Adding Preferred Counsel Identifiers to Vendors & Reporting on Them

As your vendor list grows, you may want to tag and track Preferred Counsel in Brightflag. This makes it easier to report on vendor performance and highlight key firms for your organization.

🔹 How to Tag a Vendor as Preferred Counsel

👤 Admins Only

1️⃣ Go to: Menu > Vendors > Vendor Management.
2️⃣ Locate the vendor you want to tag.
3️⃣ Select an entire vendor by using the checkbox next to their name.
4️⃣ To tag specific offices only:

• Click "Offices"
• Select the offices you want to mark as Preferred Counsel.

✅ Preferred Counsel status is now applied and will be visible in reporting.

🔹 How to Track Preferred Counsel Spend

📌 Preferred Counsel Spend Tile

• View Preferred Counsel spending in the dashboard tile for a quick overview.
• To enable this tile, submit a request to Brightflag Support.

📌 Using Reports & Filters

• Preferred Counsel filters are available in Report Builder.

📌 Navigating Brightflag  

• The search/add matters page, invoice search page, and invoice review page will show:
  • A filled star (⭐) next to fully preferred vendors.
  • An empty star (☆) if only some offices are preferred.