New navigation menu and homepage (Release 361)
PERSUIT has a new navigation menu for everyone, and a new homepage for client users. Both are responsive, so they adjust to any screen size, and the homepage is built from widgets that show only what your organization has turned on.
- A shorter, responsive navigation menu for both client and firm users, so menu items are visible without scrolling and work on any device.
- Persi at the top of the homepage (where Persi is enabled) — type a question straight into the chat bar and land in Persi with your answer already generating.
- Create & Explore shortcuts for the most common starting points: Create New Matter, AI Smart Scoping, Create New Request, and Explore Panels & Firms (each shown where your organization has that feature).
- A Your Requests widget with Drafts, Active, Proposal Due Soon, Upcoming Auctions and Completed tabs, each with a running count, and a link through to the full Requests page.
- Top Insights widgets for users with Insights access — Top Requests by Savings, Top Firms by Agreed Fees, and Top Requests by Agreed Fees — visible at a glance without running a report.
- Apperio widgets for organizations integrated with Apperio, showing top matters and latest invoices on the homepage.
Firm users get the new navigation menu; their homepage is unchanged. Nothing you use today has gone away — the layout is designed to be intuitive, and features you don't have access to simply don't appear.
Firm AI Usage: AI-driven savings (Release 353)
Firms can now put a dollar value on the savings their AI use delivers on a matter, and clients can compare those savings across competing firms.
- On the proposal form, firms completing the AI usage questionnaire can add an estimated dollar value of AI-driven savings for the matter.
- Clients get a new AI-Driven Savings analytics tab showing the average, highest and range of estimated savings across firms, with each firm's figure also surfaced in the proposal comparison.
- The AI usage questionnaire is off by default. Once a group manager turns it on in Group Profile & Options, it's automatically included on new requests, and the savings question applies to single-matter and Negotiate-AFA requests.
This gives clients a quantifiable view of the value AI is delivering across their panel, and gives firms a place to show it.
If you have any other questions, please reach out to our 24/7 Support Team at support@persuit.com.
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