Matter Updates – Advanced Matter Management Matter Updates – Advanced Matter Management

Matter Updates – Advanced Matter Management

🚀 Quick Answer

Matter Updates allows you to:

  • Automatically request matter updates (weekly, monthly, quarterly)

  • Collect updates from Internal & Vendor Matter Leads

⚠️ This feature is only available with the Matter Management module add-on.

How Matter Updates Works (3 Steps)

Step 1 — Admin Sets the Schedule

Admins configure automated email requests under:

Admin Settings → Matter Update Schedules

Admins can:

  • Create, edit, enable, or delete schedules

  • Apply rules by:

    • Matter Category

    • Department

  • Choose frequency:

    • Weekly (Mon–Fri)

    • Monthly (up to 30 weekdays after month-end)

    • Quarterly (up to 30 weekdays after quarter-end)

  • Send requests to:

    • Internal Matter Leads

    • Vendor Matter Leads

Step 2 — Matter Leads Receive Email

Recipients:

  • Receive one email per customer

  • Click “Update Matters”

  • Submit updates via secure link

  • Can update multiple matters on one page

  • Can forward email to delegate

📝 Maximum length: 8,500 characters per update

No Brightflag login is required for vendors using the secure link.

Step 3 — Updates Appear in Brightflag

Updates are stored in two places:

📌 Summary Tab

Menu > Home

  • Shows latest internal update

  • Shows latest vendor update

  • Allows internal users to post updates

📌 Matter Updates Tab on a Matter

  • Shows full historical update log

  • Allows Excel export

  • Allows one ad hoc reminder (every 24 hours)

  • Includes “Ignore Matter Updates Schedules” toggle

What Each Role Can Do

🔹 Admin (Customer)

Can:

  • Create & manage update schedules

  • Send ad hoc requests

  • Assign Vendor Matter Leads

  • Exclude matters from schedules

  • Report via All Matters Report

Available report fields:

  • Latest Matter Update External

  • Latest Matter Update External Date

  • Latest Matter Update Internal

  • Latest Matter Update Internal Date

🔹 Internal Matter Lead

Can:

  • Submit updates via email link

  • Submit updates inside Brightflag

  • View latest internal & vendor updates

  • Export update history

  • Report on updates

🔹 Matter Participant (Customer)

Can:

  • Post internal updates

  • View internal & vendor updates

  • Export update history

  • Report on updates

🔹 Vendor Matter Lead

Can:

  • Submit updates via secure email link

  • Submit updates via Brightflag portal (if access granted)

  • Delegate update submission

Does not need portal access to submit updates.

Vendor Admin users:

  • Can view vendor updates

  • Cannot view customer internal updates

 

 

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