❓ Who Can Be Added to a Matter?
✔ Standard Users at your firm
❌ Users without a Brightflag account
❌ Users outside your firm
📌 If you are not a Vendor Admin or Vendor Office Admin, you’ll need to contact your firm’s Admin for help.
➕ Steps to Add a Colleague to a Matter
1️⃣ Go to Menu > Matters > View Matters
2️⃣ Locate the relevant Matter and click the Matter Reference
3️⃣ In the Matter Details tab, click the ➕ (plus) icon next to Law Firm Matter Assignees
4️⃣ Start typing your colleague’s name and select it from the list
5️⃣ Click the ✔️ (green tick) to confirm