How to Create a Single Matter (Internal – No Approval Required)

Use this article only if:

• You see Add Matter under
  Menu > Matter Management > Search/Add Matters

• Your organization allows direct creation

If you do NOT see “Add Matter,” stop here and see:

• Submitting an Internal Matter Request

• How Matter Creation Works in Brightflag

Step 1: Navigate to Matter Management

Go to:
Menu > Matter Management > Search/Add Matters

Step 2: Click “Add Matter”

Select Add Matter.

If prompted, choose:

• Single Matter

Step 3: Complete Required Fields

• Required fields are shaded pink/red

• All required fields must be completed

If unsure which value to select, contact your Brightflag Administrator.

Step 4: Assign Vendor Access

Select:

• Vendor Name

• Vendor Office (if applicable)

• Specific Vendor Users (optional)

You may assign multiple vendors if needed.

Step 5: Click “Create Matter”

• The matter becomes active immediately

• Assigned vendor users receive a notification