We’re excited to introduce our new Prompt Engineering Playbook, designed to help you get the most out of Ask Brightflag—our next-generation AI feature. This guide provides clear, practical strategies for crafting effective prompts to optimize your interactions.
📌 General Guidance
🔍 What Types of Questions Can You Ask?
📊 Available Data Points
🚀 Coming Soon
📝 Cheat Sheet: Common Filters & Wording
📌 General Guidance
✔ Be Direct and Specific – Avoid vague phrasing.
✔ Iterate for Precision – Start with a base prompt and refine based on the response.
✔ Request Adjustments Explicitly – Use clear follow-ups, such as:
"For the previous query, add..."
✔ Use Brightflag Terminology – Refer to standard terms used in Brightflag:
- "Department" instead of "Practice Area"
- "Matter Category" instead of "Case Type"
🔍 What Types of Questions Can You Ask?
Currently, you can ask a variety of questions about invoices and matters. Results will appear at one of the following levels:
- Invoice-Level
- Matter-Level
- Aggregated Data (e.g., matters rolled up into department or vendor level)
📊 Available Data Points
💰 Spend Data
✔ Total spend
✔ Expenses (all displayed in your organization's currency)
📂 Matter-Level Details
✔ Matter name
✔ Entity
✔ Department
📌 Only matters with invoice spend are included.
🧾 Invoice-Level Details
✔ Invoice number
✔ Status
✔ Accounts Payable (AP) route
📅 Key Dates
✔ Matter start date
✔ Invoice submission date
✔ Invoice billing period
📜 Other Information
✔ Purchase order numbers
🚀 Coming Soon
Stay tuned for additional features, including:
✔ Line-Level Details
✔ User-Level Details
✔ Vendor Details
✔ Flags
✔ Accruals
✔ Timekeepers
📝 Cheat Sheet: Common Filters & Wording
Invoice Status Filters
🔍 Default Behavior
By default, results only include non-rejected and fully processed invoices.
✅ Example: “Show me the invoices from March” → Returns only non-rejected invoices.
❌ Rejected Invoices
If you explicitly request "rejected" invoices, they will be included only if the latest draft of the invoice is rejected.
✅ Example: "Show me all rejected invoices." → Returns all invoices that were rejected, regardless of draft history.
📌 Explicit Status Filters
| Filter | Description |
|---|---|
| Pending | Invoices in any pending-related status, including Pending, Awaiting Details, and On-Hold. |
| Approved | Invoices in any status from Approved onwards, including Approved, Batch Exported (sent to AP), and Paid. |
| Explicitly Approved | Only invoices with the precise status of Approved. |
| Batch Exported | Only invoices marked as Batch Exported (sent to AP). |
| Only Paid | Only invoices with the status of Paid. |
| Awaiting Details | Only invoices awaiting additional information or clarification. |
🗓 Invoice Date Filters
📌 Default Date Type
By default, Billing Period End Date is used for spend-related queries.
✅ Example: “Show me the invoices from March 2024” → Returns invoices with billing (service) period end dates in March 2024.
📌 Calendar Months & Years
- Queries default to the current calendar year unless another year is specified.
- ✅ Example: “Invoices from June” → Assumes June of the current year.
⚠️ Fiscal Periods
- If your fiscal year does not follow the calendar year, fiscal period filters are not yet supported.
- ⚠️ Example: “Invoices from fiscal quarter 2” → Not currently available.
📌 Alternative Date Filters
Use the following precise terms to filter invoices by specific dates:
✔ Billing Period Start Date
✔ Received Date (date the vendor submitted the invoice on the law firm portal)
✔ Status Change Timestamp (date of the last status update, regardless of the status change)
✔ Approved Date
✔ Rejected Date
💡 Tip: Use exact wording to ensure accurate results.
💱 Currencies
✔ The model only supports your organization's currency.
✔ Currency conversion is not currently available.
📌 Note: Ask Brightflag is currently only available to Admin users.