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Vendor and Participant Management

How to assign a vendor & vendor users to a matter
To view the current vendor permissions on a matter: Find the matter. Cl...
How to Exclude a Volume Trade Discount from a Vendor/ Matter
Please reach out to your dedicated Customer Success Manager if you wish ...
Why can't my vendor find a matter?
Your vendor may not see a matter if they don't have permission to view t...
Adding Vendors, Vendor Offices & Vendor Users to a Matter
You can add vendors, vendor offices, and individual vendor users to a ma...
Vendor/Law Firm Performance Scorecard
Gauging your vendor's performance against your Matters is an essential s...