Your ability to create or request a Matter depends on what your client has enabled in Brightflag.
đ °ïž If You See Add Matter
You can create a Matter directly.
Steps:
Go to Menu > Matters > View Matters
Click Add Matter
Complete all required fields (highlighted in pink)
Click Add Matter to save
đ If youâre unsure what a field means, contact your client before submitting.
đ ±ïž If You See Request Matter
You must submit a request for client approval.
Steps:
Go to Menu > Matters > View Matters
Click Request Matter
Complete all required fields (highlighted in pink)
Click Request Matter to submit
What happens next:
Your client reviews the request
You receive an email confirming approval or rejection
Approved Matters appear automatically in your Matter list
đĄ Tip: If you're unsure about what each matter field means, refer to this article: What do the Matter fields mean in Brightflag
đ« If You See Neither Option
This means your client does not allow vendors to create or request Matters.
â Contact your client directly and ask them to create the Matter and share it with your firm.