You can now require conflict approval before vendors continue with an RFP response when the conflict of interest setting is enabled. Vendors with a conflict can be limited to the conflicts section until the client waives the issue, while vendors without a conflict can continue to the remaining questionnaire sections.
The RFP experience now includes several usability updates across setup, reviews, vendor engagement, and grid filtering:
Practice area can populate from the selected matter
Reviews move forward without requiring comments or separate submission at each step
Vendor invitations can be resent
Grid filters now include updated default and optional choices.
Users can now see automatic AI summaries for submitted RFP proposals, combining response data, fees, staffing, risks, and question answers into a single review panel (Note: for demonstration purposes only)
For eligible matter RFPs, matter date ranges and budget details can now flow into OnitX ELM Matter Management for budget tracking and enforcement.
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