Brightflag

Use this guide if you already expect to have access to a Matter and simply need help locating it.

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Navigate to Menu &gt; Matters &gt; View Matters

- Navigate to Menu &gt; Matters &gt; View Matters

You can search using any of the following:

- Matter Reference
- Matter Name
- Client Matter ID
- Matter Category 
- Matter Status
- Matter Entity
- Client Matter Lead

Make sure you click Search after entering your criteria

- Make sure you click Search after entering your criteria
- Results will not appear until you do

Click the Matter Name to open the Matter details page

- Click the Matter Name to open the Matter details page

If you’ve followed the steps above and still can’t find the Matter

👉 See <a href="https://vendorhelp.brightflag.com/hc/en-us/articles/20433230107805-I-can-t-find-the-Matter-I-m-looking-for">I Can’t Find a Matter in Brightflag</a> for troubleshooting.

How Do I Find a Matter in Brightflag?

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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How Do I Find a Matter in Brightflag?

📌 Steps to Search for a Matter

1️⃣ Go to the Matters Page

2️⃣ Use Search Filters

3️⃣ Click Search

4️⃣ Open the Matter

🚨 Still Can’t Find the Matter?