Overview

The PERSUIT Integrations API allows clients to integrate PERSUIT data into their into their adjacent systems like e-billing, matter management, and more. Different from our previous instances of an API, the Integrations API has its own portal for simple setup and allows clients to pull in more PERSUIT data than ever into their legal tech stack.

Some examples of core use cases include:

• Generating spend requests for budget approval. With the Integrations API, clients can now pull things like the total price, selected firm, how many firms competed, auction data, and various other business rules that need to be met from PERSUIT, and automate the submission of the spend request workflow in systems like Onit for approval.
• Pre-populating a matter card in an e-Billing solution with the selected provider's proposal details (selected firm, pricing items, assumptions, etc.) to ensure what was agreed to is what is being invoiced by the firm.
• Pulling the status of the PERSUIT request to a Matter Management system ('evaluating', 'completed') to ensure the records in both systems are aligned.

Getting Set Up

When you're ready to explore the API, it is best to involve a technical contact at your organization who is familiar with accessing external APIs and configuring how data gets sent to your systems. To get API access, please send an email to integrations@persuit.com. When you reach out, please CC your technical contact on that email and our team will communicate directly with that contact to ensure smooth setup. If you are unsure of who is best to include right away, feel free to reach out to us anyway and we can help pinpoint the best person within your organization.

Our team will assist your technical contact directly in setting up API access. Following that, please note that clients will be responsible for:

• Designing the framework for the API (ie. what data points from PERSUIT will be pulled to the desired solution)
• Maintaining the connection
• Troubleshooting any issues that arise

FAQ

Is this a direct integration?

• No, but it is a much more seamless way to have all of your legal systems communicate with PERSUIT and access data from it. Our API is a specific interface that allows access to PERSUIT functionality and data. APIs are often a key component of integrations, as they provide a standardized means of communication between systems, making integrations more manageable and consistent, but it is not a direct integration.

What types of data can my systems access from PERSUIT?

• Request: request ID, status, or any business rules around that request (no. of firms competed, auction: yes or no)
• Proposal: Selected proposal data like total price and all of the individual pricing section data; Phase level pricing (sub-items included); even the assumptions or scope of work if they’re listed out in those phases.
• Not permitted today: Being able to pull answers to questions or DEI responses is not available at this time but this is something we are exploring for the future.

How is this different from PERSUIT's Reporting API?

• The Reporting API allows clients to only pull high level detail of a request, similar to the RFP details report, but not such things as individual pricing items. The Reporting API is best used for summary level reporting or integration into dashboards and other business intelligence tools.

Is the PERSUIT Integrations API secure?

• Yes, as always, PERSUIT takes security very seriously. The APIs are secured using industry standard OAuth 2.0 specification, backed by the Google Identity Platform. Clients will be given a special user account from our team to use the API. This user will be able to see all RFP data within the account. Note that this is not an end user account, this is standard practice in setting up APIs.

What if I have feedback about the API or have more technical questions post-setup?

• We fully expect and welcome feedback and enhancement requests as the API will evolve to support more of what our clients want to do at a system to system level. You can always email integrations@persuit.com directly. The integrations team will respond directly.