Client Users
Clients that use Brightflag to manage their Vendors/Law Firms and legal operations.
Invoices
- How to change or reverse the status of an Invoice - for Admins only
- Rejected and Resubmitted Invoices - FAQ (Clients)
- Capped Fee Enforcement for LEDES Invoice Submissions: for Brightflag Customers (Clients)
- Assign or change Purchase order (PO) assigned to invoice: for Brightflag Customers (Clients)
- Downloading Invoice PDF / PDF Summary / Excel Invoice: for Brightflag Customers (Clients)
- Finding an Invoice - Your Review Queue: for Brightflag Customers (Clients)
- See all 16 articles
Invoice Settings
- Can I exclude an invoice from an existing rule?
- Configuring Auto-invoice Processing: for Brightflag Customers (Clients)
- Configuring Auto Invoice Processing Rules (Awaiting Details)
- Configuring Invoice Approval Workflows: for Brightflag Customers (Clients)
- Email Notifications for Pending Invoices: for Brightflag Customers (Clients)
Matters
Matter Settings
- Configuring Custom Names for Matter Categories: for Brightflag Customers (Clients)
- Configuring Allocations - Accounting Codes: for Brightflag Customers (Clients)
- Adding Custom Matter Fields: for Brightflag Customers (Clients)
- Controlling Accessibility to Matter Fields: for Brightflag Customers (Clients)
- Creating a Matter Template: for Brightflag Customers (Clients)
Reporting
- Matter Spend v. Budget Report (Clients) [BETA Period Active]
- Saving a Report: For Brightflag Customers (Clients)
- Making a Report Public (New Report Builder): for Brightflag Customers (Clients)
- Sharing a Report (New Report Builder): for Brightflag Customers (Clients)
- Report Builder fields Glossary
- Direct Cost Savings Report: for Brightflag Customers (Clients)
- See all 15 articles
Budgets
- Using the Matter Budgets API
- Configuring the date type for budgeting: for Brightflag Customer (Clients)
- Overview of Budgeting & FAQ's: for Brightflag Customers (Clients)
- Creating and Viewing Phased Budgets: for Brightflag Customers (Clients)
- Creating and Viewing Periodic Budgets: for Brightflag Customers (Clients)
- Budget Requests - All You Need to Know
- See all 12 articles
Timekeeper Rates
Accruals
Vendor Management
- 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)
- Upgrading a Vendor User's Access Level: for Brightflag Customers (Clients)
- Configuring Volume Trade Discounts: for Brightflag Customers (Clients)
- See all 8 articles
Profile Settings & Access Rights
Internal User Management
- Changing a User's Role: for Brightflag Customers (Clients)
- Creating New Users: for Brightflag Customers (Clients)
- 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)
- See all 7 articles
Entity & Department Settings
Overview Guides
Accounts Payable
- Checking AP Api Log (Clients)
- Overview of Accounts Payable Configuration Options: for Brightflag Customers (Clients)
- Configuring AP Routes: for Brightflag Customers (Clients)
- Configuring Tax Codes & Rates: for Brightflag Customers (Clients)
- AP Email Integration Explained: for Brightflag Customers (Clients)
- Accounts Payable Invoice Summary PDFs explained: for Brightflag Customers (Clients)
- See all 8 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)
- 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)
- Adding Billing Information & Contact Details: for Vendors (Law Firms)
User Roles & Permissions
Invoices
- Uploading a PDF Invoice - Hourly Fee: for Vendors (Law Firms)
- Confirming and entering tax codes/types for LEDES submissions: Vendors (Law Firms)
- Uploading a LEDES Invoice with Capped Fees Enabled: for Vendors (Law Firms)
- Add attachments to invoices: for vendors ( Law firms)
- How to submit Fixed Fee on LEDES file: for Vendors (Law Firms)
- When will my invoice be approved for payment? - for Vendors (Law Firms)
- See all 20 articles
Matters
- Adding/Changing Firm Matter Reference on a Matter: for Vendors (Law Firms)
- Adding Documents & Attachments to a Matter: for Brightflag Vendors (Law Firms)
- Unable to Request or Create a Matter: for Vendors (Law Firms)
- Assigning your Colleague to a Matter: for Vendors (Law Firms)
- Finding a Matter: for Vendors (Law Firms)
- Creating a Matter: for Vendors (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
- Viewing Existing Timekeeper Rates: for Vendors (Law Firms)
- Timekeeper Rates: for Vendors (Law Firms)
- Diversity Surveys - Uploading Timekeepers' Email Addresses & Location: for Vendors (Law Firms)
- Completing your Diversity Survey: for Vendors (Law Firms)
- Reporting on your own Vendor’s Diversity: for Vendors (Law Firms)
- ISO Country Codes: for Vendors (Law Firms)
My Account
Brightflag Workspace
Client Specific Articles
Other Applications
Permissions and Security
- How to Provide Admin access to a user for multiple Workrooms?
- What is Brightflag Workspace' Responsible Disclosure Policy?
- How do permissions work in Brightflag Workspace?
- How can I limit who can see or edit a Task or File?
- How does Brightflag Workspace keep my data secure?
- How can I see who else can see a folder, file or task?
Navigation
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
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