If you need to locate a matter in Brightflag, follow these steps to quickly find and access the relevant details.
📌 Steps to Search for a Matter
1️⃣ Navigate to the Matters Page
- Go to Menu > Matters > View Matters
2️⃣ Apply Search Filters
- Use the search bar to filter by:
✔ Matter Reference
✔ Matter Name
✔ Client Matter ID
3️⃣ Click "Search"
- Ensure you click "Search" after entering your filters.
4️⃣ Access the Matter
- Once you find the correct matter, click on the Matter Name to open the Matter Details page.
📌 Tip: If you’re having trouble finding a matter, try broadening your search filters or selecting "All Matter Statuses".
🚨 Can't Find the Matter?
If you're unable to locate the matter, refer to our Troubleshooting Guide for further assistance.
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