Ask Brightflag (BETA)
Getting Started
Useful Tips & Info
User Permissions
Approving Invoices
Admin Settings
Various Admin Settings
Client Users
Clients that use Brightflag to manage their Vendors/Law Firms and legal operations.
Pre-Built Reports
Reporting
Timekeeper Rates
Vendor Management
Accruals
Managing Accruals
Reviewing Accruals
Account & User Permissions
Account & User Permissions
- How to Unlock a Vendor User's Account: for Brightflag Clients (Admins Only)
- How to Unlock a Client User's Account: for Brightflag Clients (Admins Only)
- Managing Support Requests in the Brightflag Client Help Center
- Unlocking User Accounts: for Brightflag Clients
- User Roles & Permissions for client users
- Login Issues: Resetting my Password
- See all 9 articles
Internal User Management
- Adding a User to a Department: for Brightflag Customers (Clients)
- Integrating Brightflag with Your Company’s Single Sign-On (SSO) Tool
- Configuring Single Sign-on (SSO) & User Provisions (SCIM) with Okta: for Brightflag Customers (Clients)
- Configuring Single Sign-on (SSO) with Entra ID ( Formerly MS Azure): for Brightflag Customers (Clients)
- Configuring Single Sign-on (SSO) with Active Directory Federation Services (ADFS): for Brightflag Customers (Clients)
Accounts Payable
Batch Exports
Paysites
API's
API Settings
Email Notifications
Email Notifications
Legal Operations Dashboard
Budgets
Budget Requests
Creating & Editing Budgets
Matters
Advanced Matter Features
Reporting and Analysis
Matter Workrooms
Vendor and Participant Management
Purchase Orders (POs) in Matters
Working with Matter Data and Attachments
Invoices
Invoice Review & Analysis
- Reviewing an Invoice
- How to view the currency on the new Invoice Analysis screen
- How to view the status of an invoice on the Invoice Analysis screen
- Optimizing LEDES Invoice Submissions with the PDF Check Tool
- Sorting & filtering the invoice review page
- How to view invoice amounts in your standard currency on the Invoices page
Invoice Processing & Troubleshooting
Invoice Adjustments & Status Changes
Invoice Approval & Rejection
- Quick Invoice Approval via Email
- Can the Quick Invoice Approval feature be turned off for my company? (Quick Approval FAQ)
- Does Quick Invoice Approval support manual entry of the accounts payable email address? (Quick Approval FAQ)
- Are all pending invoices eligible for Quick Invoice Approval? (Quick Approval FAQ)
- Quick Approval: FAQs
- Rejected and Resubmitted Invoices FAQ
- See all 13 articles
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