Our firm has recently gone through a merger. How can I merge our firm accounts in PERSUIT?

When two firms complete a merger outside of PERSUIT, their respective, existing firm organization accounts must be consolidated, or merged, within the platform to ensure a unified entity. Until the respective firm accounts are merged, the data and insights will continue to act as separate entities. This may cause internal, operational challenges, as well as relationship challenges with in-house teams, so we recommend merging accounts as soon as possible.

PERSUIT is happy to help you accomplish this but there are some things to consider before moving forward.

• Things to Consider
• Next Steps

To Consider

Reporting and Insights

All insights and analytics from the currently separate firms will blend into one entity and be stored together after the merge.

Existing User Account Options

As a firm, you'll have to decide how to handle existing users. There are two different options to choose from:

1. All existing users that login under their original email address will continue to login with that same email. They will have the same access to all requests and proposals that they did before the merge.
   • Also after the merge, users between all existing domains will be able to share requests freely without limitation.
   • Individual account updates are not possible. We can make the update to all existing users at the same time with the help of our Product team.
2. All existing users can have their original emails updated to their new email domains. We would need to know how the new domains are structured, for example: firstname.lastname@firm.com.
   • We would first need clarity on how the new email domains are structured (for example, firstname.lastname@firm.com).
   • The updates to existing accounts must be completed all at once, as this is a one-time process and cannot be repeated later.
     • Moving forward, individual accounts will not be able to be updated on their own and would instead need to follow the manual process outlined above.
   • Please note: our Product and Engineering teams may have additional questions and tasks for you and your team to complete this process.

Timeline & Communication

It is important to establish a desired timeline for the merge. Based on coordination with our Product team and the time required to finalize details, we typically estimate the process will be completed within 2-3 weeks based on development capacity and prioritization. We also recommend communicating this timeline and process to your internal team and all affected users to ensure a smooth transition.

Next Steps

• Step 1: Please reach out to our Support Team (support@persuit.com) to initiate the request.
• Step 2: We will reach out to confirm the details of the official merger and to provide further guidance on how the merge will be reflected in the platform.
  • Items for Firm to Confirm:
    1. Firms involved: full legal names of Firm A, Firm B, etc
    2. Domains & emails: list of all historical domains and new domains to be merged
    3. Direction of merge: which firm is being merged into which (e.g., Firm B into Firm A)
    4. New organization name: final legal entity name (if rebranded)
    5. Ideal Effective Date: the ideal date the merge should be reflected in PERSUIT by. Our team will work to see if possible.
    6. Existing User Accounts: confirmed decision of how existing user accounts should be handled
• Step 3: Our Product team will coordinate with you to complete the merge.
• Step 4: Merge is complete