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  1. PERSUIT
  2. Client Users

Client Users

Firm Recommender

  • How do I upload our panel/preferred firms or approved firms to Firm Recommender?
  • What is Firm Recommender?

Scoping and AFA resources for your RFPs

  • Leveraging PERSUIT for Annual Rate Negotiations / Reviews
  • Guide to AFAs - Videos
  • How do I use the Grouping Feature to group phases or deliverables together?
  • How do I unpublish a template?
  • How do I create a template?
  • Alternative Fee Arrangements 101 Webinar Slides
See all 12 articles

Videos & How To Guide

  • Letter of Engagement Feature
  • How to Guide
  • My request has numerous proposals to assess. How can I easily compare a set of proposals?
  • How many firms can I invite to my request?
  • How do I change the currency of a request?
  • How do I create a request?
See all 17 articles

Settings

  • Settings - How To

Analytics and Reporting

  • Scorecard for Selecting Outside CounselĀ 
  • Analytics and Reporting - How To
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