Collecting insights from your company's matter leads on the efficacy of a matter is a crucial step in strategically planning matter allocation to your vendors/law firms. When your matter leads have scored the vendor's performance at the end of a matter, you can report on those results.
To report on matter scoring:
- Navigate to Menu > Vendors > Vendor Performance. (If you don't have access to this menu option, your company's Brightflag admin will).
- You can now view the reports with their default configuration. Click Export Report to download a copy of what you see.
- To view reports on certain vendors, use the search bar.
- If you would like to sort the vendors from highest rating to lowest, select the Survey Category and the vendors will sort by the chosen category.