In this article:
How to receive a Request for Proposal
When a client sends out an RFP, outside counsel will receive an in-app notification in LawVu as well as an email notification (depending on the user's notification settings), to let them know that a Request for Proposal has been received.
Who will receive the notifications for an RFP?
When an RFP is sent to your organization's intake queue, only LSP users with intake manager access will be notified. However, if it's sent to specific individuals, only they will receive the notification.
Open the RFP by clicking the in-app or email notifications you received, or navigate to the RFP icon via the left menu bar, and the list of RFPs will be displayed. The STATE column indicates the current status of the 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.
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.
Once a proposal is accepted by your client, you will receive notifications via email and within LawVu. The person who submitted the proposal from your organization will be assigned as the Matter Manager, and the matter will be added to your matters grid.