The process to onboard firms is:
- send them the below email just before you launch your RFP.
- send them the request through PERSUIT by typing their email address in the "bcc" field and they will be invited to log in to see the request.
Firms can email email@example.com if they are having any issues finding the welcome email. That is why we recommend sending the below email to them prior to sending an RFP when you have a firm invited to PERSUIT for the first time.
We don't set up accounts ahead of time. Once they are invited to a request they automatically have an account and just need to change their password.
Dear (Firm POC invited on the RFP)
[COMPANY] is currently utilizing PERSUIT, an online RFP platform designed to centralize and streamline how we source legal services. We will send you an RFP via the PERSUIT platform.
Once we send the RFP, you should receive an email from firstname.lastname@example.org providing you with a link to access our RFP. If you cannot see the email from PERSUIT it may be in your spam/junk folder. Please check your spam/junk folder and advise your IT department to permit @persuit emails to bypass your filters. If you still need help please email email@example.com and they will get you started.
We look forward to receiving your response to our RFP.