How to Create or Request a Matter

Your ability to create or request a Matter depends on what your client has enabled in Brightflag.

🅰️ If You See Add Matter

You can create a Matter directly.

Steps:

1. Go to Menu > Matters > View Matters
2. Click Add Matter
3. Complete all required fields (highlighted in pink)
4. Click Add Matter to save

📌 If you’re unsure what a field means, contact your client before submitting.

🅱️ If You See Request Matter

You must submit a request for client approval.

Steps:

1. Go to Menu > Matters > View Matters
2. Click Request Matter
3. Complete all required fields (highlighted in pink)
4. Click Request Matter to submit

What happens next:

• Your client reviews the request
• You receive an email confirming approval or rejection
• Approved Matters appear automatically in your Matter list

💡 Tip: If you're unsure about what each matter field means, refer to this article: What do the Matter fields mean in Brightflag

🚫 If You See Neither Option

This means your client does not allow vendors to create or request Matters.

✔ Contact your client directly and ask them to create the Matter and share it with your firm.