How can I leave internal notes on firms and their proposals for my colleagues?

PERSUIT allows you and your team to leave internal notes about each law firm and their respective proposals for easier team collaboration.

How can I leave notes on a firm's proposal?

In the specific proposal, you'll find the Notes button at the top of the navigation bar.

The Notes popup will appear. If your colleagues who have access to the request have already left comments on the proposal, you’ll be able to see these notes.

To add your note, click Add Note to open the rich text editor and leave any notes and comments you may have. Press Save Note once done.

You'll find the note now listed in the Notes popup. Your colleagues will be able to see this note when they view this proposal from their own accounts. 

How can I leave notes about a specific firm I've invited to my request?

You can also create and edit your notes through the Firms tab. In your request, navigate to the Firms tab to find a list of the invited firms. 

When you find the specific firm, you'll find a Notes button near the top left of their designated section. The Notes feature here syncs to the Notes feature in the individual proposals. 

The Notes popup will appear when Notes is clicked. You'll be able to view colleagues' notes or create and edit your own notes. 

If you have any questions about the Notes feature, please reach out to our Support team at support@persuit.com.