Matter is closed but I have an invoice I still need to upload to it.

You are attempting to upload an invoice to a Matter in Brightflag, but the Matter appears to be closed. This prevents you from uploading your invoice, as invoices cannot be uploaded to closed Matters.

Possible Cause:

Your client controls all settings related to Matters in Brightflag. The client may have closed the Matter for various reasons, such as the completion of the work, changes in scope, or budget limits being reached. Once a Matter is closed, it is no longer available for any further action, including the submission of invoices.

Steps to Troubleshoot & Resolve:

1. Verify the Matter Status:

   • Before taking any steps, confirm that the Matter is indeed closed. You can do this by navigating to the Matter details in Brightflag. If the Matter shows as closed or archived, it will not accept new invoices.

2. Contact Your Client:

   • Brightflag cannot modify the status of a Matter, as your client solely manages this. If you still have invoices that need to be submitted to a closed Matter, you will need to contact your client directly to resolve the issue.

   Here’s what you can ask your client:

   • Reopen the Matter: Request the client to reopen the closed Matter if further work is needed or if an outstanding invoice needs to be submitted.
   • Submit Invoices to a New Matter: If reopening the Matter is not an option, ask if they have created a new Matter where you can submit the invoices related to the same project or case.

3. Next Steps After Contacting the Client:

   • If the client agrees to reopen the Matter, you can submit the invoice once the Matter status is updated in Brightflag.
   • If the client creates a new Matter, ensure you have the correct details before uploading the invoice.
   • If a new Matter is created by your client, ensure the client adds you and your firm to the Matter in order for you to gain access to this new Matter.

Important Note:

Brightflag cannot make any changes to the status or conditions of Matters. All requests for reopening or updating a Matter must go through your client. If you are unsure who to contact within your client’s organization, please refer to the contact details provided in your client’s instructions or you can Submit a Request to Brightflag Support to request your client contact informaiton.

By following these steps, you can ensure that your invoice is submitted correctly, even if the Matter has been closed.

This guide should help law firm users of Brightflag understand the problem, troubleshoot effectively, and take the necessary actions to resolve the issue with their client.