How to Use RFP Elevate
A step-by-step guide to generating strategic intelligence for your next competitive bid. From intake to analysis in under 30 minutes.
Complete the Intake Form
Navigate to "New Analysis" and fill in 7 short sections about the RFP opportunity. Include the client name, matter type, competing firms, evaluation criteria, your proposed team, pricing approach, and any concerns.
Tips
- Be specific with the client name — the platform uses it for live web research
- List competing firms by full name for accurate competitive intelligence
- Add your own firm name — it unlocks head-to-head bench comparison and retention proof points from the attorney directory
- Paste the evaluation criteria directly from the RFP document
- Include any political or relationship context in "Additional Context"
AI Analysis Runs
Once you submit, six intelligence modules run simultaneously. Each module performs deep web research on your client, competitors, and market — then generates structured strategic intelligence using GPT-6 Astra with reasoning.
Tips
- Most modules take 3–4 minutes; the competitive module can take up to 10 minutes of deep research
- Results appear progressively as each module completes
- Web research covers SEC filings, news, rankings, rate surveys, and more
- All analysis is grounded in real-time data, not static templates
Review & Act on Intelligence
Explore each module's output. Use scoring criteria to structure your response, competitive positioning to sharpen your pitch, pricing scenarios to model fee proposals, and objection scripts to prepare your team.
Tips
- The win probability is calibrated to be realistic — use it to prioritize bids
- Copy the executive summary rewrite directly into your proposal draft
- Share the objection scripts with your pitch team for rehearsal
- Use the concession ladder during post-submission negotiations
The Six Intelligence Modules
RFP Intelligence Engine
Reverse-engineers the RFP scoring methodology and predicts how the client will actually evaluate proposals.
What You Get
- Win probability score (0–100%)
- Predicted scoring criteria with weights and guidance
- Hidden decision drivers not stated in the RFP
- Compliance traps that could disqualify your bid
- Risk flags with severity ratings
- Client intelligence from live web research (financials, leadership, recent events)
- Win strategy summary for team briefings
Best For
Go/no-go decisions, proposal strategy sessions, partner briefings
Competitive Positioning Simulator
Maps the competitive landscape using live market data — rankings, laterals, rate data, and known client relationships.
What You Get
- Detailed competitor profiles with strengths, weaknesses, and fee approaches
- "Where You Win" advantages with evidence
- "Where You Lose" gaps with honest assessment
- Positioning strategy narrative for pitch team
- Differentiation gaps to address
Best For
Competitive positioning, identifying blind spots, pitch differentiation
Dynamic Pricing Intelligence
Models fee scenarios, benchmarks against market rates, and generates CFO-ready pricing narratives.
What You Get
- Recommended fee structure with specific numbers
- 4–5 fee scenarios from aggressive to premium
- Market rate benchmarks from published surveys
- Staffing mix and profitability analysis
- Concession ladder (ordered from smallest to largest)
- CFO/procurement pricing narrative
- Scope creep risks with cost impact
Best For
Pricing committee reviews, fee proposal drafting, negotiation prep
Differentiation Engine
Scans your proposal content for generic language and rewrites it with outcome-focused, client-specific messaging.
What You Get
- Differentiation score (0–100)
- Generic language flags with specific rewrites
- Key differentiators to emphasize
- Executive summary rewrite tailored to the client
- Experience reframed as client outcomes
- Tone and messaging recommendations
Best For
Proposal drafting, content review, quality assurance before submission
Client Mirror™
Models the psychology and priorities of each decision-maker — GC, CFO, Procurement, Legal Ops — using web research on actual people.
What You Get
- Stakeholder profiles with names, priorities, risk tolerance, and triggers
- Proposal recommendations tied to specific stakeholders
- Measurable KPIs to include in your proposal
- Communication tone guidance with example phrases
- ESG and diversity alignment recommendations
- Political dynamics analysis
- Team stability commitments
Best For
Tailoring proposals to the audience, oral presentation prep, relationship strategy
Pitch Simulation & Objection Engine
Anticipates every likely objection and provides natural-language response scripts your team can rehearse.
What You Get
- 8–12 predicted objections across pricing, experience, diversity, innovation, capacity
- Natural spoken-language response scripts (3–4 sentences each)
- Concession playbook ordered from smallest to largest
- Presentation tips specific to this client
- Negotiation anchors with supporting evidence
- Post-submission follow-up strategy
Best For
Pitch rehearsals, beauty parade prep, post-submission negotiation
Verified Attorney Directory
Alongside live web research, several modules now draw on a professional attorney directory of roughly 530,000 active lawyers (860,000 records) across about 9,700 law firms and corporate legal departments. Firm-level figures come from a snapshot bundled with the app (instant, no external call); person-level lookups query the directory database on demand and are quota-limited. Every panel shows a “Directory” chip with the source and the vendor as-of date.
Competitive Positioning
Verified bench strength for each competitor: active attorneys, partner / associate leverage, depth in the matched practice area and jurisdiction, non-US share, 12-month departures and arrivals, where departed lawyers went, and how many of their alumni now sit inside the client.
Client Mirror™
The client’s in-house legal department: size, title mix, locations, the law firms its lawyers came from, competitor alumni inside, and — when available — the legal leadership and practice-relevant counsel on record. Stakeholder traits stay role-based.
Pricing, Differentiation & Pitch
When you give your own firm name, its leverage, practice-area headcount, retention and flight-risk aggregates become proof points for staffing mix, quantified bench claims and team-stability objections.
Proposed Team & Directory page
Pull title, JD year, school, bar admissions and practice areas for names in your proposed team, and explore any firm or legal department from the Attorney Directory page.
Directory data is professional information as of the vendor date shown on each panel and may be out of date; names are not unique. Figures are labelled “per the attorney directory” in the AI output so they can be told apart from web research. Emails and phone numbers are never displayed.
Frequently Asked Questions
How long does a full analysis take?
Most modules take 3–4 minutes; the competitive module, which researches every rival firm, can take up to 10 minutes. All six run in parallel, so total wall-clock time is typically 5–10 minutes. You'll see results appear progressively as each module completes.
What data does the platform access?
The platform uses GPT-6 Astra with live web search to research public information: SEC filings, court records, news articles, rankings (Am Law, Chambers, Legal 500), published rate surveys, company websites, and regulatory databases. No private or confidential data is accessed.
Can I re-run a single module?
Currently, all modules run together when you submit the intake form. To re-run, return to the intake form and resubmit. Your previous entries are preserved in your browser session.
How accurate is the win probability?
The win probability is calibrated to be realistic, not optimistic. It accounts for competitive pressure, incumbent advantages, relationship gaps, pricing constraints, and market dynamics. Use it as a strategic signal for go/no-go decisions, not as a precise prediction.
Is my data stored anywhere?
Intake data is stored only in your browser's session storage and is cleared when you close the tab. No analysis data is persisted on the server. Each analysis is a fresh, stateless request.
What makes this different from a template-based RFP tool?
Every analysis is generated from scratch using live web research and GPT-6 Astra reasoning — not templates or boilerplate. The competitive intelligence, client profiles, and pricing benchmarks are based on real-time market data specific to your opportunity.