Home Page - Advanced Matter Management Home Page - Advanced Matter Management

Home Page - Advanced Matter Management

 

A centralized hub for tracking progress across all your legal matters.


In This Article


Overview

The new Home Page in Brightflag provides Advanced Matter Management customers with a centralized view of all active matters, giving legal teams real-time visibility across key activities.

Whether you’re a legal leader, legal ops professional, or in-house attorney, the Home Page helps you:

  • Stay informed on matter progress

  • Track tasks, events, and spend

  • Take action faster

This feature is exclusively to Advanced Matter Management customers.


What's Included in the Home Page

When users log into Brightflag, they will now land on the Home Page.

This page consolidates matter information into key columns. 

Column Description
Matter Name Always displayed. Links directly to the Matter Overview page.
Latest Update Shows the most recent Matter Update across all matters the user has access to.
Next Task Displays the next upcoming task by due date.
Next Event Displays the next upcoming (not-yet-started) event. Note: Multi-day event support is not included in Phase 1.
Spend Column Widget Ability for users to see the visual indicator for spend and budget on each matter. Spend is in customer currency. Accruals is not included in calculations.

🔒 Permissions Reminder: Users only see matters they are assigned to or those belonging to departments they have access to.


Filters

General Filters - 

  • Department
  • Matter category
  • Internal Matter Lead
  • Vendors

Filters for My Team and Only Me

  Admin User Department  User Ordinary User
My Team All Open Matters All open matters included in your department, where you are a Matter Participant, or the Internal Matter Lead All open matters where you are a participant or the Internal Matter Lead 
Only Me All matters where you are the Internal Matter Lead All matters where you are the Internal Matter Lead All matters where you are the Internal Matter Lead

Who Has Access

  • The Home Page is only available to Advanced Matter Management customers.

👉 If you’re interested, please contact your Customer Success Manager.


Customize Feature

Column customization is available for Admin users. 

  • You can select the columns that you want to appear for each department. When a user selects that department filter then they will see the custom view that you have set up. 

Exporting Data

You can now easily export all your Home page data into an Excel report: 


FAQs

Q: Is the Event column sortable?
No. The Event column is not sortable as it displays only the next upcoming event.

Q: Will I be able to see data for other departments?
Only if you already have permission to view those matters.


Next Step: If you’d like to activate the Home Page for your organization, please reach out to your Customer Success Manager.

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