How do I invite my firm contact to my request?

On the Invite section of the request drafting screen, you can easily invite your engaged firms and lawyers.

• Firms Tab
• Add by Email Tab
• Invitation List

Note: Invited providers do not have visibility of which other firms are invited. It is only in a Reverse Auction that they have visibility on the quantity of invited firms.

FIRMS TAB

The Firms tab shows all the firms engaged by your organization on PERSUIT with available filters to help you pinpoint the best firms to invite to your matter.

There is a search bar for you to find firms or individual lawyers more directly.

The Tags filter will populate any tags built in Firm Profiles by your organization to allow you to search through key attributes.

The last filter is the Firm Lists filter that allows you to select appropriate Firm Lists created by your group through our Panel Management feature. Each firm list can have specific instructions on when and how to engage its members.

You can also view the instructions and rules around your group's firm lists through the Instructions/Business Rules button. 

You can click into any firms shown in the Firms tab to expand and view the individual contacts available to invite to your request.

ADD BY EMAIL

This tab allows you to simply type or enter a contact's email address. This is required when inviting "new" firm users to a request from your organization for the first time.

After entering the firm contact's address, press Add to Invitation List to ensure it is added to the Invitation List.

INVITATION LIST

For all of the above methods, you can review your selected contacts before sending the request using the Invitation List tab.

Remove users from this list (if necessary) using the Remove button to the right of the contact's information.

Press Save Changes to finalize removing the firm contact from the invitation list.

After finalizing the invitation list, publish your request by pressing the Send button at the top right of the screen.