How to Use Ask Brightflag How to Use Ask Brightflag

How to Use Ask Brightflag

Ask Brightflag is an AI-powered tool that enables admin users to explore legal spend data effortlessly. This guide covers how to get started, ask questions, and navigate through results.


πŸš€ Getting Started with Ask Brightflag

Step Action
1️⃣ Access Ask Brightflag Go to Menu > Ask Brightflag.
2️⃣ Enter Your Question Type your query in the chat box at the bottom of the page and press Enter or click Send.
3️⃣ Refine Your Query Specify date ranges or other details to get more precise results. Example: "Break down spend by vendor in 2024 based on the billing period."
4️⃣ Use Prompt Cards Select a pre-set prompt card to start your query quickly.
5️⃣ Respond to Follow-Ups If Brightflag AI needs more details, simply type your response in the chat box.
6️⃣ Start a New Conversation Click New Conversation (top-right corner) to ask a fresh question.
7️⃣ Revisit Past Conversations Select previous chats from the history bar (top-left corner).

πŸ’‘ What Types of Questions Can I Ask?

For now, you can ask a wide range of questions related to invoices and matters. Results will appear at the invoice level, matter level, or as aggregated data (e.g., matters summarized at the department level).

πŸ“Š Key Data Points Available

βœ” Spend Data – Total spend, expenses, and other financial insights in your organization’s currency.
βœ” Matter-Level Details – Matter name, entity, department, and associated information. (πŸ“Œ Only matters with invoice spend appear.)
βœ” Invoice-Level Details – Invoice numbers, statuses, and AP route assignments.
βœ” Important Dates – Key timestamps, such as matter start date, invoice submission date, and billing period.
βœ” Purchase Order Numbers – POs linked to relevant matters and invoices.



πŸ“Œ Note: Ask Brightflag is currently only available to Admin users.