How do I create a Client Workroom?


On the Brightflag Workspace Workroom Overiew page, select at the top right of the page. This opens the New Workroom creation window.

Step 1 - Select Template.  Choose a relevant template (US Corp, US LLC, Non-US Corp) 

Step 2 - Connect Records.  Select Don't connect records option 

Step 3 - Add Details.  Assign client and provide workroom name.

  • Add Client. Begin typing Client name or number to see list. Select the appropriate client.
  • Enter workroom name. *Required Format* = "Client Name". Client Number, Matter Number, Other identifier, Description:  These are optional fields that can be ignored. 
  • IMPORTANT REQUIREMENT - Check the box next to Make this a Records Workroom  

Once you have finished entering Workroom details, select at the top right corner of the page and you will be taken to the new client workroom.


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