Client Users
Clients that use Brightflag to manage their Vendors/Law Firms and legal operations.
Getting Started
Invoices
- Converting invoice currencies (Client App)
- How to download the Invoice Summary (Client App)
- How to download an Excel version of an Invoice (Client App)
- How to download the Invoice PDF (Client App)
- Finding an Invoice (Client App)
- Submit / Upload a PDF Invoice on Behalf of a Vendor/Law Firm: for Brightflag Customers (Clients)
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Matters
Reporting
- Running a report in report builder (Clients)
- Matter Spend v. Budget Report (Clients)
- Saving a Report: For Brightflag Customers (Clients)
- Making a Report Public (New Report Builder): for Brightflag Customers (Clients)
- Sharing a Report (New Report Builder): for Brightflag Customers (Clients)
- Report Builder fields Glossary
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Budgets
- Matter Budget Fiscal Year Overrun - Invoice Review Flag: (Clients)
- Using the Matter Budgets API
- Configuring the date type for budgeting: for Brightflag Customer (Clients)
- Overview of Budgeting & FAQs: for Brightflag Customers (Clients)
- Creating and Viewing Phased Budgets: for Brightflag Customers (Clients)
- Creating and Viewing Periodic Budgets: for Brightflag Customers (Clients)
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Vendor Management
- Timekeepers compared to Vendor Users - FAQ (Clients)
- Adding Billing Details to Vendor: (Clients)
- Assigning Custom Names to Vendors: for Customers (Clients)
- Adding Preferred Counsel Identifiers to your Vendors & Reporting on them: for Brightflag Customers (Clients)
- Changing a Vendor User's Access Level / Role: for Brightflag Customers (Clients)
- Configuring Volume Trade Discounts: for Brightflag Customers (Clients)
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Timekeeper Rates
Accruals
Entity & Department Settings
Legal Operations Dashboard
Accounts Payable
- Checking AP Api Log (Clients)
- Overview of Accounts Payable Configuration Options: for Brightflag Customers (Clients)
- Configuring AP Routes: for Brightflag Customers (Clients)
- Adding Vendor Paysites: for Brightflag Customers (Clients)
- Configuring Tax Codes & Rates: for Brightflag Customers (Clients)
- AP Email Integration Explained: for Brightflag Customers (Clients)
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