Skip to content

Your AI agent for outside counsel management

They say every knowledge worker will have an agent. We know every in-house legal leader will have many. Plenty of agents will help with legal work, contract management, research. Only one guides outside counsel management.

Smart agent. Wise counsel.
Trained on $22B+ of OCM data
Persi

The intelligence layer for outside counsel management. Built into PERSUIT.

The problem

Managing outside counsel
the right way carries
real administrative load.

Matter scoping. Firm selection. Governance compliance. Proposal evaluation. AFA negotiation. Invoice review. Spend reporting. Done properly, every step takes time, judgment, and manual effort. Most of that operational weight shouldn't sit on your team. Persi handles the doing — so your team can focus on the deciding.

Generic AI can't help hereClaude doesn't know your firms, your governance rules, your historical spend, or what comparable matters actually cost. It guesses. Persi knows.
Other agents solve different problemsThere will be agents for contracts, research, compliance. They don't touch outside counsel management. This workflow has been waiting for its own agent.
Persi does one thing. Better than anything else.It guides every decision in the outside counsel workflow — from matter scoping to spend analysis — using the richest OCM dataset ever assembled.

Persi runs through every stage.

It's not a feature inside PERSUIT. It's the intelligence layer that connects the entire outside counsel workflow — from the first question about a matter to the final spend report.

P
Firm Discovery & Panel Invitation
P
Value-Based Pricing
P
Engage & Set Budget
P
Track & Enforce with WIP
P
e-billing & Invoice Compliance
P
Analyze & Manage Spend

Every stage of the OCM workflow. Persi active throughout. This is what it means to run outside counsel as an intelligence platform — not a series of disconnected tasks, but a continuous, intelligent process. You bring the judgment. Persi brings the infrastructure.

What Persi does

Six things.
Done for you.

Persi doesn't replace your judgment. It removes the work that was getting in the way of it.

01
Guide matter decisions
02
Apply business rules
03
Automate scoping & Requests
04
Evaluate proposals
05
Manage compliance
06
Create spend dashboards
01 — Guide matter decisions

Insource or outsource?
Persi advises.

Before you've opened a matter, Persi assesses complexity, benchmarks against comparable work, and recommends whether to handle it internally or engage outside counsel — and if outside, which firms to consider first.

Persi — Working for you
New buy-side acquisition in Germany — €300M. Estimate fees and recommend approach.
Recommendation ready Based on 47 comparable cross-border M&A matters in your data, benchmark fees are €380K–€520K. Matter complexity suggests outside counsel. I've identified three firms from your panel with strong German M&A records and rates within benchmark.
Drafting Request now
02 — Apply business rules

Governance enforced.
Automatically.

Your engagement rules — minimum competitive bids, spend thresholds, panel requirements, diversity obligations — are applied without anyone having to remember them. Persi checks every matter before it goes out.

Persi — Working for you
Hey Persi — can you ensure all cases above $100K run a competitive Request with at least 3 panel firms?
Business rule added Done. I've successfully added this as an active governance rule. Every matter above $100K will now automatically trigger a competitive Request to a minimum of 3 panel firms. I'll flag any exceptions.
03 — Automate scoping & Requests

From conversation
to Request in minutes.

Tell Persi what you need. It defines the matter, sets benchmarks, identifies the right firms, pre-populates the questionnaire, and creates a structured Request — ready to review and send.

Persi — Working for you
We have a major commercial dispute landing in the UK. Need to move fast. Which firms should we consider?
Request drafted Based on your panel performance data, I'd suggest three firms with strong UK commercial dispute records and rates within benchmark. I've pre-populated the scoped Request with the relevant questionnaire. Your governance policy requires two competitive bids minimum — this covers that. Ready to send?
04 — Evaluate proposals

Compare strategies,
value, and benchmarks.

When proposals come back, Persi evaluates them against your benchmarks, surfaces the strategic differences, and identifies which firm offers the best overall value — not just the lowest price.

