A Matter Template is a predefined structure that groups relevant fields for specific types of Matters in Brightflag.
Templates help standardize data entry and ensure the correct fields appear for the right type of legal work.
Who Can Manage Matter Templates?
Create a Template
Only a Client Admin (your company’s Brightflag system administrator) can create new Matter Templates.
Apply or Remove a Template
Any user can apply or remove a Matter Template from a Matter.
Why Use Matter Templates?
Matter Templates help:
✅ Reduce clutter on the Matter Details page
✅ Show only relevant fields for specific Matter types
✅ Keep custom fields organized and structured
✅ Improve data consistency and reporting accuracy
How to View the Template on a Matter
Open the relevant Matter
Go to the Matter Details tab
Locate the Matter Template Name
Review the associated Template Fields displayed on the page
How to Change the Template on a Matter
Go to the Matter Details tab
Click the current Matter Template name
Select a new template from the dropdown
The fields will automatically update based on the new template
Important Notes
Changing a Matter Template may change which fields are visible.
Only a Client Admin can create new templates.
Templates help ensure structured, consistent Matter setup across your organization.
At this time, fields within a Matter Template cannot be manually reordered once the template has been created. The order of fields is determined at the time of creation, and there is no drag-and-drop or sorting functionality available to rearrange them afterward.