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

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

   

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

   

3. On the matter details screen, click the "Vendors" tab.

   

4. Click "Assign Vendor" in the upper-right corner.

   

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

   Select the Assigned Vendor and Vendor Lead from the drop-down menus. 

   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, fill out the following fields:

• 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 assign the vendor (and send the budget request, if selected), or Cancel to close without saving. 

1. After you assign a vendor, the vendor will appear on the "Vendors" tab.