Step 1: Check if the Vendor is Already in Brightflag’s Global List of Available Vendors
Before proceeding, confirm whether the vendor is already in Brightflag’s global vendor list:
Navigate to Vendor Management
- Go to: Menu > Vendors > Vendor Management
- Click: "Set Up New Vendor"
Search for the Vendor
- In the Firm Name field, begin typing the vendor’s name.
Determine Next Steps:
| If the Vendor Appears | If the Vendor Does Not Appear |
|---|---|
| ✅ The vendor is already in the global list. | ❌ The vendor is not in Brightflag’s global list and must be added. |
| 👉 Proceed to Step 2A: Add the Vendor to Your Account. | 👉 Proceed to Step 2B: Request Brightflag to Add the Vendor. |
Step 2A: Add the Vendor to Your Account (If Already in the Global List)
If the vendor appears in the Firm Name dropdown, follow these steps to add them to your Vendor Account:
1. Select the Firm Name
✔ Click on the vendor’s name from the list.
2. Enter a Vendor Reference
✔ Add a Vendor Reference – a unique identifier for tracking vendors.
✔ This can match your AP system reference if applicable.
3. Add a Custom Vendor Name
✔ Enter a Custom Vendor Name, if needed.
4. Complete the Vendor Setup
✔ Click Setup New Vendor.
✔ Add Vendor Offices and Vendor users to finalize the process.
Step 2B: Request Brightflag to Add the Vendor (If Not in the Global List)
If the vendor is not listed in Brightflag’s global vendor list, you must request Brightflag Support to add them.
Click "Please Set Up a New Firm"
✔ This option appears when the firm is not found in the dropdown.
2. Provide the Required Details
✔ Firm’s full legal name
✔ Main point of contact’s email (required to verify that the firm does not already exist in Brightflag).
3. Wait for Brightflag Support Validation
✔ Brightflag Support will verify the firm and add it to the global list.
✔ You will receive a confirmation email when the vendor has been added.
4. Once Approved, Follow Step 2A
✔ After confirmation, repeat Step 2A to add the vendor to your Vendor List.
Next Steps: Completing Vendor Setup
Once the vendor has been added to the global list and set up in your Brightflag account, you will need to:
- Add Vendor Offices – Vendors must have at least one office before they can be assigned to matters. 👉 Follow this guide.
- Add Vendor Users – Vendor users can be added. 👉 Follow this guide.
Need Help?
If you experience any issues with vendor setup or validation, submit a request to Brightflag Support.