RocketDocs Launches LUMA AI Platform to Address Enterprise Trust and ROI Challenges

RocketDocs announced the launch of LUMA, a new AI platform designed to help enterprises adopt AI in a way that is both trustworthy and commercially effective. Built for secure, governed use in regulated and enterprise business environments, LUMA combines a trusted enterprise AI assistant with vertical applications that use company knowledge to improve the efficiency of high-value workflows, including marketing content creation, sales proposal preparation, RFx questionnaire responses, and solutions engineering support. LUMA is designed to address two major enterprise AI challenges at once: trust and payoff. Many organizations remain cautious about using general-purpose AI tools with sensitive business information, and many are also struggling to convert AI investment into measurable day-to-day operational gains. LUMA addresses both by focusing on secure, controlled use cases tied to specific business outcomes.

Unlike broad, open-ended AI tools, LUMA is designed to operate within enterprise-defined boundaries. The platform limits AI activity to a company’s authorized knowledge sources rather than the open internet and allows users to direct the AI to specific libraries, folders, or curated repositories. LUMA also emphasizes enterprise-grade governance and security controls, including permission-aware access to content, controlled knowledge scope, administrative oversight, and workflow accountability. In addition to serving as a trustworthy general AI assistant for teams across the business, LUMA is differentiated as a vertical application provider that puts company knowledge directly to work in core revenue and operational activities. The platform is designed to help teams create accurate, on-brand marketing materials, prepare sales proposals more efficiently, answer RFx questionnaires with greater speed and consistency, and support solutions engineering teams through an AI Solutions Engineer capability that helps team members retrieve approved technical content, assemble accurate responses, generate solution narratives, and work more efficiently in complex pre-sales and customer-facing workflows.

These applications represent LUMA’s first vertical tools and the beginning of a broader product roadmap. RocketDocs expects LUMA to quickly expand with vertical applications for Customer Success and HR teams, including use cases such as renewal and account-plan preparation, QBR and customer communications support, onboarding and policy guidance, internal knowledge assistance, and the creation of approved people-process content. Perry Robinson, Founder and CEO of RocketDocs, stated that with LUMA, the company is extending its foundation into AI in a way that addresses both of the market’s biggest concerns: whether AI can be trusted with sensitive information, and whether it can deliver real business ROI. Scott Getchel, Head of Product for LUMA, emphasized that enterprise teams need AI that works inside approved knowledge boundaries, can be directed to the right libraries and folders, and is purpose-built for the workflows that matter. Jerry Murry, Silicon Valley tech veteran and Member of the RocketDocs Board of Directors, noted that enterprise adoption will accelerate when organizations can trust the operating model and clearly measure the outcome, highlighting LUMA's combination of strong control and security with practical, workflow-specific applications. For more information, visit https://www.rocketdocs.com.