This glossary defines the key terms and fields you’ll encounter when creating, viewing, or managing a Matter in Brightflag.
Matter Fields Explained
Matter Name
The name of the legal project or case.
Matter Reference
A unique reference number/ID assigned to this matter.
Customer Matter ID
An additional reference number/ID for tracking purposes.
Matter Category
The type of legal work this matter relates to.
Currency
The currency in which Matter Overview spending is displayed. (This does not affect the currency of submitted invoices.)
Entity
The legal entity of your company related to this matter.
Budget
The overall cost budgeted for this matter.
Department
The function/department that initiated the matter. (Usage may vary by company.)
Internal Matter Lead
The lead in-house attorney managing this matter.
Country
The location where this matter takes place. (Often aligns with the vendor office, but not always.)
Lead Outside Counsel
The lead attorney from the vendor managing the case.
Matter Tabs Explained
Summary
Default tab showing key matter insights.
Matter Details
Displays core & custom matter fields, templates, and participants.
Notes
A collaborative space for internal notes.
Reports
Matter analytics, timelines, and resourcing breakdowns.
Invoices
Lists all invoices submitted for the matter.
Financial Data
Compares matter spend vs. accruals.
Allocations
View and add allocations related to the matter.
Purchase Orders
View and add purchase orders related to the matter.
Vendors
Lists vendors assigned to the matter.
Budgets
View and manage matter budgets.
Emails & Files
Store and access documents & communications related to the matter.
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