When Does a Formal RFP Create the Most Value?

A formal RFP can bring greater structure, competition, and accountability to outside counsel selection. But not every matter justifies the additional process.

Join other Unity ELM customers for a facilitated discussion on when an RFP creates meaningful business value, when a lighter approach may be more effective, and how legal teams are putting practical governance in place.

We’ll discuss how to:

• Identify the matters and initiatives that benefit most from a formal RFP
• Choose between a matter-specific RFP, panel review, rate negotiation, or reverse auction
• Set practical RFP thresholds and establish a clear process for exceptions
• Define responsibilities across Legal, Legal Operations, Procurement, and Finance
• Address resistance from internal attorneys and incumbent firms
• Align the process with business outcomes such as cost control, predictability, panel consolidation, and access to new capabilities

Hear how other legal teams are balancing structure with efficiency, maintaining strong firm relationships, and building RFP processes their organizations will follow.

This is not a product presentation. It is an opportunity to compare approaches, learn from other Unity ELM customers, and discuss a scenario from your own organization

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