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Firm Matter Reference

The Firm Matter Reference is a field used only by law firms.It allows vendors to enter their own internal reference number for a matter in...

The Firm Matter Reference is a field used only by law firms.

It allows vendors to enter their own internal reference number for a matter in Brightflag.


Important

  • The Firm Matter Reference is only editable by vendor users.

  • Internal (client) users cannot edit this field after a matter has been created.

  • If multiple vendors are assigned to a matter, each vendor sees and manages their own separate reference number.


How to Enable the Firm Matter Reference Field

If the field is not visible to vendors:

  1. Go to Menu > Admin Settings > Matter Settings

  2. Locate the Firm Matter Reference field on both the Matter Form & Matter Request Tabs

  3. Enable the relevant settings

  4. Save your changes

Once enabled, vendors can add or update their reference directly in the Law Firm Portal.



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