What will the firms see after I send my Request?

Firms can access a request in their own PERSUIT dashboard as soon as they have been invited to participate.

• What emails will new and existing firm users receive after I send my request?
• Conflict Check
• Messages Channel
• Clarifications Section
• Proposal Creation
• Proposal Feedback
• Notifications
• What firms do not have access to

What emails will new and existing firm users receive after I send my request?

When a request is sent to a new firm user, a PERSUIT account is automatically created for them. They will receive two emails from notifcations@persuit.com which are generated by our platform.

Welcome Email

Firstly, the Welcome Email. This contains an activation link to create their profile.

Invite Email

Secondly, the Invitation Email which includes a link to the request they were invited to. It also includes a calendar invite for the request's proposal due date as a helpful reminder.

Note: if you have Multi-Factor Authentication (MFA) required for your organization, firm users may receive an additional email regarding set up instructions. 

Conflict Check

Conflict Check is an optional feature that can be enabled while you’re drafting your request. Once the request has been published, it is not possible to change the Conflict Check option.

When  turned on, firms will first see the Conflict Check question and related information provided. They will not yet see any request details, like matter summary, anticipated scope of work etc., until they have cleared conflicts. 

PERSUIT only requires one person at a firm to clear conflicts. 

If the Conflict Check is not turned on, firms will instead see the Participation status question and have access to the full details of the request.

Messages Channel

Regardless of Conflict Check, each firm has a private Messages channel with the client. to discuss potential conflicts or questions, Firms cannot communicate with each other, nor do they have visibility on who else was invited.

Clarifications section

The clarification feature allows you to send information to all providers in one communication. You can add as many clarifications as you choose, at any stage. Firms will be able to view the posted clarifications at the top of the request details.

Proposal creation steps

When the firms have finished clearing conflicts, reviewing the request and stating participation, they are able to easily create a proposal. They only need to click the Create a Proposal button and then they’ll be directed to the proposal drafting screen.

It depends on the configuration of the request but often, firms will have three main sections to fill out and build their proposal. The three most frequent sections are the Proposal Summary, Pricing and Questionnaire sections. 

Feedback

At the end of a request, we recommend providing feedback to participating firms feedback about why they were successful or not. Firms will be notified and will see this feedback on their proposal.

Notifications

All firm recipients will receive emails and in-app platform notifications relevant to their participation on the Request.

What firms do not have access to

• Firms will not have access to view who the other participating firms are or any information from competing proposals. The only time firms can view other firms’ information is during a reverse auction with a transparent auction type setting that shows others’ proposed pricing.
• Firms do not have access to the internal scorecard used by your team.

To learn more about the proposal drafting process for firms, we recommend these articles:

• Quick Guide to PERSUIT for Law Firms
• How do I create a proposal?