Finding/ Searching for Matters in Brightflag Finding/ Searching for Matters in Brightflag

Finding/ Searching for Matters in Brightflag

The matters you can access in Brightflag depend on your user permissions. If you cannot find a matter, it may be due to your access level, incorrect search criteria, or the matter not being created in Brightflag.


How to Search for a Matter in Brightflag

Step Action
1. Navigate to Matter Search Menu > Matter Management > Search/Add Matters
2. Run a General Search Click Search with no filters selected to display all matters you have access to.
3. Adjust the Status Filter By default, the Status filter is set to Open only. Change it to All if needed.
4. Apply Additional Filters Use filters such as Vendor, Practice Area, Matter Type, or Date Range to refine your search.
5. Search by Matter Name or Reference Enter a Matter Name or Matter Reference in the Search Bar.
6. Click Search After entering filters or search terms, click Search to update the displayed results.
7. Select the Matter Once you find the matter, click on the Matter Name to open the summary page.

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📌 Note: If the above steps do not return results, it may mean:

  • The matter does not exist in Brightflag (open or closed)
  • The matter filters are incorrect or the matter information has changed
  • Your user access does not include the matter

Troubleshooting: What to Do If You Can’t Find a Matter

🔎 If you can’t locate a matter, try the following:
✅ Double-check your Matter Reference format
✅ Ensure the Status Filter is set to All (not just Open)
✅ Contact your company’s Brightflag System Administrator to confirm if you have access
✅ If the matter is missing, it may need to be created. Refer to: Creating a Matter