Overview of Admin Settings

As an Admin user, you can access all features within your company's instance. This guide summarizes the administrative features available to you.

• For more detailed information on client user roles & permissions, please visit our Roles & Permissions for Client Users article.
• If you are a Vendor (Law Firm/Legal Service Provider), please visit this guide: Roles & Permissions for Vendor Users.

⚠️ Important:
Admins have the ability to change critical configuration settings, such as user management, matter workflows, and auto invoice processing. Ensure changes are reviewed by your legal operations team or your dedicated Brightflag Customer Sucess Manager before implementing changes.

Brightflag Admin Feature Access Overview

Admin Settings (View, edit and change configuration)

⚠️ Important:
Admins have the ability to change critical configuration settings, such as user management, matter workflows, and auto invoice processing. Ensure changes are reviewed by your legal operations team before implementation.

User Management

1. Create a User
2. Add the User to a Department

💡 Brightflag Tip: The role you assign to a user determines what they can see and access on Brightflag.

Vendor Management

• Adding a Vendor and Vendor Offices
• Adding Vendor Users (Brightflag Customers)

💡 Brightflag Tip: There are three types of vendor access levels on Brightflag:

• Vendor Admin
• Vendor Office Admin
• Standard

We recommend assigning Vendor Admin access to most users so they have visibility over all vendor-related matters.

Departments

• Adding Departments
• Adding Users to a Department

💡 Brightflag Tip: A Department Overview User can view all matters/invoices assigned to that department. You don’t need to map your company’s department/sub-departments to Brightflag exactly—use a structure that suits your business needs.

Legal Entities

• Adding Legal Entities

Matter Settings

• Adding Custom Matter Fields
• Controlling Matter Field Accessibility

💡 Brightflag Tip: Custom matter fields feed into reporting, helping you track key data points across matters. Add these fields early to capture information from the start of a matter.

Allocations

• Setting Allocation Codes for Legal Spend

Custom Matter Categories

⚙️ Action Required: If the default matter categories in Brightflag don’t fit your business needs, contact the support team by Submitting a Request to customize them. Custom categories make it easier for users to select the correct matter type.

Invoice Workflows

• Building an Invoice Workflow

💡 Brightflag Tip: Setting up invoice approval workflows is essential. For your initial workflows, collaborate with your Brightflag CSM to ensure everything is configured correctly.

AP Routes

• Setting up AP Routes

💡 Brightflag Tip: Similar to invoice workflows, AP route configuration is critical. Work with your Brightflag CSM for the first few configurations before making any edits or changes.

Reporting

1. Building a Report
2. Making a Report Public
3. Sharing a Report
4. Scheduling a Report
5. Changing a Scheduled Report

💡 Brightflag Tip: Your CSM is an expert in Brightflag reporting. Reach out for advice on leveraging reports to meet your business goals.

Approving Timekeeper Rates

• Viewing Existing Timekeeper Rates
• Reviewing New Timekeeper Rate Requests