I Can’t Find a Matter in Brightflag

Use this guide if:

• You can’t find a Matter after searching, or

• A Matter doesn’t appear when you expect it to

❓ Why Can’t I Find or Select a Matter?

This issue almost always falls into one of the scenarios below. Follow the steps provided.

1️⃣ You’re Logged Into the Wrong Client or Office

What this looks like

• You know the Matter exists (or the client has confirmed it exists)

• You can’t find it anywhere in Brightflag

Why this happens

• Matters are assigned by the client to a specific office location

• If you’re logged into a different office, the Matter will not be visible

What to do

• Switch between the different offices you have access to

• Search for the Matter again in each office

2️⃣ The Matter Has Not Been Shared With You or Created Yet

What this looks like

• No results appear when you search for the Matter using the correct details

Why this happens

• The client has not shared the Matter with your firm or user, or

• The Matter has not been created yet

What to do

• Contact your client and ask them to:

  • Confirm the Matter has been created, and

  • Share the Matter with your firm

• If you are responsible for creating or requesting the Matter, follow the steps in Matter Creation & Requests 

📌 Brightflag Support cannot grant Matter access or create Matters.

3️⃣ The Matter Is Closed

Why this happens

• Closed Matters cannot accept invoices

What to do

• Contact your client and ask them to either:

  • Reopen the Matter, or

  • Create a new Matter for billing

👉 See Matter Is Closed, but I Need to Upload an Invoice

🚨 Important Notes

Brightflag Support cannot:

• Create Matters

• Share Matters

• Reopen closed Matters