How to Use the Firm AI Usage Questions Module and How It Appears in an RFP

Similar to the Diversity module, in-house users can now enable a standardized set of AI-related questions on each request. When activated, participating firms will respond to these questions as part of their proposal submission. Their responses are then surfaced directly in the proposal comparison grid, allowing side-by-side visibility across firms.

This feature can be toggled on or off, giving you control over whether AI usage questions are incorporated into their sourcing process.  By enabling this functionality, in-house users can:

• Gain transparency into which firms are using AI solutions in the delivery of legal services
• Understand which specific AI tools and technologies firms are leveraging
• Evaluate whether AI adoption is contributing to lower-cost proposals

This article outlines how to enable the toggle and how it appears within the request workflow.

• Accessing the Firm AI Usage Toggles
• Toggling on the Firm AI Usage Options
  • What Questions are Included in the Firm AI Usage Questions
  • What Firms Will See When Drafting their Proposals
  • AI Usage in Feedback Cards
• How AI Usage Questions Appear Within a Request

Accessing the Firm AI Usage Questions Toggle

Users with Group Manager access can configure the Firm AI Usage Questions module at the group level, including enabling or disabling the feature entirely.

Start by navigating to the Settings found in the expanded main menu.

Click on Group Profile in Settings.

Within Group Profile, scroll to the bottom of the page, underneath the registered email domains list. You’ll find the Firm AI Usage Questions section.

Toggling on the Firm AI Usage Questions

Gathering insights into a firm’s AI usage and sharing related feedback can be captured and shared in two areas: during the request and proposal process and/or within the Firm Feedback card.

You can configure whether your group has the option to include these questions in their requests. When enabled, firms respond as part of their proposal, and the answers appear side-by-side in the comparison grid.

Firm AI Usage Questions

When included in a request, these are the questions for participating firms to answer:

1. Will your firm use AI to help deliver this scope of work?
   1. Yes or No response

2. Select the legal AI solution(s) your firm might leverage to deliver this scope of work.
   1. Multiple select (firms will pick one or more options - Harvey AI, Legora, or Other)

3. Describe how your firm will use AI to help deliver this scope of work and how this will improve the service provided to the client.
   1. Free text field

Firm AI Usage Questions in a Proposal Draft

Firms will find the new Firm AI Usage section within their proposal draft. 

They'll be presented with the first question, "Will your firm use AI to help deliver this scope of work?" If they answer it as 'No', that's the only question they will see.

If they answer 'Yes', then the remaining two questions will appear for the firm to answer.

AI Usage in Firm Feedback Cards

You can also choose to include an AI Usage rating category within the Firm Feedback card. 

This is what it will look like when the Firm AI Usage category is included in the Firm Feedback card:

How AI Usage Questions Appear Within a Request

In the request drafting screen, users will see Firm AI Usage within the Content section. Use the checkbox to toggle the module on or off for this request.

In a published request, the Firm AI Usage questions display in the side-by-side comparison view under the Proposal Summary.

If you have any additional questions, please reach out to our 24/7 support team at support@persuit.com.