Apperio (e-Billing) — Rates & Billing Guidelines
Apperio (e-Billing) — FAQ
Apperio (e-Billing) — Profile, Settings & Notifications
Apperio (e-Billing) — Spend Tracking
- How do I add law firms and matters?
- Fee Breakdown by Role for Law Firms
- Fee Type by Law Firm
- Totals Chart by Law Firm
- Rates in Apperio (e-Billing)
- What is on the Analytics page?
Apperio (e-Billing) — Beginners Guide
- Apperio is now part of PERSUIT
- How do I export data?
- How do I use the Analytics page?
- The Invoice Page
- How do I filter my data?
- The Matters Page
Apperio (e-Billing) — Invoice Approval
- Billing Entities in Apperio (e-Billing)
- Automatically Void Queried Invoices
- Queried Invoices
- Understanding Invoice Statuses in Apperio (e-Billing)
- Invoice Review & Approval Workflow
- Invoice Attributes
Apperio (e-Billing) — Matter Management
- How do I add an internal matter reference or ID?
- How do I edit a matter name?
- How do I assign a matter owner?
- How do I update matters in bulk?
- How do I export a matter?
- How do I attach a file to a matter?
Apperio (e-Billing) — Managing Users, Access & Permissions
- How does folder permissions work in Apperio (e-Billing)?
- How do I set up Single Sign-On (SSO) with Okta?
- How do I set up Single Sign-On (SSO) with Microsoft ADFS?
- How do I set up Single Sign-On (SSO)?
- How do I manage existing users?
- How do I add a user?
Getting Started
- Introducing Persi, your outside counsel management agent
- Quick Guide to PERSUIT for In-house Teams
- How do I use PERSUIT's Matter Intake to find the best sourcing path to take?
- Exhaustive Exports List by Feature
- How do I navigate PERSUIT's homepage?
- How do I create a new user account?
Creating and Updating Requests
- How do I create a request and what are the different stages of drafting?
- How to Use the Firm AI Usage Questions Module and How It Appears in an RFP
- How can I use AI Smart Scoping to build an RFP?
- How do I Withdraw or Cancel a Request?
- How do I reorganize Pricing Items and Questions in my request?
- How do I duplicate (copy) a request?
Reverse Auctions
- What are the different auction types? What do firms see during auctions?
- What are the recommended Reverse Auction best practices?
- Reverse Auction Timeline Functionalities
- How do I add a reverse auction to an existing request?
- Why do I not have the ability to add an auction to my published request?
- How do I change the auction type in my RFP?
Collaborating with Your Team
- How do I get access to a request I can't view?
- How can I request approval to submit my request?
- How do I restrict request submissions to approved users only?
- How can I share a request with my colleagues?
- How do I know which colleagues and firms have access to my request?
- How can I leave internal notes on firms and their proposals for my colleagues?
Inviting and Managing Firms
- How can I reopen requests to individual providers?
- How do I add firms to my request after it has been published?
- How do I set commercial arrangements with my firm in Firm Profiles?
- How can I manage my organization's firm Contacts Directory?
- How can I remove a firm from my request after it's been published?
- How do I invite my firm contact to my request?
Reviewing the Request and Proposals
- How do I compare submitted firm pricing to industry benchmarks in a request?
- How do I view revised proposals?
- How do I use AI Proposal Analyzer?
- How do I download individual proposals from my request?
- My request has numerous proposals to assess. How can I easily compare a chosen set of proposals?
- I am not satisfied with the prices I have received. What can I do?
Negotiating, Selecting the Firm, and Completing the Request
- How do I fully complete a request within PERSUIT?
- How do I select or award law firms in PERSUIT after running a request?
- The firm is stuck in "Awaiting Revision" or "Under Revision" and I can't Select them or negotiate. What can I do?
- How can I use the Proposal Selection Questionnaire?
- How do I use the Results Recap?
- How do I give proposal feedback to a firm?
Managing Templates
Scoping and AFA Resources
- PERSUIT's Pricing Items and fee types
- Leveraging PERSUIT for Annual Rate Negotiations / Reviews
- What are the best instructions to give for a blended hourly rate?
- Example of Collared Fee Language
- Patent Litigation Scope of Work Phases
- Question Bank
Analytics and Reporting
- Insights analytics dashboard: how do I use it and which data can I find and export?
- How do I create a custom dashboard?
- How do I access my reports?
- Introduction to the Apperio (e-Billing) Dashboards
- Reports in Apperio (e-Billing)
- How do I use PERSUIT's Business Review dashboard?
Rate Review Pro
- How do I build Volume Discount Commercial Arrangements in my Rate Review Pro Request?
- How do I create a request in Rate Review Pro?
- What are the available Practice Areas in the Rate Review Pro filters?
- How do I compare rates and strategy across firms in Rate Review Pro?
- How can I view detailed rates of an individual firm in Rate Review Pro?
- How do I export rate cards in Rate Review Pro?
Panel Management & Firm Profiles
- How can I manage firm reviews for my organization?
- How can I request a firm review from my colleagues?
- How can I leave a firm review?
- What are Lawyer Profiles and how do they work?
- What are Firm Profiles and how does it work?
- How do I edit or delete an existing Firm List in Panel Management?
Settings
- Guide: Connect PERSUIT to Your AI
- How does the Proposal Feedback Report work, and what is an eligible matter?
- How can I set business rules for my organization?
- How can I manage feature access for my organization?
- How do I create and manage my organization's Matter Intake Forms?
- How do I manage the Request Tracking Section form?