Available on Release
Enhancements
- 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.
- Practice area can populate from the selected matter
- For eligible matter RFPs, matter date ranges and budget details can now flow into OnitX ELM Matter Management for budget tracking and enforcement.
