How to Manage a Law Firm Merger on Brightflag

When your firm merges with another, it’s critical to follow the correct steps in Brightflag to ensure a smooth transition and maintain accurate historical records. This guide outlines the process for setting up a new post-merger vendor profile and how to manage legacy firm accounts.

✅ Pre-Merger Checklist

To ensure proper setup, the primary point of contact (POC) responsible for the merger should complete the following steps:

1. Gain Access

Ensure the primary POC has access to all Brightflag vendor accounts involved in the merger. This will help coordinate data, users, and client engagements.

2. Request a New Post-Merger Vendor Law Firm

To maintain the accuracy of all historical invoices and data, we cannot update the legal name of an existing legal vendor firm. The pre-merger firm(s) will remain visible in Brightflag to preserve the legal integrity of all activity carried out under those entities.

Instead, submit a request to Brightflag Support to create a new legal vendor account for the merged firm.

👉 Submit a Request to Support

When submitting your request, please include:

• ✍️ Written confirmation of the new legal entity from a Partner, Chairperson, or CEO
• 📅 The official date the merger took place
• 🏢 The full name of the new legal entity, including the trading name (if applicable)

Note: Brightflag Support can add your firm to the global list of available firms for clients to select. However, you are still responsible for contacting each client directly to ensure they add your new firm to their account. Brightflag Support cannot take this action on your behalf

3. Notify Your Clients

Inform each of your clients that your firm has merged and request that they add the new legal vendor to their Brightflag account.

4. Reconfigure for Each Client

• Add all Timekeepers to the new post-merger firm profile
• Confirm access to all active Matters with each client under the new vendor account

5. Update User Access & Billing

• 🔐 Disable access to the old (pre-merger) accounts for non-essential users
• 🔓 Grant access to all users under the new vendor profile
• 📣 Notify your internal teams of the change
• 🧾 Ensure all future invoices are submitted under the new post-merger entity

🗃️ What Happens to Pre-Merger Firm Accounts?

All legacy firm accounts will remain active and visible in Brightflag.

This is a legal requirement: Historical invoices must reflect the legal entity that submitted them at the time of billing.

We recommend the primary POC retain access to the legacy profiles to maintain visibility over past billing activity.

🔍 Important Notes

• Brightflag does not merge vendor accounts into a single profile.
• Each firm profile remains separate and must be managed independently.
• These procedures are standard practice and should be planned for as an operational requirement of the merger.
• Brightflag Support cannot complete these actions on your behalf. Your firm must coordinate internally and with your clients to implement the necessary updates.