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Matters

Requesting and Creating Matters

  • How Matter Creation & Requests Work

  • How to Create or Request a Matter

  • Bulk Matter Creation & Request Errors

  • Bulk Create or Request Matters (Spreadsheet Upload)

  • I Don’t See “Add Matter” or “Request Matter”

Matter Access, Permissions & Finding Matters

  • How Do I Find a Matter in Brightflag?

  • Can Vendors Close or Delete a Matter?

  • I Can’t Find a Matter in Brightflag

  • Matter is Closed, but I Need to Upload an Invoice

  • How to Add a Colleague to a Matter in Brightflag

  • No Matters Appear When I Click the Matter Dropdown During PDF Upload

Managing Matters in Brightflag

  • Download or Delete Matter Attachments

  • Upload Documents & Attachments to a Matter

  • Add or Change a Firm Matter Reference

Matter Fields & References

  • What Do the Matter Fields Mean in Brightflag?

  • What Is the Brightflag Matter Reference and Where Do I Find It?

  • How Do I Find a Matter ID for LEDES Files or Timekeeper Matter Rate Requests?

Matter Management Module

  • Vendor Matter Updates - Matter Management Module

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