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.
🔍 How to Access the Legal Operations Dashboard
1️⃣ Navigate to the Dashboard
- Go to Menu > Dashboard
- The dashboard includes the following tabs:
- Spend
- Invoices
- Blocked Invoices
- Matter Requests
- TK Rates
- Accruals
📌 Spend
The Brightflag Spend Overview Dashboard provides real-time insights into your legal spend. Access is available to:
✔ Administrators
✔ Overview Users
✔ Department Overview Users
Read more here: https://help.brightflag.com/hc/en-us/articles/360002529498-Spend-Overview-Dashboard
📌 Invoices
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.
📌 Matter Requests
🔹 Click on the tab to navigate to the a list of Matter Requests pending review.
⏳ Timekeeper Rates
Actions:
🔹 Click on the tab to navigate to the Timekeeper Rate Review Page.
🔹 Review and approve requests individually or in bulk.
📊 Accruals
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:
✔ 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.