Brightflag now supports Pro Forma invoices. These invoices are not designed for approval, rejection, or export to Accounts Payable, but instead provide a way for clients to assess work in progress and expected costs before a final invoice is submitted.
🚧 Limited Release
Pro Forma invoices are not yet in full release.
If you're interested in enabling this feature, please contact your Customer Success Manager (CSM) to learn more.
What Are Pro Forma Invoices?
Pro Forma invoices allow you to review work in progress (WIP) and anticipated legal spend before a final (standard) invoice is issued.
They:
Provide early visibility into expected costs
Support internal budget tracking and forecasting
Are not sent to Accounts Payable
Submission Requirements
Before using Pro Forma invoices, please note:
✅ Pro Forma invoices can only be submitted as LEDES invoices
✅ A Pro Forma invoice can only be submitted if there is no standard invoice already submitted on the matter
Enabling Pro Forma Invoices
To enable Pro Forma invoices:
👉 Contact your Customer Success Manager (CSM) who can activate the feature for your organization.
Available Settings
Once enabled, two configuration settings are available:
1️⃣ Pro Forma – Main App UI
Enables Pro Forma functionality within the main Brightflag application
⚠️ Important: If Pro Forma invoices already exist in the system, this setting cannot be disabled.
2️⃣ Pro Forma – Submission
Enables Pro Forma submission within the Law Firm Portal
This setting can be disabled at any time
Workflow & Automation Behavior
Pro Forma invoices are intentionally excluded from standard invoice automation.
They do not appear in:
❌ Invoice summary emails
❌ Pending invoice reminder emails
❌ Awaiting details checks
This ensures Pro Forma invoices remain informational and do not trigger review or approval workflows.
Where Pro Forma Invoices Appear
Pro Forma invoices are still visible in the platform.
They appear in:
Invoices page
Quick search
“Invoices to review” tab
Approval & Rejection Restrictions
Pro Forma invoices cannot be approved or rejected.
Attorneys
Cannot approve Pro Forma invoices from the “Invoices to review” tab.
Admin Users
Cannot approve or reject Pro Forma invoices.
🚫 Note: Pro Forma invoices are for review and assessment only. They do not move through the approval workflow or export to AP.
Invoice Identification & Status
Pro Forma invoices are clearly identified within Brightflag.
A filter allows you to toggle between Standard, Pro Forma and All invoices.
A status chip indicates the invoice type.
Visual indicators distinguish Pro Forma from Standard invoices.
Processing Banner Messaging
When a Pro Forma invoice is being processed, the banner displays:
Brightflag AI is analyzing this invoice. Learn More
For Standard invoices, the banner displays:
Brightflag AI is analyzing this invoice. Reviewers will be notified when it’s done. Learn More