If your firm merges with another firm, Brightflag cannot merge vendor accounts.

Pre-merger firm accounts must remain in place for historical reporting and legal record-keeping purposes.

A new vendor account must be created for the post-merger firm. 

Important: Vendor Accounts Are Client-Specific

Your firm does not have one global Brightflag account.

Each client creates and manages your firm’s vendor profile within their own Brightflag environment.

Because of this:

• Changes must be handled separately with each client

• There is no global update across all clients

What You Need to Do

You must coordinate directly with each of your clients.

Step 1: Contact Each Client

Inform them that your firm has merged and request that they:

• Disable access for all users under the pre-merger firm account

• Create a new vendor profile for the merged firm

• Add the required users to the new vendor profile

Provide your client with:

• A list of users who need access

• The level of access required for each user

Each client must complete this process individually.

Step 2: Set Up the New Vendor Profile

Once the new vendor account is created by your client:

Add Timekeepers

You must:

• Submit all post-merger timekeepers under the new firm profile

• Obtain client approval for those timekeepers

Timekeepers do not transfer automatically from the old firm account.

Confirm Matter Access

Ask your client to:

• Grant the new firm access to all relevant active matters

• Remove the pre-merger firm from those matters where appropriate

Matter access does not transfer automatically.

What Happens to the Old Firm Account?

The pre-merger vendor account will be disabled in Brightflag.

Brightflag Support cannot complete this process on your behalf.