Persi — Working for you
Seeking 3 law firms experienced in class action matters in California. Recommendations?
Proposal comparison ready Three proposals received. Firm A is 12% below benchmark with a strong track record on comparable class actions. Firm B proposes an AFA that reduces your risk exposure. Firm C is highest-rated by your team but 18% above benchmark. Recommended: Firm A or B depending on your risk preference.
05 — Manage compliance

AFAs auto-synced.
Invoices checked.

Persi monitors AFA compliance in real time, flags invoice anomalies before they're approved, and auto-syncs agreed terms with your e-billing system. No manual reconciliation. No surprise overruns.

Persi — Working for you
Invoice from Kingsley & Rowe just came in at $847K against a $600K AFA budget.
Anomaly flagged — action needed Invoice exceeds AFA cap by $247K (41%). I've put it on hold pending your review. Per your engagement letter, scope creep requires prior written approval. I've drafted a query to the firm. Approve and send?
06 — Create spend dashboards

Boardroom-ready data.
On demand.

Ask Persi for any view of your spend. Panel allocation, firm performance, matter type breakdown, savings vs. benchmark — it builds the dashboard instantly, pulling from live PERSUIT data.

Persi — Working for you
Persi, show me percentage of spend going to panel firms — and top firm performers this quarter.
Dashboard ready 76% of spend allocated to panel firms. 57% of matters. Top performers: Dooley-Jones (+24% value score), Kaplan, Stienemann & Koory (+35%), Thiel & Torphy (+131% — significant improvement). One firm showing declining performance. Want me to flag for your quarterly review?

Trained on the
world's richest
OCM dataset.

Why Persi is different from generic AI

Generic AI can answer legal questions. It cannot tell you what Freshfields charges for IP litigation in Germany, whether that's above benchmark, which of your panel firms has a stronger track record on comparable matters, or whether your governance rules require a competitive process first. That requires data Persi has and no one else does.

Generic AI (Claude, Copilot) General answers
Legal AI tools (Harvey, Lexis+) Legal work, not OCM
Persi, inside PERSUIT OCM intelligence
$22B+
In outside counsel market data powering every Persi recommendation
4,800+
Law firms in the dataset, including 100% of the AmLaw 100 and Global 200
200+
Enterprise legal teams — validated at scale across HSBC, IBM, SAP, Heineken
150+
Fortune 500 legal teams — trained on real operating data, not theory
Persi by role

One agent.
Built for everyone
in the workflow.

General Counsel
Demonstrate your team's impact
Persi surfaces the metrics GCs need for CFO and board conversations — savings vs. benchmark, panel performance, spend trends. Stop explaining the value of the legal function. Show it.
"Persi, show me our legal spend ROI this year versus last."
See GC use cases →
Legal Operations
Retain the right firms at the right price
Persi manages the firm selection and engagement workflow — from Request creation to proposal comparison to AFA compliance — giving Legal Ops the edge in every negotiation and every invoice review.
"Seeking 3 firms for class action in California. Recommendations?"
See Legal Ops use cases →
In-House Lawyers
Less admin. More strategy.
Persi handles the workflow so in-house lawyers don't have to. Matter scoping, firm selection, governance compliance — handled automatically. Your team focuses on the legal work, not the operational overhead.
"Create an RFP for a product liability defense matter. Include Fox & Hound and Bennett & Sterling."
See litigation use cases →
Law Firms
Better proposals. More wins.
Persi helps firms understand what clients are actually asking for, benchmark their pricing, and structure proposals that win on value — not just rate. The firms that engage well through PERSUIT win more.
"Create an RFP response for a product liability matter — include competitive pricing and our litigation strategy."
See law firm use cases →

Persi comes
with PERSUIT.

You don't buy Persi separately. When your legal team adopts PERSUIT, Persi is there — trained on your matters, your firms, your data. Working for you from day one.

See PERSUIT in action
Request a Demo
30–45 minutes. Focused on your outside counsel spend and your biggest challenge. We'll show you Persi working with your context — not a generic walkthrough.
Request a Demo
Explore the platform
See all of PERSUIT
Persi sits on top of PERSUIT's platform capabilities — Request management, e-billing, and data intelligence. See how it all connects.
Explore the platform