RocketDocs CEO Perry Robinson: 80% of Boards Push AI, Only 20% Trust It

Frequently Asked Questions

What is RocketDocs and what does it do?

RocketDocs is a 30-year-old company specializing in proposal response, RFP management, and knowledge management, primarily for regulated industries like life sciences, healthcare, insurance, and financial services. The platform stores company knowledge that has been approved by subject matter experts, then automatically matches and deploys answers to long-form questionnaires and RFPs, eliminating repetitive form-filling and version-control headaches.

What is Luma, and how is it different from ChatGPT or Claude?

Luma is RocketDocs' secure generative AI product line that runs on a customer's own knowledge base inside their virtual private cloud. Perry Robinson describes it as 'limited on purpose' because it does not crawl the internet, so answers stay grounded in approved company content and avoid hallucinations or contamination from outside data sources.

What is 'shadow AI' and why should executives worry about it?

Shadow AI refers to employees using public tools like free ChatGPT, Claude, or Gemini to move faster, often pasting proprietary company data into sessions without authorization. Robinson notes that even vendors building shadow-AI detection tools had not considered third-party AI providers sitting behind other apps, meaning corporate IP can flow to OpenAI or others with no contractual protection.

Why does Robinson say 'policy is a promise, architecture is a guarantee'?

Robinson uses the phrase to argue that contractual language alone cannot protect sensitive data once it leaves a controlled environment. RocketDocs builds security, confidentiality, and compliance directly into Luma's architecture, audited under ISO 27001 and SOC 2 Type 2, so customers can verify protections in practice rather than relying solely on written commitments from vendors.

What did Atlassian announce, and why is it significant?

Atlassian recently announced that data inside Jira, Confluence, and related products will be used to train its AI unless customers are at the highest enterprise tier and explicitly opt out. Robinson actually applauds Atlassian for disclosing the change publicly, but warns it illustrates how data-hungry SaaS vendors are reshaping terms, often with only 30 days' notice to opt out.

How does the EU AI Act factor into RocketDocs' customer conversations?

Robinson notes the EU AI Act comes into force this summer and can impose massive fines calculated against a company's annual revenue. As a result, RocketDocs increasingly engages AI governance committees, chief compliance officers, general counsel, and chief legal officers who are negotiating AI addenda and verifying that vendor data flows match their internal policies.

Who buys RocketDocs and how can listeners reach Perry Robinson?

RocketDocs serves regulated enterprises including marquee customers using the product for over 20 years, with growing demand from defense, law enforcement, and product-launch teams needing secure large-file transfer. Listeners can visit www.rocketdocs.com or www.askluma.io, connect with Perry Robinson on LinkedIn, or email him at [email protected].