Getting Started with the Brightflag Connector: Prompts and Workflows

Now that you are connected, here is how to start putting the integration to work. The examples below are a starting point. Once you are comfortable, you can ask far more specific and combined questions in your own words.

Try asking any of the following to get a feel for what the integration can do. No special phrasing is required; plain English works.

Invoices

Find an invoice
"Show me all pending invoices from this month"

Check an approval
"Who still needs to approve invoice 84213?"

Review an invoice for compliance issues
"Are there any billing compliance issues on invoice 84201?"

Matters

Look up a matter
"Show me all open matters for Linklaters"

Custom matter attributes
"Which matters have a Region attribute assigned?"
"Find matters where the Matter Risk attribute is set to High"
"What custom attributes can I filter matters by?"

Budgets & spend

Matter spend and budget
"Does the Project Falcon matter have a budget?"
"How is matter 1244 tracking against its budget?"
"What is left in the Discovery phase of this matter?"
"How much of this matter's budget has Kirkland used?"

Cost centre budgets
"Which departments are over budget this year?"
"How are we tracking against our litigation budget?"
"What is our overall legal budget and how much is left?"
"What were our vendor budgets for fiscal 2025?"

Spend overview
"What did we spend by vendor in 2026?"
"Where did our spend go last quarter?"
"Break the Litigation department's spend down by vendor"
"What are our biggest spending matters this year?"

People & vendors

Find a person or rate
"What rate does timekeeper Jane Berckenkamp charge?"

Browse vendors or departments
"What vendors do we have?"

Once you are comfortable with single questions, try chaining a few together in one conversation. The connected AI will carry context forward, so you can refine and drill down naturally.

Invoices

Workflow: Reviewing your approval queue
"What invoices are waiting on my approval right now?"
"For the one from Linklaters, what's the gross total and what does it cover?"
"What stage is it at, and who else still needs to review it?"

Workflow: Chasing a stalled invoice
"Find invoices that have been pending for more than 30 days"
"For invoice 84213, who is the review stuck with?"
"Has that reviewer delegated to anyone?"

Workflow: Reviewing an invoice for compliance
"Show me pending invoices from Linklaters"
"Are there any billing compliance issues on invoice 84201?"
"Show me only the fee lines the Internal Communications flag hit"
"What was the suggested saving on that flag?"

Matters & departments

Workflow: Getting oriented in a new department
"What matter categories do we have?"
"Show me all open matters in the Banking category"
"Who are the internal leads on those matters?"

Budgets & spend

Workflow: Checking budget health
"How are we tracking against our Litigation department budget?"
"Which matters under that budget don't have individual matter budgets set?"
"For matter 1244, how much of the Q2 budget remains?"
"How much of that matter's budget has Kirkland & Ellis used?"

Vendors

Workflow: Researching a vendor relationship
"Show me all matters we have open with Linklaters"
"What invoices have they billed us this year?"
"What rates does Linklaters have on file for their timekeepers?"