Step 1: Open an instruction that’s ready to send
Step 2: Click “Send Direct Instruction”
Step 3: Confirm that you are happy to send the instruction
One final check before you send your direct instruction. After clicking the “Send Direct Instruction” button, a modal will appear allowing you to review who you will send the instruction to. From this modal you can choose to send the Direct Instruction, or you can choose to preview what the firm will be able to view before they pass conflict checks.
The firm will not be able to view the Direct Instruction Scope of Work (if included), or any locked attachments until they have passed conflict checks.
Step 4: Click “Send Direct Instruction”
Step 5: Await a response from your recipients
After sending the direct instruction, you will be redirected to the Direct Instruction Dashboard. Here you will be able to see the status of your recipients’ response. The statuses are as follows:
Pending Response: Recipients have not passed conflicts
Conflicts Found: Your recipient has responded to the conflict check saying conflicts were found and they are unable to represent you for the instruction
Accepted Invitation: Your firm has confirmed there are no conflicts
Proposal Submitted:
Resubmission Requested:
Awarded: