When viewing a Direct Instruction, you can access your firm’s proposal at any time for reviewing or reporting purposes.
Step 1: Access the Proposal
To access a Direct Instruction, navigate to the Direct Instruction Index and search for the relevant direct instruction (see Searching and Filtering your Directs Instructions) . Once you have done so, click on the “Proposal” tab. Alternatively, access the law firm’s proposal by clicking on the link found in the email notification received at the date the Direct Instructionwas received.
Step 2: Navigate the Proposal Overview
When opening a proposal, you will first see an overview of the proposal. This includes the proposal’s summary, and all the sections included in the Direct Instruction. You can download the proposal’s attachments by clicking on the download icon in the relevant document’s box under “Attachments”.
Step 3: Navigate the right-hand panel
On the right side of your proposal, you will see key information relating to the proposal and to the law firm having submitted the proposal. This includes the
Proposal Bid Amount,
Estimated Days of Completion,
Your firm’s rating, and
Your firm’s information
Step 4: Download documents attached to the proposal
You can view all the documents attached to a proposal by clicking on the “Attachments” tab on the top of your proposal page. You will be redirected to the proposal’s attachments section, where you can download any attachment by clicking on the document’s name or on the download icon on the right side of the relevant document.
Note: If no documents have been attached to the proposal, the “Attachments” section will be empty with the following message: “No Attachments added to this Proposal”.