Ask Brightflag Prompt Playbook Ask Brightflag Prompt Playbook

Ask Brightflag Prompt Playbook

We’re excited to introduce our new Prompt Engineering Playbook, designed specifically to help you get the most out of Ask Brightflag—our next-generation AI feature. In this playbook, you’ll find clear, practical strategies for crafting effective prompts that will optimize your interactions with Ask Brightflag.

General Guidance 

  • Be Direct and Specific: Avoid vague phrasing. 

  • Iterate for Precision:

    1. Start with a base prompt.
    2. Refine your query based on the response. 

  • Request Adjustments Explicitly:

    • Use clear follow-ups, such as:
      • "For the previous query,  add..." 

  • Use Brightflag Terminology:

    • Refer to terms consistently used in Brightflag, such as:
      • “Department”  instead of  “Practice Area”.
      • “Matter Category”  instead of  “Case Type”.

💡 Tip: Have feedback for this playbook? Contact Support to share your suggestions!

What Types of Questions Can You Ask?

For now, you can ask many questions about invoices and matters. Results will be either at invoice-level, matter-level, or an aggregation of those e.g. matters get rolled up into a department or vendor level.

Available Data Points

  • Spend Data:

    • Total spend
    • Expenses (all in your customer 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:

  • Line-level details
  • User-level details
  • Vendor details
  • Flags
  • Accruals
  • Timekeepers

Cheat Sheet: Common Filters and Wording

Invoice Status Filters

Default Behavior

  • Results only include non-rejected and fully processed invoices by default.
    • Example:
      • ✅ “Show me the invoices from March” → Returns only non-rejected invoices.

Rejected Invoices

  • If you explicitly request “rejected” invoices, they will be included in the results only if the latest draft of the invoice is rejected. 
  • If you want to see all rejected invoices regardless of revised drafts, use the word “all”.
    • ✅ “Show me all rejected invoices.”
 

Explicit Status Filters

Filter Description
Pending Invoices in any pending-related status which includes pending, awaiting details, and on-hold.
Approved Invoices in any status from approved onwards i.e. 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

  • Billing Period End Date: Used for queries related to spend unless another date type is specified.
    • Example:
      • ✅ “Show me the invoices from March 2024” → Returns invoices with billing (service) period end dates in March 2024.

  • Calendar Months and Years: Queries default to the current calendar year unless otherwise specified.

    • Example:
      • ✅ “Invoices from June” → Assumes June of the current year.

  • Fiscal Periods: If your fiscal year does not follow the calendar year, you cannot yet use this. 

    • Example:
      • ⚠️ “Invoices from fiscal quarter 2” 

Alternative Date Filters

Use the following precise terms when filtering invoices by specific dates:

  • Billing Period Start Date

  • Received Date: The date in which the vendor uploaded/submitted the invoice on the law firm portal.

  • Status Change Timestamp: The date in which the invoice last had a status change, regardless of what status it changed to.

  • Approved Date

  • Rejected Date

💡 Tip: Use exact wording to ensure accurate results.

Currencies

  • The model currently supports customer currency only and cannot convert to other currencies.

For additional information, see the Ask Brightflag Help Center article

 

 

 

 

 

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