How to Assign a Vendor/Law Firm to a Matter

Before a Vendor User can access a Matter in Brightflag, their law firm must first be added to that Matter.

• Vendor Admins – Automatically gain access to the Matter once their vendor has been assigned.
• Office Admins – Require their vendor office to be assigned to the Matter.
• Standard Users – Must be individually assigned to the Matter.

• Click here for steps on how to add a Vendor User to a Matter 
• Click here for steps on how to add a Vendor Office to a Matter

🛠️ Assigning a Vendor to a Matter

• Go to Matter Management > Search/Add Matters and click on the Matter Reference to open the Matter Overview.

• Click the "Vendors" tab.

• Based on the current vendor assignment status:
• If no vendor has been added: Click "Get Started", then select the vendor from the dropdown list and click "Add".

• If an existing vendor is already assigned: Click "Edit Vendors", select the vendor you want to add from the dropdown menu, then click "Add" and choose "Add New Vendors" to ensure that existing vendors remain assigned.

📌 Note: If a law firm user cannot find the Matter in Brightflag after being added, refer to this guide for troubleshooting steps.