We are excited to introduce Firm Profiles, designed to help clients manage firm relationships more efficiently. This feature provides a centralized hub for firm data, making it easier to track commercial arrangements, assess firm suitability, and streamline the RFP process.
Key Features & Benefits
✅ Centralized Firm Information – View and manage key firm details, including commercial arrangements, matters awarded, and relationship managers, directly within PERSUIT.
✅ Advanced Filtering – Easily find firms using location, practice area, and profile tags to refine your selection.
✅ Enhanced RFP Workflow – Firm Profiles are accessible directly within the invitation flow, allowing clients to make informed decisions without leaving the process.
✅ Seamless Firm Management – No more reliance on manual tracking—Firm Profiles provide a single source of truth for firm-related data.
Getting Started
Firm Profiles is now live in PERSUIT! Navigate to the Firm Profiles section to explore, or access them directly within the RFP invitation flow.
For more information on Firm Profiles, check out this article.
For questions or support, please reach out to support@persuit.com🚀
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