Getting Started
- Quick Guide to PERSUIT for Law Firms and Providers
- I've received a Welcome email from PERSUIT. How do I activate and set up my account?
- VIDEO HOW TO: Getting Started
- VIDEO HOW TO: Law Firm Users - First Time Logging In
- How do I create a proposal?
- Guia Rápido da PERSUIT para Escritórios de Advocacia
Drafting and Revising Proposals
- VIDEO HOW TO: Reviewing the PERSUIT Invite Email
- VIDEO HOW TO: Drafting a Proposal - Pricing Items
- How do I revise my proposal?
- VIDEO HOW TO: Responding to Request for Proposal Revision
- What is the Conflicts Check and what does it do?
- When and how should I use "Exclude from Scope" in the Pricing section?
Collaborating with Your Team
Communicating with the In-House Teams/Requestors
- 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
- VIDEO HOW-TO: How to configure Global Email Notifications and update Profile Details
- What is Multi-Factor Authentication (MFA) and how can I set it up?
- How can I manage my email notifications?
- What is a Designated Contact for client invitations, and do I need one?
- How can PERSUIT's Price Benchmarking show insights into Fixed Fees and Hourly Rates?
- How do I get my firm's name to display properly in PERSUIT?