Panel Management

In-house teams often need better ways to create and manage lists of firms, including panel firms and approved firms. They want to:

• Organize firms by several dimensions, such as panels, approved firms, and firms used for high-risk matters.
• Identify and invite those categories of firms to relevant requests, so panel and approved firms are not overlooked.
• Guide attorneys on who to invite without removing their autonomy.

Product Walkthrough

Panel Management login here

List Creation

Panel Management can be accessed by all users in the top left menu on PERSUIT. Only those with the Group Manager role permissions will be able to create, edit, or delete lists. All other users will have read-only access.

Step 1: List Names/Descriptions/Instructions

Group Managers create and categorize firm lists. Optionally, mark the list as Panel or Approved. Each list has a unique name, description, instructions for use, and established and refresh dates. This information appears to users who are drafting requests and adding firms from lists.

Step 2: Adding Firms to a List

In this second step, Group Managers can search and add firms to their lists. Note that in V1, only firms who the client has previously invited to requests on PERSUIT will appear here. If you do not see firms here that you'd like to invite, please reach out to your Customer Success Manager. You can also leverage Firm Recommender, which is linked at the bottom right, to explore firms for this list.

Step 3: Review and Confirm

In this last step, Group Managers will have the option to review the full list of firms they've added, the description and instructions for the list, as well as the established and refresh dates. Once they click Create List, this list will flow to their Panel Management dashboard and be available on the invite list for any new request.

Invite View

Accessing Lists While Drafting Requests

Firm lists are integrated into the invite screen, both during drafting and after publishing a request, in case you want to add more firm contacts to the request at any point following publish. This enables users to easily access and invite contacts from curated lists with clear instructions for each list.

Adding Specific Firms within Lists

By clicking the dropdown symbol (^) on any specific List Name, you will see all of the firms available within that list. 

Adding Specific Contacts from Each Firm

Taking it a step further within a list, by clicking into the dropdown symbol (^) on any specific firm, users will see all individual contacts available within that firm, allowing you to individually select specific firm contacts. Please note that upon selecting an individual contact, these contacts will not receive the request until you click Send. They will simply be added to your Invitation List queue.
 

FAQs

Will firms that PERSUIT previously tagged as panel firms appear in Panel Management?

Yes, we are importing all previously tagged panel firms for each client and on Day 1 of launch, they will already be set up as a Panel List for the respective client.

Which permissions within the platform can set up Panel Management?

Only Group Managers can create, edit, and delete lists. Other users can open Panel Management from the top left menu with read-only access, and can invite firms from the lists.

What are best practices for Group Managers when setting up lists?

As mentioned, any customer that has at least one panel firm today will have a panel list set up automatically at the time of release. This will be a general list called "Panel". Group Managers can then add more firms to that list and create entirely new ones.

Best practices:

• Give every list a clear name.
• Use the Panel tag only for lists where all firms are panel firms. If a list mixes panel and non-panel firms, do not tag it, or tag it Approved if every firm is approved.
• Fill in the instructions field, because attorneys see it on the invite screen..
• Fill in the date fields so users can see how recent each list is.

Do lists live at the Group or Team level?

Currently at the Group level, so the lists will be visible to all users within your Group.

How does Panel Management interact with the data within Firm Recommender?

Previously, Panel firms would always appear in Firm Recommender if that firm was previously tagged as 'Panel'. With this release, Firm Recommender will now show any Panel firm that is part of a list that is labeled as 'Panel'. So again, it is important to only tag lists as 'Panel' if all firms within the list are truly panel firms.

I don't see any (or I only see a few) firms listed on my Panel Management page. What if I want to create a list with other firms that aren't shown here?

Today, in the List creation view, you will only see firms if you've already invited them to a request through PERSUIT. Newer clients who want to set up lists right away, but have sent very few or no requests, will only see the firms they've invited so far on PERSUIT, which could be a few or none. If this is the case, please see this article for how to add more firms to your view.

Is there a limit on how many lists I can create?

There is no limit on list creation.

Will this flow to Insights in any way?

Not in V1, but later on we do plan to show whether or not the invited & selected providers are part of an approved or panel list. More to come here.