PERSUIT’s Firm Profiles allows you to manage your engaged firm relationships. You can access key strategic, commercial and operational information about your firms through features such as detailed firm profile pages, profile tagging and commercial arrangement management. This will help streamline decision-making, enhance collaboration and provide a unified view of firm performance all within the PERSUIT platform.
In this article, you'll learn about:
Navigating Firm Profiles
From any page on the PERSUIT platform, hover over the main menu on the left side of the screen. Under the My Firms section, you’ll find Firm Profiles.
The default view of the Firm Profiles page is a “card” view. You can change the layout to a “list” layout, using on the list icon at the top right. The grid icon reverts to the card view.
Grid View:
List View:
Firm Profile Filters
Firm Profiles has robust filtering to help you organize and analyze the firms efficiently.
Use the View filter at the top right of the page to filter between all available firms versus only your organization’s engaged firms on PERSUIT.
Use the Search bar to identify specific firms by name.
Or use the Sort dropdown to organize by various options.
There is a Tags filter for searching by any of the tags applied by your organization to any firms.
Filter by Firm Lists, if your organization has used our Panel Management feature.
There is a Firm Practice Area filter where you can search by the firm’s top practice areas.
If you need to filter the firms by location, you can do so using the Country filters.
You can drill down location even further by City/State filters.
Detailed Firm Profile View
When you click into a specific firm profile card, it will take you to their detailed Firm Profile page.
Note: In order to be able to edit and manage any of these sections for your organization, you must have Template Manager access. If you don’t have Template Manager access, but would like to, please reach out to a Group Manager in your organization.
At the top of the firm’s profile, you’ll find their name along with links to their website and LinkedIn page.
To the right of that, you’ll find their Review score. This score is an average of all the reviews left by your organization’s users.
Underneath, you’ll see an area for customized Tags that can help guide your team around important firm attributes when deciding which firms to engage. These tags will also populate in the invitation section when drafting a request.
Note: There is a max of 10 tags on each specific firm profile but there is no limit to the number of tags created as a whole.
The next section of the firm profile contains core information between your organization and the firm.
Commercial Arrangements
Commercial arrangements helps define and tracking agreed agreements between your organization and this firm for work on PERSUIT. You can set up volume discounts, secondees, training hours, and other custom arrangements to create transparent pricing models that streamline negotiations and ensure consistent cost management.
To learn more about how to create and manage commercial arrangements, view this article here.
Reviews
The Reviews tab allows your organization to view submitted, structured reviews from your colleagues regarding engaged firms to help track performance, support relationship management and inform smarter firm selection. Standard users can leave and delete their own reviews and request reviews from colleagues . Group managers can manage reviews from any user within that organization.
Files
The Files tab is a repository where you can centralize firm-related documentation within PERSUIT. Users with any access level can download and view existing files. Only Template Manager users will be able to upload and delete the files within this repository.
Note: Common file types such as PDF, Word, and Excel, formats are supported. Upload limits may apply.
Rates
The Rates tab shows the latest, accepted rate cards and individual timekeepers that this firm has submitted in a Rate Review Pro request.
RFP Performance
The RFP Performance tab pulls data from Business Reviews (LINK ARTICLE) and displays performance data like number of wins, losses and more.
The second section of the firm profile holds information more specific to the firm.
Relationship Manager
Relationship Managers are users who would be good contacts to go to for any type of questions your organization may have regarding that firm. In case you don't know who at the firm to invite to your requests, consider inviting Relationship Managers instead.
The relationship manager status will appear on the firm contacts who are the relationship managers for your organization. There can only be a maximum of four relationship managers per firm profile.
Note #1: this does not automatically add the set relationship managers to the requests your organization creates. For more information on our Designated Contacts feature, please view this article here.
Note #2: In order for your desired contact to populate in this field when adding them as a relationship manager, they must be added as a contact in your organization's firm contact directory. Please reach out to support@persuit.com to register them to your organization's firm contact directory if that has not yet been done.
Total Awarded
Total Awarded displays the total value this firm has been awarded on PERSUIT requests by your organization to support you in performance discussions and decisions.
Firm Lists
Firm Lists shows you if this firm is included in any of your organization’s created firm lists via Panel Management.
Matters Awarded
Matters Awarded shows you recent matters and related information that the firm has been awarded by your organization. You will only be able to view the Matters Awarded related to the requests of which you have access whether through direct invite and sharing or through auto-share access.
About
About gives a firm overview, Headcount, HQ, AMLAW Rank and existing Certifications.
Office Locations
You also can find a list of their Office Locations around the world, if applicable.
Practice Areas
Lastly, there is a Practice Area list that shows you the firm’s top practice areas.
If you have any questions about how Firm Profiles works, please reach out to support@persuit.com.
Comments
0 comments
Please sign in to leave a comment.