How to Add a Vendor to a Matter

Use this article if you need to assign a law firm or vendor to an existing matter so they can access and bill against it.

If a vendor says “I can’t find the matter”, see:
Vendor Can’t See a Matter? (Access Troubleshooting Guide)

Before You Start

Make sure:

• The matter exists in Brightflag

• The vendor has been created in Brightflag

• The vendor has at least one office added

Step 1: Open the Matter

1. Go to Menu > Matter Management > Search/Add Matters

2. Search for the matter

3. Click the Matter Reference to open the Matter Overview page

Step 2: Go to the Vendors Tab

1. Select the Vendors tab

2. Click Edit Vendors
   (If no vendors are assigned yet, click Get Started)

Step 3: Select the Vendor

Choose the vendor from the dropdown list.

If the vendor does not appear:

• Confirm the vendor exists in Brightflag

• Confirm at least one vendor office has been created

Vendors without offices cannot be assigned to matters.

Step 4: Select Vendor Office & Users

Access is controlled by the combination of Vendor Office and Vendor Users.

🔹 Only Vendor Admins Should Have Access

• Select Any Vendor Office

• Leave access set to admin users only

🔹 All Users Across All Offices Should Have Access

• Select each Vendor Office

• Choose Any Vendor Office User

• Repeat for all offices

🔹 Only Specific Users Should Have Access

• Select the specific Vendor Office

• Select the individual Vendor Users

Choose the option that matches your organization’s access requirements.

Step 5: Save Changes

Click Save.

The vendor should now be able to locate the matter.