Legal Operations Dashboard

The Brightflag Legal Operations Dashboard offers legal ops administrators centralized visibility into Invoices To Review, Blocked Invoices, and Timekeeper Rates. You also can export each tab on the dashboard into a report.

This dashboard updates every hour, so recent activity <1hr may not show until the next hourly update.

To Navigate to Legal Operations Dashboard:

Go to Menu > Dashboard
You will have access to three areas: Invoices to Review, Blocked Invoices, and Timekeepers.

Invoices To Review

A sortable list of all pending invoices. The header of this tab indicates the number of invoices that require review. These invoices are displayed in the dashboard.

This tab gives you an overview of the following columns:

Invoice No. - Invoice number.
Vendor - Vendor name.
Matter – Matter name.
Current Reviewer – Name of the current reviewer.
Days Pending – Number of days pending.
Amount – Invoice amount.

Click anywhere in the row to open the invoice detail page to view any invoice.

Note: To view all invoices (not just pending review), click on the icon to bring you to the Invoices page.

For more information on reviewing invoices, please see this help article: Reviewing an Invoice.

Blocked Invoices

This tab lists all blocked invoices, showing AP error details and awaited information. The information displayed in this tab is:

Invoice No. - Invoice number.
Awaiting Details - Indicates if the invoice is awaiting any details.
- Click on the orange icon to view the details that are awaiting.
API Error - A green message icon displays if there is an API error to view for this invoice.
- Click the icon to view the message.
- To copy the error message, click Copy Error.
Vendor - Vendor name.
Matter - Matter name.
Days Pending - The number of days pending.
Amount – Invoice amount.

Click anywhere in the row to open the invoice detail page to view any invoice.

Note: To view all invoices (not just pending review), click on the icon to bring you to the Invoices page.

For more information on checking API logs, please see this help article: Checking AP API Logs.

Timekeeper Rates

The tab header indicates the number of Timekeeper rate requests that require review - the screenshot below shows 1 Timekeeper Rate Request pending approval.

Clicking on this tab will bring you to the Timekeeper Rate Review page, where you can review each request individually or in bulk.

For more information, please see our help article: Reviewing New Timekeeper Rate Requests.

Accruals Not Submitted

The Accruals Not Submitted tab shows all accruals for the current month that are yet to be submitted by your law firms. As you get closer to your accrual deadline, this gives you greater visibility on all accruals that require action.

You can click on the expand icon on the tab to go the detail accruals review page.