Add or Change a Firm Matter Reference

A Firm Matter Reference is an internal reference used by your law firm.
This is not the Brightflag Matter ID or Client Matter ID.

📌 Your ability to edit this field depends on client settings.

✏️ Steps to Add or Change a Firm Matter Reference

1️⃣ Go to Menu > Matters > View Matters
2️⃣ Use search filters to locate the Matter
3️⃣ Click the Matter Name to open the Matter details
4️⃣ If enabled, click the Firm Matter Reference field
5️⃣ Enter the new reference and click the ✔️ to save

🚨 Important Notes

• If the field is not editable, your client must enable it

• Brightflag Support cannot edit Matter references

• Changes apply only to your firm’s internal tracking