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TeamConnect™ / Counself ™ : Issue RFPs Directly from Your Matter Management System



December 18, 2023


Introducing InfiniGlobe’s newest integration in LegalTech: the Counself RFP™ - TeamConnect™ Integration. This simple solution connects Counself RFP with TeamConnect, making Legal RFP, RFI, and RFQ information available directly in TeamConnect for each matter. This integration addresses the challenges of using multiple platforms, providing a streamlined, intuitive, and efficient solution with proven user adoption.


Screenshot showing TeamConnect with Counself RFP integration for issuing and tracking RFPs with a button to start a new RFP.

One of the significant pain points in legal matter management has been the time-consuming process of navigating between various systems for managing legal requests. With the Counself RFP™ - TeamConnect™ integration, this hurdle is effectively eliminated. Legal professionals can now issue RFPs directly from a tab under each case in TeamConnect, streamlining the entire process. The integration allows for easier monitoring of RFP statuses, including whether they have been received, responded to, accepted, or rejected, all within a unified platform.


Featuring automatic data synchronization for real-time accuracy, users can now access all their Counself Request and Response data they need within TeamConnect. This eliminates the need for manual data entry and the risk of human error, ensuring that information is always up-to-date and consistent.


The user experience is further enhanced with features that allow for customization and flexibility. Users can specify recipients, choose language preferences, and add multiple email addresses while creating RFPs, tailoring the process to their specific needs. Moreover, once an RFP is completed, the winning law firm's information can be conveniently brought back and stored under the parent matter in TeamConnect, ensuring all relevant data is centralized and easily accessible.


But the integration doesn't limit the capabilities to just TeamConnect. Users also have the option to access the full range of features available on the Counself platform, offering the best of both worlds – the simplicity of TeamConnect and the comprehensive capabilities of Counself.


Are you ready to simplify your RFP and matter management processes? Explore the potential of TeamConnect and see how our productivity tools can enhance your legal operations. For more details or to schedule a demo, reach out to us at info@infiniglobe.com or call (833) LGL-TECH.

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