Law firms and providers can designate internal key contacts that will automatically have access to, and receive notifications for, requests received by individuals.
- Benefits for law firms and providers
- Available options
- Who should be a designated contact?
- Updating your designated contacts setup
Benefits for law firms and providers:
- respond to requests efficiently
- ensure the right people have visibility over requests at all times
- relieve the administrative burden of the invited person sharing to key contacts within the firm
Available options:
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Designated contact for all requests from all clients.
For example, if Donna.Paulsen@SpecterLitt.com is the designated contact for Spector Litt, she will receive all requests sent to anyone with the same domain @SpecterLitt.com from any customer.
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Designated contact for requests from specific clients only.
For example, if Donna.Paulsen@SpecterLitt.com is the designated contact for Specter Litt regarding Gotham Company, she will receive all requests sent to anyone with the same domain, @SpecterLitt.com, from Gotham Company only.
Note: If a user is set up as both Designated Contact for all clients and Designated Contact for a specific client, then they will receive all communications, notifications and invitations regarding all the clients that invite their firm/provider in PERSUIT. It is possible for a user to be set as a Designated Contact for Specific Client(s) only, without the access of Designated Contact for all clients.
Who should be a designated contact at a firm/provider?
Typical job titles include: Head of Pricing / Proposals Pitches, Business Development, Relationship Manager, etc.
You can also set a shared/service account (e.g. persuitproposals@acme.com) as your designated contact. Using a shared/service account has two main benefits for you:
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Improve visibility, efficiency, collaboration and communication:
Multiple team members access and manage RFx invitations, ensuring coordinated and consistent effort in crafting timely responses, and reducing the chance that valuable invitations are missed.
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Backup and reference:
A centralized repository to aid historical tracking and continuity in client relationships, especially when team members are unavailable or move roles or companies.
Updating your designated contacts setup
To request any changes, please email support@persuit.com with your firm/provider name, email(s) to be added, and the specific client(s) you'd like to receive requests for (if applicable).
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