Navigating an active Tender

The Tender Dashboard is what we refer to the display shown once a Tender is active.

Within the Tender Dashboard is the Tender overview where you can view relevant information about your tender and quickly take action

You can access your tender dashboard by selecting an active tender from the Tender Index

From the Tender Dashboard, you can invite more recipients to your tender using the "Add law firms" button, see the status of your proposals, respond to questions from your legal service providers, see upcoming events, and other insights about your tend.

Use the tabs at the top of the dashboard to navigate through specific elements of your tender, such as 'Proposals', 'Scope of Work', 'Key Dates', 'Attachments' and more.

In the proposal tab, you will find submitted proposals, their status, and the ability to respond. Additionally, you will be able to compare proposals.

The 'Scope of Work' tab is where you can find, edit and delete your tender's scope of work.

You can find all questions asked to your firms/legal service providers under the 'Questionnaire' tab. You also have the ability to add more questions here too.

The 'Law Firm' tab is where you'll find all the law firms/legal service providers invited to tender. Here you can manage invitees, resend invitations and withdraw invites.

The 'Key Dates' tab is where you'll find all past and upcoming dates to do with your tender. Here you can add new key dates or update the existing key dates.

Under the "Attachments" tab you can upload additional files, download or delete existing files. As well as amending the permissions for files uploaded

The "Q&A" tab is where you'll find all answered or unanswered questions from your firms/legal service providers.

Under the activity log, you'll find a breakdown of actions (activity) done in your tender.

To manage your invitees, resend invites or withdraw an invitation, head to the "Law Firm" tab within your selected tender.

To manage your invitees click "Manage invitees"

Here you can send an invite to additional recipients or remove existing recipients.

To resend invites or withdraw an invitation, click the more icon next to the relevant law firm, then select "Resend invite" or "Withdraw invite"

Please be advised, only firms yet to submit a proposal can be "withdrawn" from a tender. After selecting "Withdraw invite", you will be prompted to confirm your selection. Click "Withdraw invite" to proceed or "Cancel" to return to the Law Firm tab

Occasionally you may want to invite additional recipients after your tender is live and invites have already been sent. Inviting recipients to an active is very straightforward.

To invite additional firms to an active tender, select the relevant tender and click the "Add law firms" button in the top right of the Tender Dashboard

This will open up a selection modal where you can search, select and add the additional firms

Once you've added the additional firm/s, you'll be prompted to add the intended recipients you wish to invite. Type the name or email of the law firm member to be invited

Once you're done, click "add" to invite the specified contacts. Recipients who are not existing users of LegalEye will be sent an invitation to join LegalEye.

To manage an Active Tender, select the relevant tender and click the "Manage" button in the top right of the Tender Dashboard. The manage screen is where you can update the "Tender Details", "Brief", "Lead Contacts", "Members" or Delete your tender

Be sure to click "Apply Changes" to retain any changes made