The Matter Events feature allows users to create and manage key dates and milestones associated with a matter. It provides a centralized space for tracking upcoming events, ensuring greater visibility and planning across your matters.
⚠️ Note: This feature is currently in Beta. If you're interested in participating, please contact your Customer Success Manager.
🧭 Overview
Matter Events help legal teams track critical dates tied to a matter - such as court hearings, contract deadlines, or internal reviews.
Each event includes:
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Title
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Description (optional)
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Date & Time (customer’s default time zone)
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Location (free-text)
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Assigned Participants (Brightflag users only)
All participants can view event details from the matter’s Events tab.
✍️ Creating an Event
To create a new event:
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Navigate to the relevant matter.
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Go to the Events tab.
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Click Add Event.
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Fill in the following details:
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Title
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Date & Time
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Location (free-text)
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Description (optional)
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Participants (Brightflag users only)
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Click Save.
💡 Saved events will be visible to all assigned participants.
👀 Viewing Events
From the Events tab, you can view all events associated with the matter. Each entry displays:
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Title
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Date & Time
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Location
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Assigned Participants
Click an event to view its full details and any entered descriptions or notes.
🧾 Matter Summary View
The Matter Summary page now includes a preview of the next five upcoming events, allowing for quick access without navigating to the Events tab.
🔜 Coming Soon
Planned enhancements for Matter Events include:
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Editing existing events
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Admin-set reminder notifications
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Email notifications for participants
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Ability to add attachments
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Downloadable Excel file of all events
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Upcoming event preview on the new Home page
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Events tab on the main Dashboard