Client Help Center Client Help Center

Matter Creation & Management

How to Add a Lead Outside Counsel to a Matter
To ensure the Lead Outside Counsel's name appears in the dropdown menu f...
How to Reject a Matter Request
If a law firm submits a matter request you don’t need or that contains i...
What Is a Matter in Brightflag?
A matter in Brightflag is a container for legal work - like a case, proj...
Bulk Matter Updates: Does the Select All Checkbox Apply to All Pages?
Q: When performing a bulk matter update, does the "Select All" checkbox ...
Assigning Roles to Matter Participants
✔ Matter roles help define responsibilities within a matter.✔ They are u...
Managing Matter Roles
  ✔ Matter roles help define responsibilities within a matter.✔ They are...
Can I Delete a Matter in Brightflag?
Deleting a matter is not recommended and can only be done by reaching ou...
How to Create a Matter
A matter can be created by either you or your vendor, depending on your ...
Creating Matters in Bulk
Bulk-creating matters saves time when adding multiple matters at once. ...
Reviewing Matter Requests in Brightflag
📌 How to View a Matter Request 1️⃣ Navigate to the Matter Requests Page ...
Finding or Searching for Matters in Brightflag
The matters you can view in Brightflag depend on your user permissions a...
How to View All Invoices in a Matter
Overview Instead of searching for individual invoices, you can view all ...
How to Edit a Matter
You can edit a matter’s details in Brightflag if you have the correct pe...
How to Close a Matter in Brightflag
Changing the status of a matter in Brightflag from open to closed ensure...
Updating Matters in Bulk
Bulk updating matters saves time when making the same change across mult...
How to Change the Internal Matter Lead (IML) on a Matter
📌 How to Change the Internal Matter Lead (IML) Step Action 1️⃣ Fi...
Adding or Removing Matter Participants
➕ How to Add a Matter Participant Step Action 1️⃣ Open the Matter...
Matter Templates Explained
Brightflag allows a Matter Template to be applied to any Matter. 🔹 Who c...
Matter Tabs Explained
  Matter Tabs Overview Tab Name 🔹 Description Summary 🏠 Defaul...
Matter Fields Explained
When viewing or creating a matter, you may encounter specific terminolog...
Controlling Accessibility to Matter Fields
Whether it be a standard matter field or a custom matter field, the visi...
Adding/Editing Custom Matter Fields
Beyond standard Brightflag matter fields, you may need to track addition...
How to Compare Matters
Brightflag's Compare Matters function allows users to compare up to thre...
How to Report on Matter Groups
Admin users can view and report on Matter Groups through Matter Manageme...