Use the RFPs menu to view and manage your firm's RFPs.
The main Requests for Proposal screen will detail the:
- Client (click on the link to go to the client page)
- Request Type
- Matter name (click on the link to go to the RFP details page)
- Expires at
- Status
- Options (RFP details, delete, archive)
Click on the up/down buttons to sort by each column; use the search bar to search the Requests for Proposal section.
You'll get this message if you click on Delete; choose either No, do not delete or Yes, delete.
You'll get this message if you click on Archive; click Yes to archive or No to back out.
Clicking on RFP details or the link under Matter Name will bring you to the RFP overview screen. This is divided into three sections: Request, Response, and Summary. We'll go through those sections here.
Request
The request screen will contain:
- General Information (Matter name, Responsible contact person, Request type, matter type, Submission date)
- Timing and Submission Deadline (Proposal required before, Matter Start Date, Matter End Date)
- Matter Details and Templates (Type of Matter, Templates)
- Offer Details and Requirements (Uniform Proposal, Calculation base, Requested estimate, Request staffing plan, Alternative Fee Arrangement, Currency)
Click on Offer Price Proposal to move on to the Response tab, or click on Back to Overview to go to the details page.
Response
The Response screen includes several different sections for you to craft your response. The gray box on the right-hand side contains advice on how to use the response section.
Under General Information, you'll have to select the:
- Location
- Responsible Contact Person (drop-down menu)
You'll also have to check a box to indicate that The law firm has no conflict of interest in this matter.
Under Alternative Fee Arrangement, you'll have to:
- Select the Alt. Fee Arrangement type (drop-down menu)
- Fill out the amount in EUR
- Detail any assumptions in the Subject to following assumptions box; click add to add the assumption. You can view, edit, and delete existing assumptions in the same panel.
Under the Staffing Plan, you can add and edit team members. To add a team member, you'll have to:
- Add in the Name
- Detail the PQE
- Choose the Classification (drop-down menu)
- Fill out the Hourly rate in EUR
- Fill in the Estimated hours
Click Add to add the team member. You can also view, add in, or delete team members in the same panel.
Under Third Parties, you can fill in:
- Type of third party (drop-down menu)
- Name
- Description of role
- Fee Estimate in EUR
- Expense Estimate in EUR
Click Add to add the Third Party.
Under Expenses, you can:
- Select the Calculation base (drop-down menu)
- Fill in the Expense Estimate in EUR
- Fill in any Comments you might have
Under Fee Estimate, you can fill in the:
- Total hours
- Total fees
- Total expenses
Figures will be calculated in the panel.
Under Discount options, you can fill in the:
- Discount
- Value type (drop-down menu)
- Condition
Click Add to add in the discount option.
Under Additional Information, you can:
- Fill in Comments/Description of services
- Add documents; click on Upload file to upload additional documents
Summary
The Summary section will detail all of the RFP information entered.
