The Matter Events feature allows legal teams to create and manage key dates and milestones associated with a matter. This centralized space for tracking upcoming events supports better visibility, collaboration, and proactive planning.
⚠️ Beta Notice: Matter Events is currently in Beta. To participate, please contact your Customer Success Manager
📅 Overview
Matter Events help legal teams manage critical dates tied to individual matters, such as:
-
Court hearings
-
Contract renewal dates
-
Internal project deadlines
Each event is linked to a specific matter and includes the following details:
Field | Description |
---|---|
Title |
Name of the event |
Description |
Optional notes or context |
Date & Time |
Scheduled date and time (customer timezone) |
Location |
Free-text field for venue or meeting link |
Participants |
Assigned Brightflag users only |
➕ Creating an Event
To create a new event:
-
Navigate to the relevant Matter.
-
Go to the Events tab.
-
Click Add Event.
-
Enter the required details:
-
Title
-
Date & Time
-
Location (free-text)
-
Description (optional)
-
Participants (Brightflag users only)
-
-
Click Save.
Once saved, the event appears in the Events tab and is visible to all participants.
📋 Viewing Events
The Events tab displays all scheduled events for the selected matter. For each event, you'll see:
-
Title
-
Date & Time
-
Location
-
Participants
Clicking on an event opens the full detail view, including any description or notes.
🗃️ Matter Summary View
The Matter Summary page now includes a preview of the next five upcoming events, giving you a quick overview without navigating into the Events tab.