Industries · Legal services
Tribble writes the credentials. The relationship partner signs off.
Panel RFPs, outside counsel guidelines, client audits and fee proposals, answered from what your partners, general counsel and pricing team already approved.
Outside counsel guidelines
Tribble drafts the acknowledgment from the positions your general counsel approved.
A bank’s new guidelines run to dozens of provisions on billing, staffing, data and now AI, and the firm has to accept each one or say where it can’t. Tribble answers every provision with the position your general counsel approved, as a comment in the client’s own document, adds the firm’s standard clarification as a tracked change where one applies, and sends a provision no position covers to the general counsel in Teams. A partner signs the acknowledgment.
- Billing, staffing and data provisions answered from the positions your general counsel approved
- A provision no position covers, like consent before using AI on a client’s matters, goes to the general counsel in Teams
A partner signs every acknowledgment. Tribble never accepts terms for the firm
Client security and data audits
Tribble answers each client’s audit without giving away who else you act for.
Banks and insurers audit their law firms like any supplier, then ask what only a law firm gets asked: who can open their matters, how files come back at the end, and sometimes which of their competitors you act for. Tribble answers topic by topic from your security, records and risk policies. A question that would mean naming another client goes to your general counsel, and the answer describes the process, never the client.
- Data handling, breach reporting, screening and retention answered from your policies
- Information barrier questions answered from the process your general counsel approved
- No other client is ever named. Those questions go to the general counsel in Teams
Alternative fee proposals
Tribble scopes the fee proposal and leaves the numbers to pricing.
A client asks for a phased fee on its next acquisition: fixed for diligence, capped for the purchase agreement, a budget for closing. Tribble drafts each phase, its structure, the team and the assumptions from your pricing templates and past proposals. It leaves the fees out entirely for your pricing team to set, and anything no template covers, like a success-based element, goes to them with the draft.
- Phases, fee structures, staffing and assumptions from your approved templates
- A structure no template covers goes to pricing with the draft
- Tribble never sets a fee. Your pricing team does
Pitch meetings · Tribble Engage
Tribble shows the partner what this client has already been told.
Before the panel meeting, the partner asks Tribble in Teams what Lucerne has heard from the firm so far. Tribble answers with what the response said on team and billing, what Lucerne’s guidelines ask, and the one answer approved since the response went in, each with its source. In the meeting, the partner says what the firm already put in writing, and nothing it hasn’t.
- A brief before every pitch: what the client was told, what its guidelines ask and what changed since
- Live suggestions on recorded meetings, with consent
- Follow-ups drafted to Outlook, so partners send and file as they do today
Legal operations RFIs
Tribble answers legal ops the way your firm already bills.
Legal operations teams ask how you’ll bill, code and budget their matters: LEDES formats, UTBMS codes, budgets and reporting. Tribble answers from what your billing team approved, and shows where an answer matches what that client was told at the last panel.
What corporate clients send their law firms, from panel RFPs to billing rules.
Grouped by who owns the answer at the firm. Every one draws on the same approved credentials, positions, policies and past pitches.
| Document | What it asks for | Answer it with |
|---|---|---|
| Panels and pitches | ||
| Panel RFPs and re-tenders | Coverage, team, experience, added value and how you’ll work with the legal department | RFP automation → |
| Pitch requests | Credentials, team and approach for a single matter, often within days | Proposal automation → |
| Credentials and matter lists | Matters described with the client’s consent, or without naming the client | Proposal automation → |
| Diversity and staffing questionnaires | Team composition, continuity and firm-level programs, never an individual lawyer’s personal data | RFP automation → |
| Terms and billing | ||
| Outside counsel guidelines | Billing, staffing, data handling, AI use and conduct rules, acknowledged provision by provision | Proposal automation → |
| Alternative fee proposals | Phases, fee structures, team and assumptions. Your pricing team sets the fees | Proposal automation → |
| Legal operations RFIs | E-billing formats, UTBMS codes, budgets and matter reporting | RFP automation → |
| Security and risk | ||
| Client security audits | Data handling, breach reporting, screening, retention and return, information barriers and cyber insurance | Security questionnaires → |
| Vendor risk questionnaires | Bank and insurer third-party risk reviews, and the SIG, sent to outside counsel. ISO 27001 and SOC 2 evidence | Security questionnaires → |
| Risk and continuity questions | Your conflicts process, business continuity and professional indemnity insurance | Security questionnaires → |
Tribble connects to where your credentials, positions and past pitches already live.
Credentials in your CRM, policies and OCG positions in SharePoint, past panel responses in Google Drive, pricing guides in Confluence. Tribble connects to the tools it supports and keeps each one’s permissions.
A general AI tool can describe a matter. It can’t know which clients agreed to be named.
| Compare | Generic AI | Tribble |
|---|---|---|
| Answers from | Public training data | Firm content your owners approved for clients |
| Credentials | Can name a client, or a detail that identifies one | Only what each client agreed to, or routed to the relationship partner |
| Outside counsel guidelines | Accepts terms the firm can’t commit to | Each provision answered from your general counsel’s positions, or routed to them |
| Fees | Guessed | Left to your pricing team. Tribble drafts the scope and assumptions |
| Other clients | Can mention who else you act for | Never named. Tribble answers with your process |
| When the client asks who approved it | No record | Who approved each answer, and when |
Proof from a team doing the same work.
Customer story · 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 →
Rated by the teams that use it.
Fall 2026, across RFP, AI Sales Assistant, AI Meeting Assistants, AI Proposal Generator Tools and Sales Analytics. Source: G2.com, Inc. Read the reviews on G2 →
FAQ
Common questions.
Will Tribble ever name a client who hasn’t agreed to it?
No. Tribble writes credentials from your credentials records and names a client only where the record says the client agreed. Where no consent is on record, the matter goes to the relationship partner, and their decision is kept for the next pitch.
Does Tribble run conflict checks or accept a client’s terms?
No. Tribble doesn’t check or clear conflicts, and it doesn’t accept terms for the firm. It drafts answers about your conflicts process and your positions on a client’s guidelines from what your general counsel approved, and a lawyer approves and signs.
Can Tribble answer a client’s outside counsel guidelines?
Yes. Tribble works through the guidelines provision by provision with the position your general counsel approved for each, and adds your standard clarification where one applies. A provision no position covers, like a new rule on AI use, goes to the general counsel before anything is accepted.
Does Tribble put prices in fee proposals?
No. Tribble drafts the phases, fee structures, team and assumptions from your pricing templates and past proposals. Your pricing team sets every fee.
How does Tribble handle diversity and staffing questionnaires?
Tribble answers from the firm-level figures and programs your firm has approved for clients. It doesn’t draw on any individual lawyer’s personal data, and a question no approved answer covers goes to its owner.
Is Tribble secure enough for client data?
Tribble is SOC 2 Type II compliant, and every source keeps its original permissions, so an answer never draws on a document the person asking couldn’t already open.
Can partners use Tribble before and during a pitch?
Yes. Tribble Engage briefs partners in Teams or Slack on what the client has been told, answers with the approved answer and its source, suggests answers live on recorded meetings, and drafts the follow-up to Outlook for the partner to send.
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, a client’s outside counsel guidelines or a security audit. We’ll answer it from your own material on the call, and show you which questions Tribble would route to your relationship partners, general counsel and pricing team. If you don’t have one handy, we’ll use ours.
Book a working session