Client Help Center Client Help Center

Managing Matters

How to Close a Matter
Once the work on a matter has been completed you should go into Brightfl...
How to edit a matter
   Go to Menu > Matter management > Search/Add matter  Search for th...
Finding a Matter
The matters that you can see on Brightflag will vary depending on your a...
Adding/Editing Custom Matter Fields
Outside of the standard Brightflag matter fields, you may want to track ...
Reviewing Matter Requests
One way matters can be open in the Brightflag portal is through a vendor...
Controlling Accessibility to Matter Fields
Whether it be a standard matter field or a custom matter field, the visi...
Creating Matters in Bulk
Creating matters in bulk saves you time when you have many matters that ...
Updating Matters in Bulk
Updating matters in-bulk saves you time when several matters need the sa...
Viewing & Editing Matter Details
Within the matter overview page, you can view and edit matter details at...
Matter Fields Explained
When viewing or creating a matter, you may not be familiar with the term...
Changing the Internal Matter Lead or Matter Participants
This article will explain how to view or change the internal matter lead...