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How to Add a Lead Outside Counsel to a Matter

To ensure the Lead Outside Counsel's name appears in the dropdown menu for selection, the person must meet specific criteria. ✅ Requiremen...

To ensure the Lead Outside Counsel's name appears in the dropdown menu for selection, the person must meet specific criteria.

✅ Requirements

  • The individual must be a vendor user within the law firm assigned to the matter.

  • Only users associated with that law firm will appear in the Lead Outside Counsel dropdown.

  • You cannot search or add someone from outside the assigned firm.

🛠️ Steps to Add the Lead Outside Counsel

  1. Ensure the vendor user is added under the correct law firm in Brightflag.

  2. Assign the law firm to the matter if not already done.

  3. Select the user as Lead Outside Counsel.

    • Find the matter that you want to update.

    • Navigate to the Matter Details tab.

    • Click the plus icon beside Lead Outside Counsel.

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