Client Users
Clients that use Brightflag to manage their Vendors/Law Firms and legal operations.
Getting Started
Invoices
- Quick Approval Invoice
- How to manually approve/reject an invoice - for Admins only (Client Article)
- How to Change an Invoice Number in Brightflag (Client Article)
- PDF Check: for Clients
- FAQ: Capped Fees enforcement on LEDES invoices (Client Article)
- What happens when an invoice is rejected? (Client Article)
- See all 30 articles
Matters
- How to close a matter (Client Article)
- How to Add Files and Emails to a matter (Client Article)
- How To Add a Multi-Line PO to a Matter (Client Article)
- How to Report on Matter Groups (Client Article)
- How to assign a vendors & vendor users to a matter (Client Article)
- How To Edit or Remove a Purchase order on a Matter (Client Article)
- See all 36 articles
Pre-Built Reports
Reporting
- How to change the export type, frequency or timeframe of a scheduled report: For Clients
- How to change the recipients or SFTP of a scheduled report: For Clients
- How to create a report: For Clients
- How to delete a scheduled report: For Clients
- How to make a report public: For Clients
- How to pause or disable a scheduled report: For Clients
- See all 14 articles
Budgets
- Creating a Life-of-Matter Budget: For Brightflag Customers (Clients)
- Matter Budget Fiscal Year Overrun - Invoice Review Flag: (Clients)
- 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 12 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 10 articles
Timekeeper Rates
Accruals
Legal Operations Dashboard
Admin Settings
- AP API Log: For Clients
- Overview of Admin Settings: for Brightflag Customers (Clients)
- Configuring Custom Names for Matter Categories (Client Article)
- Configuring Allocations - Accounting Codes: For Clients
- Configuring AP Routes: for Brightflag Customers (Clients)
- Adding Departments: for Brightflag Customers (Clients)
- See all 14 articles
Accounts Payable
- Overview of Accounts Payable Configuration Options: 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)
- Accounts Payable Invoice Summary PDFs explained: for Brightflag Customers (Clients)
- Manual AP Batch Export: for Brightflag Customers (Clients)
- See all 7 articles
Email Notifications
Vendors / Law Firms
For Vendors / Law Firms that use Brightflag for their Clients
Monthly Vendor Webinars
Getting Started
- How to get added to a Client on brightflag: (for Vendors and Law Firms)
- 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)
- See all 8 articles
User Roles & Permissions
Invoices
- PDF Invoice Submission - Hourly Fee (for Vendors and Law Firms)
- Setting the default currency for my law firm: for 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)
- See all 21 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
- Submitting Accruals - All You Need To Know: for Vendors
- Accruals - Important Notes (for Vendors)
- Accruals Submission Reminder Emails (for Vendors)
- Do I need to be invited by Brightflag to submit Accruals? (for Vendors)
- How do I know if/when my client requires accrual entries from me? (for Vendors)
- Accruals - Most common issues (for Vendors)
- See all 18 articles
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
- Activity Log (Workspace)
- 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?
- See all 40 articles
Accounts, Registration and Sign In
Release Notes
What's new?
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