Brightflag's Compare Matters function allows users to compare up to three matters side by side based on key spend and task data.
Key Data Points in Matter Comparison 🔍
- 📌 Portion: The percentage of fees attributed to each task.
⚠️ Important: This percentage is calculated only from Hourly Invoices since Fixed Fee invoices do not include task details. If a matter includes both Hourly & Fixed Fee invoices, the Portion Percentage will not total 100%.
- ⏳ Hours: The total hours worked by the law firm for this task.
- 💰 Average Rate: The average hourly rate of all timekeepers for this task.
- 📑 Fee: The total billed amount for this task.
How to Access Matter Comparisons 🔎
- Navigate to:
- Menu > Matter Management > Compare Matters
- Select the Matters to Compare:
- Choose the Matter Category.
- Select up to three Matters (Matter 1, Matter 2, and Matter 3).
- The screen will automatically update with the selected matter details.
- Apply Filters (Optional):
- Use Category Filters, such as Law Firm and Department, to refine the comparison.
Once configured, the Matter Comparison View will display data similar to the example below:
Expanding Tasks & Sub-Tasks ➕
Each task can be expanded to view sub-tasks for a deeper breakdown.
📌 To expand a task or sub-task:
Click the green arrow icon on the left-hand side of each task.
Viewing Timekeeper Data ⏳
For each task and sub-task, you can toggle the Timekeeper Detail option (top right column) to view a detailed breakdown of the timekeeper roles associated with the task.
Averaging Data Across Selected Matters 📊
The "Average" section on the right side of the screen provides the average values across selected matters for:
- ⏳ Hours: The average hours worked across the selected matters for each task & sub-task.
- 💰 Fee: The average fee billed across the selected matters for each task & sub-task.
Downloading the Matter Comparison Data to Excel 📥
You can download the Matter Comparison data for the selected category and matters directly to Excel.
📌 To download:
- Click the "Download to Excel" button (top right of the screen).
- Your download will begin automatically.
⏳ Please Note:
- Some matters may contain large amounts of data, so the download may take a few moments to complete.
- For Google Chrome users:
- Wait until the loading icon in your browser tab disappears before navigating away.
- The downloaded file will appear at the bottom of your browser screen.