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Brightflag
Matters
Matters
Integrations
Using the Brightflag-Outlook Add-in
Installing Brightflag Outlook Add-ins
Advanced Matter Features
Matter Updates: Overview
Matter Templates Explained
Setting Allocations on a Matter
Reporting and Analysis
How to Report on Matter Groups
How to Compare Matters
Matter Workrooms
Matters and Workrooms FAQs
Who can access a matter’s workroom?
How do I access a workroom’s related matter?
How to Access a Matter's Workroom
Vendor and Participant Management
How to assign a vendor & vendor users to a matter
How to Exclude a Volume Trade Discount from a Vendor/ Matter
Why can't my vendor find a matter?
Adding Vendors, Vendor Offices & Vendor Users to a Matter
Vendor/Law Firm Performance Scorecard
Purchase Orders (POs) in Matters
How To Add a Multi-Line PO to a Matter
How To Edit or Remove a Purchase order on a Matter
How to Add a Purchase order to a matter
Multi-Line Purchase Orders/PO
Adding, Editing or removing a Purchase Order (PO)
Working with Matter Data and Attachments
How to Add Files and Emails to a matter
How To View Emails & Files on a Matter
What is the Matter Activity Log?
Viewing all Invoices in a Matter
Adding Notes to a Matter
Storing Documents in a Matter
Managing Matters
How to Close a Matter
How to edit a matter
Finding a Matter
Adding/Editing Custom Matter Fields
Reviewing Matter Requests
Controlling Accessibility to Matter Fields
See all 11 articles