Client Users
Clients that use Brightflag to manage their Vendors/Law Firms and legal operations.
Profile Settings & Access Rights
Invoices
- Finding an Invoice - Your Review Queue: for Brightflag Customers (Clients)
- Reviewing an Invoice: for Brightflag Customers (Clients)
- Invoice Flags Explained: for Brightflag Customers (Clients)
- Adjusting an Invoice: for Brightflag Customers (Clients)
- Commenting on an Invoice: for Brightflag Customers (Clients)
- Approving or Rejecting an Invoice: for Brightflag Customers (Clients)
- See all 11 articles
Matters
- Activity Log for Matters: for Brightflag Customers (Clients)
- Multi-Line Purchase Orders (PO)
- Finding a Matter: for Brightflag Customers (Clients)
- Adding Vendors, Vendor Offices & Vendor Users to a Matter: for Brightflag Customers (Clients)
- Reviewing a Matter Request: for Brightflag Customers (Clients)
- Creating a Matter: for Brightflag Customers (Clients)
- See all 21 articles
Budgets
- Budget Requests - All You Need to Know: for Customers (Clients)
- Estimating a Matter Budget: for Brightflag Customers (Clients)
- Overview of Budgeting: for Brightflag Customers (Clients)
- Setting & Viewing Financial Budgets: for Brightflag Customers (Clients)
- Interpreting the Results of your Financial Budgets: for Brightflag Customers (Clients)
- Bulk Reviewing Budget Requests: for Brightflag Customers (Clients)
- See all 11 articles
Accruals
Reporting
- Report Builder (Coming Soon)
- Direct Cost Savings Report: for Brightflag Customers (Clients)
- Reporting API (Beta Version): for Brightflag Customers (Clients)
- Sending a Report to an SFTP Server via the Report Scheduler: for Brightflag Customers (Clients)
- Overview of the Report Builder Report Types: for Brightflag Customers (Clients)
- Spend Overview Dashboard Explained: for Brightflag Customers (Clients)
- See all 12 articles
Overview Guides
Invoice Settings
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)
Timekeeper Rates
Accounts Payable
- Overview of Accounts Payable Configuration Options: for Brightflag Customers (Clients)
- Configuring AP Routes: for Brightflag Customers (Clients)
- Configuring 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)
- See all 8 articles
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
Vendor Management
- 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)
- Adding a Vendor: for Brightflag Customers (Clients)
- Adding Vendor Users: for Brightflag Customers (Clients)
Out-of-Box Reporting
Entity & Department Settings
Vendors / Law Firms
For Vendors / Law Firms that use Brightflag for their Clients
Account
- Why is my Law Firm Name Different on Brightflag?: for Vendors (Law Firms)
- Upgrading Vendor Access & Permissions Level: for Vendors (Law Firms)
- How to Find My New Client: For Vendors (Law Firms)
- User Roles & Permissions: for Vendors (Law Firms)
- Switching between Clients on the Law Firm Portal: for Vendors (Law Firms)
- What is a Vendor Office: for Vendors (Law Firms)
- See all 7 articles
Invoices
- Uploading a PDF Invoice - Hourly Fee: for Vendors (Law Firms)
- Benefits of Using LEDES Files to Submit Your Invoices: for Vendors (Law Firms)
- Resubmitting Rejected Invoices: for Vendors (Law Firms)
- Finding an Invoice: for Vendors (Law Firms)
- Tracking the status of an Invoice: for Vendors (Law Firms)
- Uploading a PDF Invoice - Agreed Fixed Fee: for Vendors (Law Firms)
- See all 15 articles
Matters
- 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)
- Requesting a Matter: for Vendors (Law Firms)
- See all 8 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)
- Submitting 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
Release Notes
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