Apperio (e-Billing) — Invoicing
Apperio (e-Billing) — Uploading Data
Getting Started
- How do I use the Persi In-App Support Assistant?
- Quick Guide to PERSUIT for Law Firms and Providers
- PERSUIT FIRM+ TERMS OF USE
- Navigating PERSUIT as a Law Firm
- How do I set up my profile to highlight my expertise and what can in-house teams see?
- How do I navigate the Firm Dashboard?
Drafting and Revising Proposals
- How do I request that an in-house client reopen my proposal?
- How do I upload a proposal using Persi's Proposal Uploader?
- I was sent a negotiation on my proposal. How can I respond to a negotiation?
- How do I create a proposal?
- VIDEO HOW TO: Reviewing the PERSUIT Invite Email
- VIDEO HOW TO: Responding to Request for Proposal Revision
Collaborating with Your Team
Communicating with the In-House Teams/Requestors
- I was given External Collaborator access in PERSUIT. How does it work?
- How do I use the Messages feature to ask clarifying questions regarding a specific request?
- VIDEO HOW TO: Submitting Clarifying Questions
- I don't have enough information to clear conflicts of interest. How do I contact the client?
- How do I keep track of PERSUIT activity if I am not logged into the app?
- I originally indicated my firm would not participate on an RFP. How do I change my participation status?
Reverse Auctions
Analytics and Settings
- What is the Win/Loss Report, and how does it work?
- What is the Opportunity Report and how does it work?
- Our firm has recently gone through a merger. How can I merge our firm accounts in PERSUIT?
- What are the different user access roles and permissions for Firm Users?
- Can I add External Collaborators and Consultants to my Firm's Account?
- How do I use Competitive Intelligence?