Bulk Reviewing Budget Requests

Managing multiple vendor-submitted budget requests? Brightflag lets you review and approve/reject them in bulk, making the process faster and more efficient.

📍 Accessing Bulk Budget Requests

1. Ensure the Budget Review Feature is Enabled:

   • Navigate to Menu > Matters > Matter Budgets
   • If you don’t see this option, contact Brightflag Support or your Customer Success Manager

2. Filter for Specific Budget Requests:

   • Use the search filters to locate specific matters
   • Click the dropdown arrow under Budget Info to expand details

✅ Approving Budget Requests in Bulk

1. Select the relevant matter budgets using the checkboxes on the left.
2. Click Bulk Approve in the top right.
3. The approved budgets are now applied to the matter.
4. You can edit the matter budget later without vendor involvement.

❌ Rejecting Budget Requests in Bulk

1. Select the matter budgets to reject using the checkboxes.
2. Click Bulk Reject in the top right.
3. Enter a rejection comment explaining why the budget was denied.
4. The vendor will receive an email notification with your reason.

📌 Rejected budget requests will be logged:

• Under the Budget Review page (filter to "Rejected" budgets).
• In the Budget Request page of the Brightflag Law Firm Portal.
• In an email notification to the vendor.

💡 Frequently Asked Questions

📌 Can I edit a budget after approval?

Yes! You can update the matter budget anytime, without needing vendor approval.

📧 What happens if I reject a budget?

Vendors receive an email with your rejection reason, so they can submit a revised request.

📑 Where can I see previously approved budgets?

All prior approved budget requests are retained, unless their time periods overlap with a new request.