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  1. Brightflag
  2. Matters

Matters

Advanced Matter Management (AMM)

What Is Advanced Matter Management?
Is Advanced Matter Management Available to All Customers?
Home Page - Advanced Matter Management
Matter Events - Advanced Matter Management
Matter Tasks - Advanced Matter Management
Matter Updates – Advanced Matter Management
See all 9 articles

Matters - Overview

What Is a Matter in Brightflag?
Finding a Matter and Viewing Its Invoices in Brightflag
Matter Terms Glossary
How to Compare Matters

Matters - Creation

How Matter Creation Works in Brightflag (Start Here)
How to Create a Single Matter (Internal – No Approval Required)
How to Create Matters in Bulk (Internal – No Approval Required)
Submitting an Internal Matter Request (Approval Required)
Reviewing Matter Requests (For Approvers)

Matters - Vendor Management

How to Add a Vendor to a Matter
Why can't my vendor find a matter?
Firm Matter Reference

Matters - Management

How to Edit a Matter
How to Close/Reopen a Matter in Brightflag
Can I Delete a Matter in Brightflag?
Updating Matters in Bulk
How to Change the Internal Matter Lead (IML) on a Matter
How to Add a Lead Outside Counsel to a Matter
See all 7 articles

Matter Fields, Matter Templates, Matter Roles

Matter Templates
Managing Matter Roles
Assigning Roles to Matter Participants
Controlling Accessibility to Matter Fields
Adding/Editing Custom Matter Fields

Purchase Orders & Financial Management

How to Set Allocations on a Matter - Individually
How to Set Allocations on a Matter - In Bulk
Purchase Orders in Brightflag (Overview)
Multi-Line Purchase Orders
Vendor Guide to Purchase Orders
How to Add, Edit, or Remove a Purchase Order
See all 8 articles

Files, Emails & Activity Tracking

What is the Matter Activity Log?
Adding Notes to a Matter
Adding Files and Emails to a Matter
How To View Emails & Files on a Matter

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