In the Invite section of the request drafting screen, there are different options for inviting firms and lawyers as part of your competitive sourcing process.
In this article, you’ll learn how to invite firms via:
Note: Invited providers do not have visibility of which other firms are invited. It is only during a Reverse Auction that they may have visibility on the quantity of invited firms. View this article to learn more. LINK ARTICLE
Lawyers Tab
The Lawyers tab will populate individual lawyers your organization engages with.
At the top of this section, You’ll see a search bar where you can use Natural Language search to easily find relevant lawyers.
You’ll see filters at the top of this section where you can filter by: Firms, Firm Lists, AmLaw Ranking, Title, Practice Area, Specialty, and Location.
There are three sections in the Lawyer Tab that categorizes the available lawyers to invite.
Best Match
The Best Match category uses the attributes of the request, like Location and Matter type, and lawyer attributes, like Location, Specialisation, Matters and Differentiators, to suggest relevant lawyers to invite from the pool of lawyers on PERSUIT and Firm Prospects.
You may see two different types of profiles listed.
Lawyers with Firm Plus profiles will be presented with a gold background and have their full profiles available to you.
Lawyers with free firm profiles will still appear in your Best Match feature, however their profile will show limited content.
Contacts
The Contacts category displays your organization’s contact list to show frequently used lawyers.
On Panel
The last category here is On Panel that quick filters to show lawyers of firms that are on your organization’s panels in PERSUIT.
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
The Add By Email tab allows you to simply type or enter a contact's email address. You can use this 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, you can go through and edit other parts of your request before publishing by pressing the Send button at the top right of the screen.
If you have any other questions, please reach out to our 24/7 Support Team at support@persuit.com.
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