Brightflag's Vendor Matter Update via Email Link feature enables vendors to easily submit updates without needing to log into the law firm portal. This streamlined process reduces friction and makes collaboration more efficient.

🧩 What Is the Vendor Matter Update Feature?

Instead of emailing vendors directly to request updates, clients can now trigger automated update requests through Brightflag.

Vendors receive a single email per client, and can submit updates via a secure link in that email - no login required.

✨ Key Benefits

✅ No login required to submit updates
🔗 One-click access to update matters
📩 Receive one email per customer with updates grouped

🧑‍💼 Vendor User Types and Behaviors

The way a vendor can interact with this feature depends on their user type and Brightflag access level.

🔹 Vendor Matter Lead (Existing Brightflag User with office access)

Feature	Availability
Receives one update email per customer	✅
Updates via URL link in email	✅
Single URL to update all matters for that client	✅
Forward email to delegate update submission	✅
Direct colleague (e.g., paralegal) to update on their behalf	✅
Log into Brightflag and update via Matter Updates Tab	✅

🔹 Vendor Matter Lead (Existing Brightflag User without office access)

Feature	Availability
Receives one update email per customer	✅
Updates via URL link in email	✅
Forward email to delegate update submission	✅
Colleague can submit updates	✅
Cannot log in to post updates	🚫
Can only update via URL	✅

📌 Note: This user will not have portal access to the matter — updates must be submitted via email link.

🔹 Vendor Matter Lead (Not a Brightflag User)

Feature	Availability
Receives one update email per customer	✅
Updates via URL link in email	✅
Forward email or delegate update task	✅
May become a Brightflag user	✅ (after account setup)
Requires provisioning to access portal features	✅

⚠️ Caution: These users cannot log in to Brightflag until they complete account setup and are provisioned access.

🔹 Vendor Admin User

Capability	Description
View past vendor matter updates	✅
View customer matter updates	🚫
Create matter updates via Matter Updates Tab	✅

💡 How the Update Page Works

Each URL leads to a central page where the vendor can:
- View all matters requiring updates from a customer
- Post individual updates
- Select different customers if multiple clients sent requests

📩 What If the Vendor Doesn’t Respond?

❓Question: What happens if the internal or vendor matter lead doesn't respond?

If they don’t reply, no action is taken. They will receive the next scheduled automated update request (weekly, monthly, or quarterly, depending on the client's Matter Update Request Schedule).

📧 How do I delegate a colleague to post the update on my behalf?

Simply forward the update request email to your colleague, and they can use the link in the email to post the update on your behalf.

🚫 Is This Feature Available to All Customers?

⚠️ Important: No, this feature is part of the Brightflag Matter Management module.

💻 Can You Log Into Brightflag and Post Updates to the Matter Directly?

Yes! Log in to Brightflag and locate the matter where you'd like to post an update: How Do I Find a Matter in Brightflag?

Open the matter and click on the Updates tab:

Click on the text field to add the update, and then click + Post Update to submit it.

Vendor Matter Updates - Matter Management Module