How do I create a Matter in Brightflag

Micheál McArdle
Micheál McArdle
  • Updated

How to Create or Request a Matter

The ability to create or request a matter depends on 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.


Creating a Matter

Follow these steps to create a matter in the system:

1. Navigate to the Matters Section

  • Go to Menu > Matters > View Matters.

2. Add a New Matter

  • Click the Add Matter button located in the top-right corner of the screen.

3. Complete the Matter Creation Form

  • Fill out the Matter Creation Form.
    • Required fields will be highlighted in pink.
  • Click here to learn more about each matter field and what they mean.

4. Finalize the Entry

  • Once all required fields are completed, click Add Matter to save the new matter.

⚠️ Note:
If you cannot see the option to add or request a matter, this may be due to your client’s settings. Please reach out to your client to resolve this.


Troubleshooting Tips

  • Cannot see the 'Add Matter' button?
    Make sure your account has the proper permissions. If not, contact your client’s administrator to grant you access.

  • Missing Required Fields?
    Double-check that all required fields (highlighted in pink) are filled out correctly.

  • Need More Information?
    Click here to explore detailed descriptions of each matter field in the creation form.


Visual Guide to Creating a Matter

(Use this visual aid to guide you through the matter creation process.)

Caption: Example of the Matter Creation button with the required field highlighted.

mceclip1.png

Related to

Was this article helpful?

1 out of 1 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.