Skip to content
Panel Management

Your panel should be a strategic weapon. Not a static list.

Most corporate legal departments have a panel. Few can prove it’s actually working. Panels were supposed to drive value and discipline, but most became static lists — disconnected from data, workflows, and performance. PERSUIT Panel Management changes that. Connects to your existing matter management, billing, and HR systems — one intelligence layer across everything you already use.

The CRM for Legal
One Connected System
Manage, measure, and evolve your firm relationships — with real performance data, not static spreadsheets and expired rate cards.
5
Average panels per organization
2-3yr
Optimal panel refresh cycle
26%
Average savings per matter on PERSUIT

Most panels are built once and forgotten. That’s not management. That’s a filing cabinet.

  • Panel lists live in spreadsheets — disconnected from sourcing, spend, and performance data
  • No structured process to evaluate or refresh the panel on a regular cycle
  • Rate cards negotiated once, then drift unchecked for years
  • No visibility into which panel firms are actually being used — or which are being bypassed
  • Performance reviews are subjective, inconsistent, or simply don’t happen
  • Internal teams route work outside the panel because it’s easier than finding the right firm inside it

The problem is not the panel itself. The problem is that panels have no intelligence layer. PERSUIT builds the system — so your panel becomes a living, data-driven strategic asset.

Book a Panel Assessment
Core Capabilities

One platform. Every dimension of panel management.

01

Establish Your Panel

Evaluate dozens of firms, their capabilities, and rate cards along with a multi-user scorecard to evaluate and select panel firms.

♦ Persi compiles firm profiles and surfaces capability gaps across your panel
Firm Scorecard View
02

Manage Panel Spend

Manage, monitor, and optimize spend with real data — not guesswork. Compare rate cards and bids across firms, track drift and discounts, negotiate rates directly in-platform.

♦ Persi flags rate drift and recommends renegotiation targets with benchmark data
03

Conduct Performance Reviews

Know who delivers value and reward performance. Use data to evolve your panel, not just refresh it. Structured scorecards with quantitative data and qualitative feedback.

♦ Persi pre-populates scorecards with matter data, spend trends, and timeline adherence
Panel Performance Dashboard
04

Maintain a System of Record

Your single source of truth for every firm relationship — continuously updated with real engagement data. Panel lists embedded in RFPs for real compliance.

♦ Persi keeps the panel record current with every matter, rate change, and review
05

Drive Internal Adoption

Panel firms surfaced first in matter intake and sourcing. Approval protocols for exceptions. Governance embedded in daily workflows, not bolted on.

♦ Persi recommends panel firms at matter intake and flags off-panel requests for approval
Rate Review Interface

Five steps to a panel that delivers.

01
Design Panels with Purpose
Begin with clarity. Understand where your legal spend sits across practice areas, regions, and firms. Design a panel structure aligned with business strategy.
02
Make the Selection Process Strategic
Build a fair, data-driven, transparent selection process grounded in well-defined criteria and consistent evaluation.
03
Negotiate with Data & Value Levers
Benchmark proposed rates against internal historical and external market data. Leverage volume discounts, secondments, and innovation commitments.
04
Drive Internal Adoption & Governance
Embed the panel into workflows. Make panel firms the default choice. Build governance frameworks that define when and how panel firms are used.
05
Continuously Monitor, Measure, & Optimize
Track matter flow, spend distribution, and performance. Develop firm scorecards. Schedule structured business reviews.

Book a Panel Value Assessment

A focused 30–45 minute session where a member of our Legal Advisory Team will evaluate how effectively your current panel is working. You’ll leave with a clear view of your panel’s strengths, risks, and opportunities.

Book a Panel Assessment Download the Panel Guide →
Persi — Built into PERSUIT

Your panel, powered by intelligence.

Persi monitors your panel continuously — flagging rate drift, surfacing underused firms, pre-populating performance scorecards, and recommending panel firms at the point of matter intake. Your panel stays current, compliant, and strategic.

See everything Persi does →
Smart agent. Wise counsel.
Persi
Persi — Working with you
We’re refreshing our IP panel next quarter. Can you pull performance data on the current firms?
Panel review ready I’ve compiled scorecards for all 6 current IP panel firms. 2 firms are significantly above benchmark on rates with below-average matter outcomes. 1 firm has had zero matters routed in 18 months. Recommend a structured review — want me to draft the agenda?
♦ Part of PERSUIT
Up next
Data & Intelligence
Explore Data & Intelligence →