Bulk Create or Request Matters (Spreadsheet Upload)

Bulk creating or requesting Matters allows you to add multiple Matters at once using a spreadsheet template.

💡 Availability depends on your client’s settings
You may be able to create Matters directly or only request Matters for approval. The options you see in Brightflag reflect what your client has enabled.

📤 Requesting Matters in Bulk (Approval Required)

Steps

1. Go to Menu > Matters > View Matters

2. Click Request Matter

3. Select Bulk Upload
   (Only visible if enabled by your client)

4. Download the spreadsheet template

   • If multiple templates are available, select the one relevant to your Matters

5. Complete all required fields exactly as shown

   • If you’re unsure what a field means, see What do the Matter fields mean in Brightflag

6. Upload your completed file:

   • Return to the Bulk Upload page

   • Click Select File, then Upload Matters

What Happens Next

• Your client reviews the request

• You receive an approval or rejection email

• Approved Matters appear automatically in your Matter list

📤 Creating Matters in Bulk (No Approval Required)

Steps

1. Go to Menu > Matters > View Matters

2. Click Add Matter

3. Select Bulk Upload
   (Only visible if enabled by your client)

4. Download the spreadsheet template

   • If multiple templates are available, select the correct one

5. Complete all required fields exactly as shown

   • Refer to What do the Matter fields mean in Brightflag if needed

6. Upload your completed file:

   • Return to the Bulk Upload page

   • Click Select File, then Upload Matters

What Happens Next

• Matters are created automatically

• They appear immediately in your Matter list

⚠️ Formatting Rules (Critical)

Failure to follow any of the rules below will cause the bulk upload to fail.

• Internal Matter Lead
  Must be a valid email address (names or titles are not accepted).

• Lead Outside Counsel (LOC)
  Must be a valid vendor user email address for a user who already has access to the Matter.

• Currency
  Must be a 3-letter ISO currency code (e.g., USD, GBP, EUR).

• Entity, Department, Matter Category, Country
  Must match the available values in Brightflag exactly.
  👉 If you’re unsure how these values are listed, contact your client before uploading.

• Date fields
  Must be formatted as Date in Excel or Google Sheets.
  (The system will automatically accept local formats such as mm/dd/yyyy or dd/mm/yyyy.)

• Customer Matter ID and Matter Reference
  Must be unique for each Matter. Duplicate values will cause the upload to fail.

• ❌ Do NOT remove, rename, reorder, or add columns
  The template structure must remain unchanged.

🚨 Important Notes

• If you do not see Bulk Upload, your client has not enabled this feature

• Brightflag Support cannot enable bulk creation or requests

• If you’re unsure what information to enter, contact your client before uploading