Inviting Legal Service Providers through the tender create form
You can add firms (or legal service providers) you wish to invite to tender is throught the '+ Add Firms' section on the create form.
Navigate to the '+ Add Firms' section on the create form and click "Add Firms”.
Using the search field, search for the law firms you'd like to invite to tender. Use the "select +" button to confirm your selection and add a law firm to the list.
Once you've finalised your selection, click "Add Law Firm" to save and proceed.
Please note! You must add a recipient in order for a law firm to receive an invitation to tender. If no recipients are specified, the law firm will not be notified.
To add recipients, navigate to the '+ Add Firms' section on the create form and click "Add Recipients" to specify who in the law firm should receive the invitation to tender.
In the modal, search and select all the recipients you wish to invite.
Click "Add" to confirm your selection and them to your tender.
Adding a recipient at this stage WILL NOT send the tender to them. The recipient will only receive an invitation to tender when you click the "Send Tender" button at the end of the form
Adding a recipient not on LegalEye to your tender
Occasionally you may want to send an invitation to tender to a contact who is not on LegalEye.
The process to add non-LegalEye contacts to your tender is the same as adding LegalEye contacts. Navigate to the '+ Add Firms' section on the create form and click the "Add Recipients" button of the law firm the non-LegalEye contact belongs to.
Type the email of the law firm member you wish to add. LegalEye will recognise if they're a LegalEye user or not.
For non-LegalEye contacts, you will see an indication to invite them to LegalEye.
Click the contacts email and the 'Add' button to confirm your selection and proceed.