Client Users
Clients that use Brightflag to manage their Vendors/Law Firms and legal operations.
Getting Started
Invoices
- Setting Allocations on an Invoice: for Brightflag Customers (Clients)
- Converting invoice currencies (Client App)
- How to download the Invoice Summary (Client App)
- How to download an Excel version of an Invoice (Client App)
- How to download the Invoice PDF (Client App)
- Finding an Invoice: Clients
- See all 23 articles
Matters
Reporting
- Running a report in report builder (Clients)
- Matter Spend v. Budget Report (Clients)
- Saving a Report: For Brightflag Customers (Clients)
- Making a Report Public (New Report Builder): for Brightflag Customers (Clients)
- Sharing a Report for Brightflag Customers (Clients)
- Report Builder Fields Glossary: for Clients
- See all 16 articles
Budgets
- Matter Budget Fiscal Year Overrun - Invoice Review Flag: (Clients)
- Using the Matter Budgets API
- Configuring the date type for budgeting: for Brightflag Customer (Clients)
- Overview of Budgeting & FAQs: for Brightflag Customers (Clients)
- Creating and Viewing Phased Budgets: for Brightflag Customers (Clients)
- Creating and Viewing Periodic Budgets: for Brightflag Customers (Clients)
- See all 13 articles
Vendor Management
- Export a List of all Law Firms: for Clients
- Timekeepers compared to Vendor Users - FAQ (Clients)
- Adding Billing Details to Vendor: (Clients)
- Assigning Custom Names to Vendors: for Customers (Clients)
- Adding Preferred Counsel Identifiers to your Vendors & Reporting on them: for Brightflag Customers (Clients)
- Changing a Vendor User's Access Level / Role: for Brightflag Customers (Clients)
- See all 9 articles
Timekeeper Rates
Accruals
Entity & Department Settings
Legal Operations Dashboard
Accounts Payable
- Checking AP Api Log (Clients)
- Overview of Accounts Payable Configuration Options: for Brightflag Customers (Clients)
- Configuring AP Routes: for Brightflag Customers (Clients)
- Adding Vendor Paysites: for Brightflag Customers (Clients)
- Configuring Tax Codes & Rates: for Brightflag Customers (Clients)
- AP Email Integration Explained: for Brightflag Customers (Clients)
- See all 9 articles
Email Notifications
Vendors / Law Firms
For Vendors / Law Firms that use Brightflag for their Clients
Monthly Vendor Webinars
Getting Started
- Onboarding Guide for New Vendors
- Why is my Law Firm Name Different on Brightflag? (for Law Firms and Vendors)
- How to Find My New Client (for Law Firms and Vendors)
- Login and Access to Brightflag (for Law Firms and Vendors)
- Switching Between Clients, Firms, or Offices on the Law Firm Portal (for Law Firms and Vendors)
- What is a Vendor Office? (for Law Firms and Vendors)
- See all 7 articles
User Roles & Permissions
Invoices
- PDF Invoice Submission - Hourly Fee (for Vendors and Law Firms)
- Entering Tax Codes and Types for LEDES Invoice Submission (for Vendors and Law Firms)
- Submitting a LEDES Invoice With Capped Fees (for Vendors and Law Firms)
- Adding Attachments to Invoices After Submission (for Vendors and Law firms)
- Submitting a Fixed Fee LEDES Invoice (for Vendors and Law Firms)
- Invoice Approval and Payment (for Vendors and Law Firms)
- See all 20 articles
Matters
- Adding or Changing a Firm Matter Reference (for Vendors and Law Firms)
- Adding Documents and Attachments to a Matter (for Vendors and Law Firms)
- Unable to Request or Create a Matter (for Vendors and Law Firms)
- Adding Your Colleague to a Matter (for Vendors and Law Firms)
- Finding a Matter (for Vendors and Law Firms)
- Creating a Matter (for Vendors and Law Firms)
- See all 9 articles
Spanish (Español)
- Cómo Solicitar un Asunto: para proveedores (bufetes de abogados)
- Encontrar un Asunto: para proveedores (bufetes de abogados)
- Cómo Encontrar una Factura: para proveedores (bufetes de abogados)
- Agregar a Sus Colegas Como Usuarios en el Portal de Firma de Abogados Brightflag: para proveedores (bufetes de abogados)
- ¿Qué Puedo Ver en el Portal de Firma Abogados?: para proveedores (bufetes de abogados)
Accruals
Budgets
Timekeepers
- How to submit Timekeeper rates: For vendors
- How to view rate history for a timekeeper: For Vendors
- How to manually update an existing Timekeeper Rate: For Vendors
- Who can submit Timekeeper Rates: For Vendors
- How to view and check the status of existing Timekeeper Rates: For Vendors
- Timekeeper Rates: For Vendors
- See all 10 articles
Account & User Permissions
Vendor Terms and Conditions
Account & User Permissions
- Brightflag Login & Access for Customers, Vendors & Law Firms
- Viewing all my Organization's Support Tickets: for Clients
- Unlocking User Accounts: for Brightflag Clients
- User Roles & Permissions: for Brightflag Customers (Clients)
- Login Issues: Resetting my Password
- Changing my Password
- See all 8 articles
Internal User Management
- Adding a User to a Department: for Brightflag Customers (Clients)
- Overview of Configuring Single Sign-on (SSO): for Brightflag Customers (Clients)
- Configuring Single Sign-on (SSO) & User Provisions (SCIM) with Okta: for Brightflag Customers (Clients)
- Configuring Single Sign-on (SSO) with MS Azure: for Brightflag Customers (Clients)
- Configuring Single Sign-on (SSO) with Active Directory Federation Services (ADFS): for Brightflag Customers (Clients)
Brightflag Workspace
Client Specific Articles
Other Applications
Permissions and Security
Workrooms
- Linking a related (child) workroom to a records (parent) workroom retrospectively
- Publishing updates from a records (parent) workroom to its related (child) workrooms
- Settings: How do I change an Active Workroom to a Records Workroom?
- Settings: How do I give Viewers and Restricted Viewers the ability to bulk download folders and files?
- Settings: How do I add a Logo to a Workroom?
- Settings: How can I download all Records from the Workroom?
- See all 39 articles
Accounts, Registration and Sign In
Release Notes
What's new?
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