Outside Counsel Engagement

This solution provides a secure workspace to collect and store tasks and materials relevant to the engagement of outside counsel. Use the template to create a workroom for each law firm engaged, then invite the firm to upload required materials relating to counsel guidelines, security, diversity, innovation, and performance reviews.


1  Select and customize  

For each firm you work with, create a new workroom from a solution template. When you select New Workroom, you'll see your template choices in the first step.

Note: Solutions for Outside Counsel Coordination are tailored for different types of litigation, such as patent or employment related cases. Browse or search for the one that works best for your case.

Customize the template by naming it after the case, such as "XYZ Law Firm Engagement."


2  Invite outside counsel 

After you create the workroom, click Invite People and follow the steps to invite colleagues at your company who are involved in coordinating with the firm.

Then, invite the outside counsel responsible for coordinating with your business. You can invite them in the Editor role, which is the default. 

Important: Be sure to check the box to confirm that you want them to see the tasks added from the template.

They will be able to invite colleagues from their firm to the workroom if they are on the same business email domain. 

There is no charge for their use of Brightflag Workspace. When invited, they also will be offered free training and support.


3  Instruct counsel  

Provide counsel with your instructions for maintaining the case in Brightflag Workspace, including:

  • Ask counsel to customize the list of task events relevant billing and security policies.
  • Ask counsel to upload documents or other materials to the appropriate task when it requires your review, approval or awareness; and to make you a follower of the task, or use the @ symbol to mention you, so that you will receive an email of needed action.
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