How to Add a Colleague to a Matter in Brightflag

❓ Who Can Be Added to a Matter?

• ✔ Standard Users at your firm

• ❌ Users without a Brightflag account

• ❌ Users outside your firm

📌 If you are not a Vendor Admin or Vendor Office Admin, you’ll need to contact your firm’s Admin for help.

➕ Steps to Add a Colleague to a Matter

1️⃣ Go to Menu > Matters > View Matters

2️⃣ Locate the relevant Matter and click the Matter Reference

3️⃣ In the Matter Details tab, click the ➕ (plus) icon next to Law Firm Matter Assignees

4️⃣ Start typing your colleague’s name and select it from the list

5️⃣ Click the ✔️ (green tick) to confirm