There are two ways to add a vendor, depending on whether the firm already exists in Brightflag’s Global Vendor List.

What is the Global Vendor List?

Brightflag maintains a shared list of law firms and vendors.

If a firm already exists in this list, you can simply add it to your account.
If it does not exist, you must request Brightflag to add it first.

Step 1: Check if the Vendor Exists

1. Go to Menu → Vendors → Vendor Management

2. Click Set Up New Vendor

3. Start typing the firm’s name in the Firm Name field

What Happens Next?

Step 2A: Add an Existing Vendor

If the vendor appears in the dropdown:

1. Select the firm name

2. Enter a Vendor Reference

   • Must be unique (can only be used once)

   • This field is required

   • If you do not have an internal reference, enter the vendor’s name

3. Enter a Custom Vendor Name (optional)

4. Click Set Up New Vendor

The vendor is now added to your account.

Step 2B: Request Brightflag to Add a New Vendor

If the vendor does not appear:

1. Click Please Set Up a New Firm

2. Enter:

   • The firm’s full legal name

   • A main contact email
     (This user will not be contacted — this is for validation only)

3. Submit the request

Brightflag Support will:

• Validate the firm

• Add it to the Global Vendor List

• Email you once complete

After confirmation, repeat Step 2A to add the vendor to your account.

Final Setup Required

After the vendor has been added, you must:

• Add at least one Vendor Office

• Add Vendor Users

⚠️ A vendor must have at least one office before they can be assigned to matters.