Matter creation in Brightflag depends on your organization’s configuration.
Not all users will see the same options or navigation paths.
1️⃣ Internal Users Create Matters Directly (No Approval)
Internal users create matters in:
Menu > Matter Management > Search/Add Matters
You will see an Add Matter button.
Matters become active immediately
No approval step required
Matters can be created:
Individually (Single Matter)
In Bulk (Spreadsheet Upload)
2️⃣ Internal Users Submit Matter Requests (Internal Approval Required)
Internal users must submit a Matter Request for approval before a matter is created.
Requests are located in:
Menu > Matter Management > Search Matter Requests
You will NOT see an “Add Matter” button in this setup.
A designated approver must review the request
The matter is created only after approval
3️⃣ Vendors Create Matters Directly
Vendors create matters in Brightflag without approval.
Matters become active immediately
Client users can edit details after creation (based on permissions)
4️⃣ Vendors Submit Matter Requests (Client Approval Required)
Vendors submit a Matter Request for client approval.
Requests appear in:
Menu > Matter Management > Search Matter Requests
A client user must approve or reject
Once approved, the matter is created automatically
If rejected, a new request must be submitted
📌 Not Sure Which Setup You Have?
Contact your:
Brightflag Administrator, or
Brightflag Support
We can confirm how matter creation is configured in your account.