PERSUIT’s homepage and navigation gives in-house legal teams a single view of the entire external spend workflow, from matter intake and active requests through to invoice tracking with e-Billing. Each widget is tailored to what a user has access to, so the experience stays relevant at every stage. This guide walks you through what you will find on the homepage and how to get the most out of it.
In this article, you’ll learn how to navigate:
Note: what is available on the homepage and navigation menu are dependent on your individual account and organization's PERSUIT configuration. This guide covers all available features, but your access will vary based on your organization's setup.
PERSUIT’s Homepage
The PERSUIT homepage is a centralized dashboard for external legal spend, surfacing everything from active requests through to invoices in one view.
- Persi AI Chat Bar
- Create and Explore
- Your Requests
- Top Insights for Requests
- Top Apperio (e-Billing) Matters
- Latest Invoices
Persi AI
If your organization has Persi, you’ll find a Persi AI chat bar at the top of the page. This is where you can quickly ask Persi a question about managing outside counsel and it will direct you to the Persi page with its recommendation.
You can also find and click the Persi logo at the top right of every page to take you directly to Persi.
Create and Explore
This section will allow you to easily create a new matter through the Create New Matter widget. This will appear if your organization has the Matter Intake feature.
Note: if you’d like to learn more about Matter Intake for your organization, reach out to your dedicated Customer Success Manager.
Create a new request using AI or our best-practice templates, through the AI Smart Scoping widget or the Create New Request widget. AI Smart Scoping will appear if it has been turned on for your organization.
Explore your engaged firms and their capabilities through the Explore Panels & Firms widget.
Your Requests
The Your Requests section will give you a preview into the requests and drafts that have recent and upcoming activity. You’ll see a Drafts tab, an Active tab, a Proposals Due Soon tab, an Upcoming Auctions tab, and a Completed tab.
There is a row size picker that allows you to select how many rows you want to see at one time for any of the tabs.
Use the View All Requests button to take you to the main All Requests page.
You can use the View More button found on any tab to take you directly to the related tab in the All Requests page.
Top Insights
This section will highlight some of your top insights gathered through the Insights feature. You’ll be able to see Top Requests by Savings, Top Firms by Agreed Fees, and Top Requests by Agreed Fees giving you real-time visibility into cost drivers and enabling faster, data-driven decisions on budget allocation. If you do not see this section, it means you do not have access to Insights.
Top Apperio (e-Billing) Matters
If your organization leverages PERSUIT’s E-Billing, the Top Apperio Matters will highlight the matters with the highest total related to e-Billing functionality in PERSUIT. You can also use the View All Engagements button to take you to all the existing Matters and Projects you’re part of.
Latest Invoices
View the latest invoices submitted related to your matters. Use the View All Invoices button to take you to the full Invoices page to view all the available invoices.
PERSUIT’s Navigation Menu
PERSUIT’s navigation menu gives you quick access to every feature across the PERSUIT platform that is configured for your organization and individual account.
- Persi AI
- Matters
- Requests
- Insights
- Firms and Panels
- Price Benchmarking
- Apperio
- Settings
- PERSUIT Roadmap
Persi AI
The Persi AI menu item takes you to the Persi AI dashboard where you can use AI to navigate your external legal spend workflows in an intelligent, conversational way.
Matters
The Matters menu item gives you the option to either Create a Matter or view All Matters.
Requests
The Requests section categorizes all request related features. Here you can find AI Smart Scoping, Rate Review Pro Request, All Requests library, Manage Request Templates, Manage Engagement Letter Templates and the Create New Request button which will take you to the template library.
Insights
You can access Insights through the navigation menu, if you have Insights Manager access.
Firms and Panels
The Firms and Panels section categorizes all the firm management related features: Panel Management, Firm Profiles, Firm Reviews, Business Review, Firm Recommender, and Contacts Directory.
Price Benchmarking
Click on Price Benchmarking to learn more about fixed fee and hourly rate benchmarking on PERSUIT if enabled for your organization.
Apperio
If your organization has Apperio, you can manage your matter engagements, latest invoices, and track external legal spend, and more, in one unified platform
Settings
You’ll be able to view and manage Settings for your group from user management to setting business rules, if you have Group Manager access.
Product Roadmap
The Product Roadmap allows you to have a voice in what PERSUIT focuses on improving.
If you have any additional questions, please reach out to our 24/7 Support Team at support@persuit.com.
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