🗓️ Matter Events (Beta) 🗓️ Matter Events (Beta)

🗓️ Matter Events (Beta)

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:

  1. Navigate to the relevant Matter.

  2. Go to the Events tab.

  3. Click Add Event.

  4. Enter the required details:

    • Title

    • Date & Time

    • Location (free-text)

    • Description (optional)

    • Participants (Brightflag users only)

  5. 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.