How can I use AI Smart Scoping to build an RFP?

Leveraging PERSUIT's best-practice frameworks and templates, it generates phase-based request drafts that align with your specific matter, ensuring firms propose pricing against the correct milestones and cost categories. At the same time, it tailors RFP questions to the nuances of each case, so every sourcing event launches with a fully customized, ready-to-send request.

• Video walkthrough
• Navigating to AI Smart Scoping
• Creating the Matter-Specific Prompt
• Generating an AI-built RFP in less than a minute
• Editing the AI-built RFP in Draft before Publishing 

Note: PERSUIT’s AI Smart Scoping is an opt-in feature per organization. Please view this article to learn how to opt-in. 

Video walkthrough

Navigating to AI Smart Scoping

On the PERSUIT homepage, the AI Smart Scoping tile lives in the Quick Start carousel. Click Create with AI and you’ll be directed to the AI Smart Scoping feature.

Creating the Matter-Specific Prompt:

There are two ways you can define a matter specific prompt:

• Writing a detailed matter brief
• A combination of both a written brief and uploaded, key documents 

Note: AI Smart Scoping is currently optimised for Litigation, M&A, and Portfolio matters, with broad foundational support for General Advice.

The draft requests that it generates come from PERSUIT's encyclopaedic knowledge of best practice request scoping. This is client-agnostic, and does not (yet) factor your organization's own custom templates. Please reach out to support@persuit.com or your customer success manager for more info.

Writing a Matter Brief 

You can create an AI-built RFP without uploading any documents, by simply writing a brief about the matter in the text box. The more details you can share, the more tailored the RFP draft will be to your needs. We recommend including additional details around jurisdiction and information you’d like to collect from your firms like key strategies, relevant experience and preferred pricing or AFA structures. 

Writing a Brief AND Uploading Key Documents

To generate an RFP with even richer and defined context, you can also write a matter brief and upload key documents at the same time. Our AI Smart Scoping feature will analyze the document and generate an RFP that incorporates the requirements in that document. 

Note: to upload key documents, like complaints or briefs, they must be in in PDF format.

Generating an AI-built RFP in less than a minute

After you have defined the matter brief and prompt, press the Generate button in the top right. 

The AI Smart Scoping feature will immediately begin analyzing your written brief or uploaded documents. You’ll see this happening in real time as the feature begins “Thinking” and identifying the key aspects required for the RFP.

Once complete, a panel on the right hand side shows a preview of the draft request structure. This starts with the Summary section, and you can scroll through to Pricing and Questions. You'll also find the total time it took to complete the RFP generation, which is typically under one minute.

Editing the AI-built RFP in Draft before Publishing

If and when you're happy with the preview, you can transfer to PERSUIT’s drafting screen with the Begin Editing button at the top. 

Every major section in the draft will be populated, from the summary to pricing and questions. You can tailor it and make any necessary edits to the RFP before publishing. For a comprehensive guide on how to draft a request, see this article.

If you have any questions, please reach out to support@persuit.com.