PERSUIT’s Reviews is an internal, collaborative feature that allows your organization to complete and request reviews regarding engaged firms in a structured format to help track performance, support relationship management and inform smarter firm selection.
Users with Template Manager access can customize their organization’s review questionnaire and monitor all submitted reviews to ensure they are constructive and align with company policies.
Note: If you do not have Template Manager access but would like to, please reach out to our Support Team (support@persuit.com) while CCing an existing template manager in your organization to request this access.
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.
How can I customize the review questionnaire?
In the Manage Questions tab, you’ll see a list of the questions currently available to your organization. The questions here will appear in both the general feedback review and matter-specific feedback review and will be answered on a 5-star rating scale.
Note: updates to the questionnaire won’t impact past reviews. New reviews and requests will automatically use the updated version.
To add a question to the questionnaire, first click Edit button.
Click + Add Question found underneath the existing questions.
A blank question will appear.
First, choose the Question Category. There are four question categories available and are defined by PERSUIT. These are standardized and uneditable. The categories are: Quality, Expertise and Outcomes, Business Understanding and Collaboration, Cost and Value Alignment, and lastly, Commitment to Diversity and Inclusion.
After selecting the question category, you’ll find a preset question related to that category in the Question Description.
The Question Description can be edited and customized. This description helps define the purpose and key information your team should provide when giving feedback on firms.
Note: There is no limit to the number of questions included.
At the top of the questionnaire, press Cancel to cancel any changes made or press Save to finalize the updates.
How can I manage all submitted reviews and requests?
As Template Manager, you’ll also be able to manage all completed reviews and pending review requests made by your organization.
The All tab lists all of the actions from your organization related to reviews.
Use the Filters button to easily find and view the reviews of interest. Filter by Assignee, Status, Firm, Matter-Specific v. General, and Requester.
Expand any pending or completed review to learn more using the arrow to the right of the review.
Use the Delete button to delete any completed or pending review to ensure quality control and alignment.
Note: at this time, deleted reviews cannot be undone or restored.
If you have any questions, please reach out to support@persuit.com.
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