In this article:

How to receive a Request for Proposal

How to submit a response to an RFP


How to receive a Request for Proposal

Outside counsel will receive an in-app notification within LawVu, as well as an email notification, to let them know that a Request for Proposal has been received.

Navigating to the RFP module via the icon in the left menu bar, the list of RFPs will be displayed. The STATE column indicates the current status of their proposals.

New indicates an RFP that has yet to be actioned.
Pending indicates an RFP awaiting the client's decision.
Accepted indicates the client has accepted the terms of the proposal, and the job has been won.
Lost indicates the client has rejected the terms of the proposal and selected another firm for the job.

To examine an RFP in detail simply click the desired one. The RFP opens on the scope tab. Of particular importance is the Response Deadline.

The conversations panel on the right-hand side allows for communication with the client who sent the RFP.


How to submit a response to an RFP

To submit a proposal, click the Proposal tab. Here you can write your detailed response and attach any applicable documents and files.

When your proposal is complete, hit the Submit Proposal button at the bottom.

Once the Proposal has been submitted, the status will change to Pending while it awaits review by the client.

While awaiting review, use the Edit Proposal button to make changes. Any edits will notify the client to review the changes and amend accordingly.

You will be notified by email and within LawVu once a proposal has been accepted by your client. Your organization will now automatically become the Matter Manager, and the Go to Matter button will take you directly to the matter.

The matter will also now appear in your matters grid.


Did this answer your question?