RFP Announcement (send right before or right after launching an RFP)
Dear (Firm invited to the RFP)
[COMPANY] is utilizing PERSUIT, an outside counsel engagement software platform to help us facilitate a matter-by-matter RFP and AFA program across various practice areas to ensure we retain the right counsel for each matter at the right price.
You will soon receive an email notification indicating that you've been invited to an RFP on the platform. You will receive an email from email@example.com providing you with a link to access our RFP. If your firm has not used PERSUIT then please check with your IT department to ensure that it is not blocking the persuit.com domain. Even without the notification email, receiving an RFP automatically creates an account for you and you can login to PERSUIT any time by entering your email address and password and clicking "Create Password" to reset it via the main login page.
PERSUIT provides a knowledge library with access to training videos and FAQs that is accessible here.
Laura Spalding (firstname.lastname@example.org) & David Falstein (David@persuit.com) from the Client Strategy & Success team are happy to meet with you to provide any additional guidance about the RFP/auction process as required. Please feel free to reach out to them directly or for immediate answers to technical questions you can email email@example.com.
We look forward to receiving your response to our RFP.
Dear Outside Counsel,
[Company] is excited to launch a new outside counsel engagement program and will be using PERSUIT - a software platform to help us facilitate a matter-by-matter RFP program across all practice areas.
This program is designed to be self-service such that our attorneys can quickly reach out to you to obtain pricing and answers to qualitative questions. RFP templates utilizing AFA-based options will include pricing items and qualitative questions about how your firm would staff the matter and the specific reasons why your firm is well suited to handle the matter or project at hand.
Please help us by leaning into this program. We anticipate this will help us retain the right firm for each new matter and that it will also lead to reduced fees for [company]. Firms will now have greater visibility into new matter opportunities as they arise across practice areas and this process will help us to more fairly distribute work amongst our [panel/preferred] firms based on objective evaluation criteria. Preexisting hourly rates will be honored as baseline, not to exceed rates where no new fee agreements are made on PERSUIT.
The platform is easy to use and doesn’t require much training. However, training videos and FAQs are available here. New RFPs will trigger an email notification to the recipient partner’s email address from the following email domain: firstname.lastname@example.org - please ensure your IT team is aware of this so as not to block any emails from PERSUIT.
We will also be holding informational sessions to answer questions about our new program on the following days. Calendar invitations will follow so please try to attend at a time that works best for you.
- August [insert] at [insert]
- August [insert] at [insert]