RocketDocs Launches LUMA, the Trustworthy AI Platform Built to Deliver ROI in Business Workflows

Dallas, Texas Wednesday Mar 4, 2026 @ 8:30 AM US/Central —

RocketDocs today 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.

“RocketDocs has spent decades helping some of the largest and most highly regulated organizations manage trusted content for high-stakes business workflows,” said Perry Robinson, Founder and CEO of RocketDocs. “With LUMA, we are extending that 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. LUMA is built to do both.”

“Many AI tools are impressive in demos, but enterprise teams need more than general-purpose answers,” said Scott Getchel, Head of Product for LUMA. “They 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—like marketing content, proposals, RFx responses, and solutions engineering. That is where LUMA creates real value.”

“Enterprise adoption will accelerate when organizations can trust the operating model and clearly measure the outcome,” said Jerry Murry, Silicon Valley tech veteran and Member of the RocketDocs Board of Directors. “LUMA stands out because it combines strong control and security with practical, workflow-specific applications that help teams work faster and more effectively.