Unable to Request or Create a Matter (for Vendors and Law Firms)

This article is for vendors and law firms.

As a vendor, you may use Brightflag for one or multiple clients. You may notice that different clients have different configurations, meaning that functionality and permissions will vary slightly. Matters on Brightflag is one area that can be configured differently depending on client requirements. 

Matter Settings

The below settings can differ per client which changes your functionality depending on which client account you are logged in under:

• Create a new Matter: if this setting is enabled by the Client, you will have the ability to create a new matter instantly. Click here for steps on Creating a Matter.
  
  
• Request to Open a new Matter: Some Clients do not allow vendors to create a new matter but instead enable the 'Request a Matter' function for their vendors. Click here for steps on how to Request a Matter.

Who can help me?

You need to reach out to your Client if you don't see any of the above options as this means your Client has disabled both these matter functions for your law firm. Your Client can help you if you wish to:

• • Create a new matter
  • Be added to an existing matter
  • Change details to an existing matter

Why are these settings in place?

The Brightflag platform gives clients full control and visibility into their legal operations and allows customized settings tailored to client-specific needs. If your client has disabled one or more of the above settings this means they require more control of these processes.

The Brightflag Support team can't take action on behalf of a client, so any requests should be directed to your client.