Law Firm Onboarding Guide: Getting Started on Brightflag

  • Updated

Welcome to Brightflag

Your client has gone live on Brightflag. Here’s what you need to do to get set up and start billing successfully.

If your client has not yet gone live, please refer to:
Client Go-Live on Brightflag: What to Expect


1. Access Your Account

Access to Brightflag is controlled entirely by your client.

If you did not receive an account activation email:

  • Contact your client directly

  • Ask them to add your email address as a user 

If your client confirms you have been added:

Brightflag Support cannot grant or modify access to a client account.


2. Confirm Matter Access

Once logged in, the first thing to check is whether you have access to the correct matters.

Matters in Brightflag may be:

  • Created by your client

  • Requested by you (if enabled)

  • Created directly by your firm (if enabled by the client)

Before proceeding:

  • Confirm you can see the relevant matters

  • Ensure you are logged into the correct client account

If you cannot see a matter:

Matter access is controlled by your client.


3. Submit Timekeeper Rates (For Hourly Billing)

If you submit hourly fee invoices, you must upload timekeeper rates before invoicing.

Important:

  • Timekeeper rates must be approved by your client

  • Invoices with unapproved timekeepers may be rejected

After submitting timekeeper rates:

  • Notify your client that approval is required

  • Wait until rates are approved before submitting invoices

Brightflag cannot approve timekeepers on behalf of your client.

Refer to: How to Submit Timekeeper Rates


4. Submit Invoices

Once:

  • You have matter access

  • Your timekeeper rates are approved (if applicable)

You can begin submitting invoices.

Brightflag supports:

  • LEDES (98B / 98BI V2)

  • PDF invoices

Some clients may:

  • Require LEDES only

  • Require PDF only

  • Require a specific LEDES format

  • Require both LEDES and a PDF attachment

Always confirm your client’s invoicing requirements.

Refer to:

You can submit:

  • Hourly fee invoices

  • Fixed fee invoices

A full Invoicing section is available in the Brightflag Help Center.


Billing Guidelines

It is strongly recommended that you request a copy of your client’s billing guidelines.

Brightflag compares submitted invoices against your client’s configured billing rules.

Depending on your client’s setup:

  • Invoices may be automatically rejected

  • Invoices may be flagged for manual review

Billing guidelines and enforcement are controlled entirely by your client.

Brightflag Support cannot modify or provide billing guidelines.


5. Invoice Approval & Payment

Invoices are not paid within Brightflag.

When an invoice is approved:

  • It is exported from Brightflag

  • It is sent to your client’s Accounts Payable system

If you have questions about payment status, contact your client directly.

Brightflag Support does not have visibility into payment processing.


6. Submit Accruals (If Required)

Some clients require monthly accrual submissions.

If applicable, you can submit accruals:

  • Individually

  • In bulk

Refer to the Accruals section in the Brightflag Help Center for step-by-step guidance.

Accrual requirements are set by your client.


7. Brightflag Help & Support

We recommend using the Brightflag Help Center as your first resource. It contains detailed guides for:

  • Matters

  • Timekeepers

  • Invoicing

  • Accruals

  • Account setup

If you still need assistance, contact Brightflag Support.

When submitting a request, please include:

  • Your firm name

  • The client name you are billing

  • A clear description of the issue

Providing complete details allows us to resolve your issue as quickly and effectively as possible.


Quick Setup Checklist

After your client goes live:

  • Confirm access

  • Check matter visibility

  • Upload timekeeper rates (if hourly billing)

  • Request billing guidelines

  • Submit invoices

  • Submit accruals (if required)

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