Matter groups allow users to link together related matters into distinct categories that can be reported on at a later stage.
Matter Groups require manual updating, meaning each existing matter needs to be added to a group manually. Any user, regardless of permission level, can add a matter to a matter group.
To streamline the process, you can use the bulk update feature from the matters search page if needed.
Matter groups also allow for cost center budgets to be created, showing the summed-up spend for the group in the platform.
Creating a Matter Group
Matter groups can only be created by client users with an Admin Role.
For steps on how to create a matter group please refer to this article: Creating a Matter Group (Client Article)
Viewing and Reporting on Matter Groups
Admin users can also view matter groups within matter management:
On that page, you can see all of the matter groups for your organization. This page will also show you total spend amount (for all time) for all of the matters in that group:
If you want to see additional details, you can click on a specific matter group. This will take you to a page showing you the total spend details for each matter in the group:
You can also click on the Financial Data tab to see a breakdown of spend by month according to the invoice date:
Matter groups are also reportable in the All Matters and the Matters Spend reports in Report Builder.
FAQ
Q: Does Brightflag support parent/child matters?
A: No, but you can accomplish the same thing with a matter group. Since invoices should be submitted at the most granular level that you would want to report on, we recommend setting up all of your “child” matters as active matters in Brightflag. Then, for the “parent” matter, create a matter group that allows you to report on spend at the group level.
Q: Can any user create a matter group or add a matter to a matter group?
A: Only Admin users can create or edit matter groups. However, any user can add a matter to an existing matter group.
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