Examples: Automating Research & Insights Across Brightflag with Tonkean

Enterprise legal and procurement teams rely on Brightflag to manage matters, invoices, vendors, and budgets. However, extracting actionable insights from Brightflag’s rich data set can be a challenge, especially when information is siloed across different entities. The Search Brightflag Agent template from Tonkean solves this by orchestrating research and insights across all Brightflag modules—empowering operations professionals to deliver timely, accurate information without manual effort.

1. Centralized Research Across Brightflag Entities

Imagine a scenario where your legal operations team needs to quickly gather all invoices related to a specific matter, check the associated budget, and identify the vendors involved. Traditionally, this would require logging into Brightflag, navigating multiple modules, and manually aggregating data. With Tonkean’s automation platform and the Search Brightflag Agent, you can:

• Automate cross-entity searches—pulling data from Invoices, Matters, Matter Budgets, Vendors, and more in a single workflow.
• Deliver consolidated insights to stakeholders via email, Slack, or Microsoft Teams using Slack intake or MS Teams intake connectors.
• Reduce research time from hours to minutes, freeing your team to focus on higher-value tasks.

2. Automated Reporting for Legal & Procurement Operations

Legal and procurement operations professionals often need to provide up-to-date reports on spend, vendor performance, or matter status. The Search Brightflag Agent leverages Tonkean’s intelligent request classification to:

• Automatically generate and distribute reports on Matter Budgets, Vendor Offices, or Pay Sites based on real-time data.
• Trigger custom workflows that notify relevant teams when certain thresholds are met (e.g., budget overruns or new vendor onboarding).
• Integrate with other tools in your tech stack, such as Salesforce, Ironclad, or DocuSign, to enrich insights and automate downstream processes.

3. Streamlined Intake and Self-Service Insights

Empower your internal clients—procurement, legal, or finance—to get answers fast. Using Tonkean’s AI Front Door and intake forms, users can simply describe what they need (e.g., “Show me all matters for Vendor X with open invoices”) and the Search Brightflag Agent will:

• Parse the request using AI and route it to the appropriate Brightflag entities.
• Aggregate and present the requested data in a user-friendly format, accessible via email, chat, or a custom portal.
• Reduce dependency on legal ops or IT for routine research, improving process adoption and satisfaction.

4. Enhanced Compliance and Audit Readiness

With Tonkean’s process optimization and enterprise governance features, the Search Brightflag Agent ensures that all research and reporting activities are logged and auditable. This is critical for compliance in highly regulated industries, and supports seamless audit trails for every insight delivered.

5. Real-World Example: Vendor Performance Review

Suppose your procurement team needs to review all matters and invoices associated with a specific vendor across multiple offices. With the Search Brightflag Agent, you can:

• Initiate a search via a simple form or chat command.
• Automatically pull all relevant data from Brightflag’s Vendor, Vendor Office, Matter, and Invoice entities.
• Generate a comprehensive report, highlighting spend, open matters, and payment status—delivered instantly to your inbox or collaboration tool.

Why Tonkean?

Tonkean’s no-code platform is purpose-built for legal and procurement operations, enabling teams to automate and orchestrate complex workflows across their existing tech stack—including Brightflag—without writing a single line of code. Get started today to see how the Search Brightflag Agent can transform your research, reporting, and insights processes.