How do I find a Matter in Brightflag

Ciara Clooney
Ciara Clooney
  • Updated

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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