How can I share a request with my colleagues?

You can share a request to collaborate with your colleagues at any stage of the request process.

At the top of the request's navigation bar, click the vertical ellipses. Click Share to expand the Share function.

In the Share pop-up, enter the email address you'd like to share the request with or select an email of the colleague that already has an existing account with the PERSUIT platform.

You can also include a message to your colleague(s) to provide them with any supplemental information before clicking on the Share button to finalize the process.

To see which of your colleagues or a detailed history of when firms were added and removed to the request, please view this article here. 

Law firms and providers follow a similar process on their side for sharing with their colleagues, as outlined in this article.