Here's how to assign a vendor to a matter:

1. Click on the "Matters" link on the left-hand side of the Unity screen. 

   

    

2. Click on the matter you want to assign the vendor to.

   

3. On the matter details screen, click on "Vendor."

   

4. Click on "Assign Vendor" in the right-hand corner.

   

5. The "Assign Vendor to Matter" screen will appear.

   Fill out the Assigned Vendor and Vendor Lead option from the drop-down menu. 

   You can also choose if you want to Request a Budget from this vendor for this matter and if you want to enable Appeals Functionality (if applicable). 

If you choose to Request a budget from this vendor for this matter, you can fill out the

• Budget Name (required) 
• Budget Type (required) - Available as Quarterly, Phase, Life of Matter, or Annually. 
• Description
• Due Date
• Refresh Cycle (the frequency for sending automated requests to the vendor to keep your budget up to date) - Available as None, Annually, Biannually, Quarterly, or Monthly.  
• Counsel Exchange Collaborators - Click X to remove collaborators after you've selected them.

Click Submit to send in the budget or Cancel to back out. 

1. After you assign a vendor, the vendor will appear in the "Vendors" section.