Then I can view that in my project. So here is AutoRFP.ai. AutoRFP.ai is used across the globe in forty-four plus different countries by hundreds and hundreds of businesses everyone from SaaS, unicorns in Silicon Valley to startups to India's largest law firm use us for security questionnaires and automating that tedious response. And here are my requirements.

AI has actually automatically answered all of the requirements here while I was talking and pulled that information in. You can see it couldn't find the answers for some of them. It's provided our AI trust score. Why you need a trust score when you're looking at AI content, especially something just as important as security questionnaires, is you need to know is, can I trust this response? Looking at this is scope stored. I can jump in here, and I can understand specifically what information is being used, like past responses and which it used to answer that requirement I can look further. I can add attachments, which is really common here. So I can add our data processing agreement, and then that will be included in the export. And then I can just look through in response. I can easily select a bunch of responses. So if I wanna go to everything in the section for application security take those two requirements, they haven't been filled out yet, assign them to the solutions team, and they are gonna be the editor, and I'll tick myself, keep myself as the approver in the security team, and then I can easily

wait for them to answer those questions. They'll get like a Slack or Microsoft Teams notification to answer that, and then they'll come back in and fill it out. then I have my project overview, so I can see everyone who's involved in the response for the security portal, what they have left to submit, and what attachments and what the AI draft rate and everything else was. And then once I complete it, I can just kinda jump back into the portal, look at the answers, easily grab this answer, and just chuck it back in there and easily answer as needed with my examples and so on. That was a really short overview of AutoRFP.ai and the portal agent and how you can use agents to automatically respond to your security questionnaires that you get. The really great thing about AutoRFP.ai is it is a purpose-built RFP software. We're not a GRC platform. We're not trying to do a hundred different things. It's built for things like security questionnaires, RFPs. That way, it's not just using policies to answer questions and your certifications. It's actually looking at past responses.

It continually learns from your work as you use it. It has the full collaboration suite, and it has a really robust importer. Look at my next video and you can see how I import a SIG questionnaire automatically in a matter of seconds with AutoRFP.ai that I've received from a prospect, and the AI automatically detects requirements and every answer block and response cell that I need to respond to and automatically starts generating those responses. If you're keen to learn more about AutoRFP.ai and how we can help you automate security questionnaires via the portal agent, then what you want to do is jump to our website AutoRFP.ai. Jump to Book a demo, and you'll be able to grab a time with our team where they can help tailor the solution to your specific use cases. So jump online, book a demo if you're keen to understand how the portal agent can be used to automate your security questionnaires. Thanks.