The Brightflag Legal Operations Dashboard provides Admin users with centralized visibility into key financial and operational metrics, including Invoices to Review, Blocked Invoices, Timekeeper Rates, and Accruals Not Submitted. This dashboard updates every hour, so recent activity less than one hour old may not appear until the next update.
🔍 How to Access the Legal Operations Dashboard
1️⃣ Navigate to the Dashboard
- Go to Menu > Dashboard
- The dashboard includes the following tabs:
- Invoices to Review
- Blocked Invoices
- Timekeeper Rates
- Accruals Not Submitted
2️⃣ Export Reports
- Each tab can be exported as a report for further analysis.
📌 Invoices to Review
This tab displays a sortable list of all pending invoices requiring review. The tab header indicates the total number of invoices pending action.
Key Columns:
✔ Invoice No
✔ Vendor
✔ Matter
✔ Current Reviewer
✔ Days Pending
✔ Amount
Actions:
🔹 Click on any row to open the Invoice Analysis page.
🔹 Click the Expand icon (📂) to access the full invoice list.
🚨 Blocked Invoices
The Blocked Invoices tab lists all invoices currently blocked due to missing details or AP errors.
Key Columns:
✔ Invoice No
✔ Awaiting Details
✔ API Error
✔ Vendor –
✔ Matter
✔ Days Pending
✔ Amount
Actions:
🔹 Click the Orange icon (🔶) to view missing details.
🔹 Click the Green Message icon (📩) to view API errors.
🔹 Click Copy Error to copy the API error message.
🔹 Click on any row to open the Invoice Analysis page.
⏳ Timekeeper Rates
This tab displays pending Timekeeper Rate requests that require approval. The tab header shows the total number of pending requests.
Actions:
🔹 Click on the tab to navigate to the Timekeeper Rate Review Page.
🔹 Review and approve requests individually or in bulk.
📊 Accruals Not Submitted
The Accruals Not Submitted tab provides an overview of all outstanding accruals for the current month. This helps ensure all law firms submit accruals before the deadline.
Actions:
🔹 Click the Expand (📂) icon to access the full Accruals Review Page.
📌 Key Notes for Admins:
✔ Dashboard Updates Every Hour – Recent changes may take up to one hour to appear.
✔ Exporting Data – Reports can be exported from each tab for further review.
✔ Admin-Only Features – Only Admin users can view and approve blocked invoices, timekeeper rates, and accruals.
✔ Invoice Review Responsibility – Pending invoices will only appear for users assigned as reviewers.