How to Add a Vendor to Brightflag

This article is intended for client users. If you're a vendor or law firm and need access to a client in Brightflag, please contact the client's Admin Team directly.

Vendors, such as law firms, must be set up in Vendor Management to upload invoices to Brightflag. Follow the steps below to add a new vendor.

Steps to Add a Vendor

1. Navigate to Vendor Management

• Go to Menu > Vendors > Vendor Management.

2. Set Up a New Vendor

• Click Setup New Vendor in the top-right corner.
  

3. Enter the Firm Name

• Begin typing the Firm Name. If the firm name does not appear, it needs to be added to Brightflag's global list. Click Please set up a new firm, then provide:
  • The firm’s full legal name.
  • The main point of contact’s email.
  Once submitted, Brightflag will notify you when the firm is added, and you can proceed.

4. Select the Firm Name

• Once the firm is added, you can select the Firm Name from the dropdown list.
  

5. Enter a Vendor Reference

• Enter a Vendor Ref – a unique identifier for your company to track vendors (optional: this can match the reference in your AP system).
  

6. (Optional) Add a Custom Vendor Name

• You can add a Custom Vendor Name if needed.

7. Complete the Vendor Setup

• Click Setup New Vendor to complete the process.

8. Add Vendor Offices

• After setting up the vendor, add their offices:
  • Click Offices beside the newly created vendor.
  • Enter an office name (typically the city or country where the office is located).

⚠️ Note: Vendors must have at least one office set up before they can be added to matters.

Adding Vendor Users to Brightflag

After creating a vendor, you can add vendor users (e.g., law firm employees) to the Brightflag Law Firm Portal. These users can upload invoices, create matters, submit accruals, and more. Typically, vendor users include lead outside counsel.

If you're uploading invoices on behalf of a vendor, you still need to add the vendor and their office, but you do not need to add vendor users.

👉 For details on adding vendor users, see Adding Vendor Users.

Additional Notes

• Important Tip: If the vendor is not listed, always ensure you have correctly entered the firm’s full legal name and contact information to avoid delays.
• Tip: Offices are often named after the city or country where they are based for easy identification.

Keywords

Vendor, Vendor Management, Add Vendor, Law Firm, Upload Invoices, Brightflag Law Firm Portal, Vendor Setup.