Through PERSUIT’s Rules & Governance capabilities, Group Managers can create and manage standardized Terms & Conditions, from boilerplate to attachments, used across all requests and matter types for their entire group.
Note: if your group needs more flexibility around Terms & Conditions depending on the nature of the matter and workflow, this may not be the right feature for your group. A better approach may be to use bespoke custom request templates. Speak to your Customer Success Manager about your strategy.
- Navigating to the Rules & Governance Page
- Creating New Terms & Conditions
- Editing the Terms & Conditions
- What do the Terms & Conditions look like in a request?
- What happens if Terms & Conditions have not been set for my group?
Navigating to the Rules & Governance page
This lives within Settings at the bottom of the expanded main menu.
Note: if you do not see Settings, this means you do not have Group Manager access. Please reach out to support@persuit.com if you would like access, cc'ing another Group Manager for approval.
Click Rules & Governance found in the Settings.
You’ll find Request Terms & Conditions in the Rules & Governance page.
Creating New Terms & Conditions
Click + Create New Terms & Conditions. These will appear on every request by your group.
Fill out the fields in the modal, starting with a name in the Details field.
Next, use the Terms & Conditions field to add the standard, contractual language that will appear on all requests. This may include binding offer terms, billing guidelines, confidentiality, cost responsibilities, termination rights, and other conditions.
Use the Attach Files button at the bottom of the window for supplementary documents.
Press Save Changes after you’ve finished setting up your T&Cs.
Note: if any existing templates include T&Cs within the Summary section, there may be some duplication when standardized T&Cs are set. View this article to learn how to edit and manage templates.
Editing the Terms & Conditions
You can edit or delete the Terms & Conditions for your group at any time. In published T&Cs and press Edit, found In the Request Terms & Conditions section.
Make your edits and press save changes.
Press Delete to remove the inclusion of T&Cs in your group’s requests moving forward. All published requests with existing T&Cs will remain.
What do the Terms & Conditions look like in a request?
Drafting Page & Preview
When drafting a request, users will see a Terms & Conditions section under the Settings. The Terms & Conditions will be automatically included in any new request draft and will always inherit the latest version.
They can also Preview their drafted request and find the Terms & Conditions at the bottom.
Published Requests
The Terms & Conditions will keep the version that was active when the request was published. In the Matter tab of the request, users will find the T&Cs at the bottom similar to the draft preview.
What happens if Terms & Conditions have not been set for my group?
In a new request draft, users will see this warning: Your organisation hasn't set standard Terms & Conditions. You can still publish this request without them.
Users can either set their own T&Cs within the Summary of the request or leave them out completely.
If you have any questions, please reach out to support@persuit.com.
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