Brightflag

Keep all relevant documents and communications organized by adding files and emails to a Matter in Brightflag.📁 Adding Files to a Matter🖥️...

Adding Files and Emails to a Matter

Easily access all emails and files added to a Matter in Brightflag.

1️⃣ Open the Matter Overview Page.2️⃣ Click on the Emails &amp; Files...

How To View Emails & Files on a Matter

The Matter Activity Log in Brightflag provides a detailed record of actions taken within a Matter. This ensures full transparency and acco...

What is the Matter Activity Log?

Keep important information organized by adding Notes to a Matter in Brightflag.

📌 How to Add a Note
1️⃣ Open the Matter Overview Page.2️⃣...

Adding Notes to a Matter

Matter Statuses in Brightflag

Files, Emails & Activity Tracking

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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