As your vendor list grows, you may want to identify certain firms or offices as Preferred Counsel.
How to Tag a Vendor as Preferred Counsel
Go to Menu → Vendors → Vendor Management
Locate the vendor
Select the checkbox next to the vendor’s name
To tag specific offices only:
Click Offices
Select the relevant offices
Mark them as Preferred Counsel
Once applied, Preferred Counsel status will be reflected in reporting.
Reporting on Preferred Counsel
Dashboard Tile
You can view Preferred Counsel spend in a dedicated dashboard tile.
To enable this tile, contact your Customer Success Manager.
Report Builder
Preferred Counsel filters are available in Report Builder, allowing you to:
Filter by Preferred status
Report on Preferred Counsel spend
Access
| Role | Can Mark Vendors as Preferred |
|---|---|
| Admin User | ✅ Yes |
| Overview User | ❌ No |
| Department Overview User | ❌ No |
| Ordinary User | ❌ No |
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