Every matter on Brightflag must have a Matter Category assigned. Brightflag’s default naming for matter categories can be changed to suit your needs.
What are the benefits of customising my matter categories?
- Help law firms identify the correct category when creating/requesting new matters.
- More intuitively named categories for reporting and dashboards.
- Match your Accounts Payable tool’s naming convention.
To enable custom matter categories:
- Reach out to your company’s Brightflag Customer Success Manager or firstname.lastname@example.org. From there, they will enable this feature and help you configure the new setup.
- Provide them with your mapping.
- For example, change Employment to HR.