Enhancements

• Unity RFP now supports vendor selection and communication within the RFP process. Users can select vendors from preferred panels, add existing or new vendor contacts, send and receive email-based communications, and use secure messaging and comments with audit trails and permission controls.
• Unity RFP now includes configurable RFP templates that support reusable questionnaires, proposal-type filtering, template copying, and template management actions such as activate, deactivate, and delete. RFP setup also includes configurable question types, conflict-of-interest flows, pricing structure options, reviewers and owners, reverse-auction settings, and approval workflows prior to publication.
• Unity RFP now offers a reverse-auction option for RFPs, allowing vendors to view bid rankings anonymously and update their submissions during the auction window. The feature supports configurable display options for rankings and lowest bid visibility, while tracking bid timing and maintaining version history for revised responses.
• Unity RFP now supports awarding a winning vendor with automated acceptance and rejection notifications that can be enabled, disabled, and customized by the client. Clients can also send final engagement letters, provide vendor feedback, and update the status of awarded RFP-only vendors so their status is converted for downstream Unity ELM and CounselExchange processes.
• Unity RFP now includes a centralized RFP management experience for viewing current and historical RFPs by status, with sortable and filterable grids and saved column preferences. Users can open RFP details to review milestones, responses, conflicts, ratings, comparisons, notes, negotiations, and vendor actions such as accept, reject, withdraw, publish, or archive.
• Unity RFP now includes RFP access for invited vendors, with RFPs organized by status and limited to the vendor's own invitations and responses. Vendors can complete conflict checks, submit and revise responses, participate in reverse auctions and negotiations, communicate with clients, add internal contributors, export RFP content, and review closed RFPs in read-only mode.
• Unity RFP now includes settings for access control, role-based permissions, and approval requirements. Administrators can configure who can create, edit, approve, review, and manage vendors for RFPs, as well as review rating options and other module-level configuration settings.
   
• RFP access can now be managed through feature flags, including separate controls for RFP functionality and AI-related capabilities. The update also adds support for client-specific RFP credit limits, including unlimited allowances, publishing restrictions when limits are reached, and reporting that shows which users have access to each RFP.
• The RFP experience has been updated with a series of interface and terminology improvements across request creation, navigation, and filtering. Updates include clearer empty-state messaging, support for a default Requests tab, renamed proposal-related labels to request terminology, refined field and section names, and improved behavior for actions such as View and Respond.
   
• Added RFP reporting that aggregates vendor responses for side-by-side comparison across pricing, questionnaire responses, budgets, and proposal details. The update includes scorecards with weighted categories, reverse auction trend reporting, historical vendor selection reporting, export options, and support for sending reporting data to the data warehouse.
• Expanded Matter Management integration so users can link an RFP to an existing matter or create a new matter during RFP setup. Awarded rates, matter date ranges, phases, and spend details can now be passed to Matter Management, and users can also start an RFP directly from a matter's vendors tab with matter information preselected.
• Introduced AI-assisted RFP template creation with configurable enablement in settings and generation options for key RFP sections. AI-generated content now includes persistent labeling and disclaimer messaging, and users can revise generated sections through a conversational interface without losing their original context.
• Integrated the RFP tool with OnitX ELM. This enables RFP workflows to connect with the OnitX ELM environment for related matter and legal operations processes.
• Added support for saving engagement letters as reusable templates with attributes for proposal-specific fields. Engagement letter templates are now available during RFP authoring, and any engagement letter included in an RFP template will be saved with that template.