How do I request a Matter in Brightflag

The ability to create or request matters is controlled by your client's settings. If you don't have the option to create or request a matter, contact your client and ask them to open the matter and share it with you.

How to Request a Matter

1. Navigate to Menu > Matters > View Matters.

2. Click the Request Matter button in the top right corner.

3. Complete the required fields in the matter request form.

   • Required fields are highlighted in pink.

   • To find out more about what each matter field means: What do the Matter fields mean in Brightflag

4. Click Request Matter to send the request to your client for approval.

Once your client has approved or rejected your request, you'll receive an email notification, and the matter will be visible on the Matters page.

Important Notes

• 📧 Internal Matter Lead: This must be the user’s email address.
  ✋ If you enter the person’s name instead of their email, your Matter Request will fail and result in an error.

• Once your client has approved or rejected your request, you'll receive an email notification, and the matter will appear on the Matters page.

• ❓ If you're unsure about any of the Matter details you need to enter, reach out to your client directly. They can provide the correct information to ensure the Matter is set up accurately.