---
title: "eBook: The Pre-RFP Playbook"
description: The Pre-RFP Playbook is a practical framework for legal operations leaders who want faster, more consistent, and more defensible sourcing decisions, starting at the moment a new matter arrives.
---
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##### eBook
# The Pre-RFP Playbook
Most legal departments have invested in the right structures: panels, billing guidelines, procurement policies, and RFP processes. But in practice, most outside counsel decisions are made before any of that kicks in.
When a new matter arrives, the typical pattern is familiar. The lawyer contacts a firm they know, terms are discussed, and work begins. By the time legal ops is involved, the sourcing decision has already been made. The policies exist, but they never had a chance to matter.
The gap is not a tools problem. It is a process problem. There is no consistent, structured step between the arrival of a new matter and the engagement of outside counsel. AI can close that gap.
**Key takeaways:**
- **Why the sourcing decision happens before the RFP:** Understand why the most consequential outside counsel decisions take place at intake, and why that moment is where governance needs to live.
- **How AI-enabled intake works:** Learn how AI can evaluate each matter against your organization's history, policies, and provider options to surface a recommended sourcing path in real time.
- **How to build rules of the road that actually get followed:** See how to codify your sourcing policies into automated guardrails that apply consistently across matters, practice groups, and individual lawyers.
- **What the right sourcing path looks like:** Explore the four sourcing workflows, from keeping work in-house to initiating an RFP, and how a structured process determines which path fits each matter.
- **How to turn siloed firm knowledge into shared intelligence:** Discover how AI can surface cost data, billing history, and performance feedback across your entire legal team, so every sourcing decision draws on your organization's full relationship history.
*The Pre-RFP Playbook* is a practical framework for legal operations leaders who want faster, more consistent, and more defensible sourcing decisions, starting at the moment a new matter arrives.
## More details
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