Matter Groups (Clients)

Brightflag supports the creation of matter groups as a way to link together related matters for reporting purposes. 


Creating a Matter Group


Matter groups can be created by all Brightflag Administrators.


To create a matter group, go to Admin settings:



To create a new matter group, click on "Add Matter Group":



Once you have named your matter group, select the option to "Manage Group."Screen_Shot_2022-05-19_at_4.06.19_PM.png 
You can add matters to a matter group either here or on the matter details page (if you are an Admin user):



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:




You can also report on matter groups in the All Matters and the Matters Spend reports in Report Builder.





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 the active matters in Brightflag. Then, for the “parent” matter, you can create a matter group that will allow you to report on matter spend at the group level. 


Q: Can any user create a matter group or add a matter to a matter group?


A: Right now, only Admin users can create or edit matter groups.

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