How it works
There are three kinds of role:
Vendor Role is the free-text role a vendor types when submitting timekeeper rates.
Client Role is a role your organization defines in its own Role Management list.
Brightflag Standard Role is the fixed list that every Client Role maps to: Partner, Associate, Paralegal and Other.
Each vendor’s role maps to one of your Client Roles. Each Client Role maps to one Brightflag Standard Role. This gives you a consistent view of roles whatever wording vendors use.
Manage your roles
The standard role list is on by default for every customer, with no setup needed. You can also define your own Client Roles from the self-serve Role Management screen. From there you can:
Add roles, including several at once
Rename roles
Remove roles
Search the list as it grows
Each Client Role must map to one Brightflag Standard Role. Brightflag suggests a match based on keywords, and you can change it on any row.
Review rates with consistent roles
On the Timekeeper Rates review screen, you can see each timekeeper’s Vendor Role and the mapped Client Role and Brightflag Standard Role side by side.
For law firm users
Role names are still entered as free text on the upload sheet. If they use a role your not seen before, they'll be asked to complete a Map Timekeeper Roles step before they can confirm submission.
FAQs
Does this apply to all customers?
Yes. It’s on for everyone, and there’s no setting to turn it on.
Do I need to set up roles before vendors can submit?
No. Until you add your own roles, vendors map to the default list of four: Partner, Associate, Paralegal and Other.
Can I add my own roles?
Yes. Use Role Management to add Client Roles, each mapped to a Brightflag Standard Role.
Will changing a mapping update existing rates?
No. Mapping changes apply to future uploads only.
Will reports show the standardized roles?
Not yet for historical data. The Timekeepers Report is built from invoice line-item data, so standardized roles won’t appear in it immediately or retroactively.