How to Create Matters in Bulk (Internal – No Approval Required)

Use this article only if:

• You see Add Matter

• You see the Bulk Upload option

If Bulk Upload is not visible, your configuration may not allow bulk creation.

Step 1: Navigate to

Menu > Matter Management > Search/Add Matters

Step 2: Click “Add Matter” → Select “Bulk Upload”

Step 3: Download the Template

Each Matter Template has a corresponding spreadsheet.

Always download a fresh template before uploading.

⚠️Step 4: Complete the Spreadsheet⚠️

⚠️Follow these rules carefully⚠️

• Values must match exactly as they appear in Brightflag

• Internal Matter Lead = email address

• Lead Outside Counsel = email address

• Currency = 3-letter ISO code (USD, GBP, EUR)

• Do NOT remove or rearrange columns

• Do NOT duplicate Matter Reference or Customer Matter ID

Step 5: Upload the File

Return to the Bulk Upload page.

Click:
Select File → Upload Matters

If errors occur:

• Review the error message

• Correct the spreadsheet

• Re-upload