PERSUIT Reviews enables you to share internal performance feedback on the firms you’ve engaged, helping your in-house colleagues learn from your experience. All users, regardless of permission levels, will be able to complete and leave firm reviews.
You can leave general feedback, feedback tied to the firm’s overall performance and quality across all engagements, or matter-specific feedback, feedback tied to a firm’s performance on a particular project or engagement.
Note: if you’d like to leave internal feedback specific to a firm’s proposal, please use the Scorecard feature. If you’d like to share feedback directly to a firm regarding their proposal, please use the Firm Feedback card.
How can I navigate to Reviews?
Click on Reviews which can be found under My Firms in the main menu to the left of any PERSUIT page.
Leaving Reviews
How can I leave a proactive firm review?
At the top of the Reviews page, you’ll find the Leave Review button.
The Leave Review window will appear.
You will first need to decide the firm of which you’d like to leave a review. The firms shown here are the same ones listed in your organization’s contact directory.
Choose between sharing general feedback or matter-specific feedback. If you’d like to leave matter-specific feedback, use the additional dropdown to select the relevant request from the list of matters you’ve engaged this firm on.
Press Continue to move forward.
The next screen will display the review questionnaire that has been customized by your organization.
Most questions will be answered in a 5-star rating format but you’ll have the opportunity to explain your reasoning using the + Add Reason button. If there’s any review question that is not applicable to the firm, use the N/A toggle to exclude it.
At the end of the review questionnaire, you’ll find the Add a Written Review of Your Experience where you can provide additional feedback about your experience with the particular firm.
You can Save Draft to finish the review later or Complete Review to finalize the feedback.
Note: only users with Template Manager access will be able to update the review questionnaire.
How can I complete a review that a colleague has requested?
Colleagues can request reviews from you to gather valuable firsthand insights about a firm’s performance. They can ask you for general feedback or matter-specific feedback. View this article if you’d like to learn how to request a review from your colleagues.
When a colleague requests a review, you’ll be notified by email.
In the Pending tab of Reviews, you’ll find a list of the review requests initiated by your colleagues.
Click Start Review to begin.
The review questionnaire will expand for you to fill out and share your experience.
If you do not wish to provide feedback or are unable, you can Decline the request. The request will be removed and the requester will be notified.
Click Complete Review to finalize the feedback.
Viewing Your Completed Reviews
The Completed tab in Reviews will list all of your completed reviews including those completed proactively or requested by colleagues.
Expand a review to view your previous feedback using the down arrow at the right of the review.
You’ll be able to Edit Review and update your previous answers.
You can also Delete Review to remove it entirely.
If you have any questions, please reach out to support@persuit.com.
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