Legal Matter Management

Create an artifact for a legal matter to upload and store documents, emails, and files related to the matter.

Upload supporting documentation, such as documents, email copies, images, or any other files into the artifact while you are working on a legal matter or matter task. You can also use these artifacts as a reference material to solve similar requests in future.

Add a milestone to a legal matter to track important calendar events related to the matter.

Add a phase to a matter to track specific tasks to complete the matter.

Create a task in a legal matter or a phase of the matter that you or another user should perform to resolve the matter.

Review a legal matter or its artifact's content and approve or reject it.

As a matter owner, you can review and approve or reject matter tasks that are marked as complete by the task owners.

Review and approve or reject a matter template that is assigned to a user group of which you are a member. An approved matter template is published and is available for use when promoting legal requests to legal matters.

Assign a legal matter to yourself or to someone in the assignment group to start working on the matter.

Associate an existing legal matter with a legal request that is similar to provide helpful information in resolving the request.

Associate one or more legal requests with a legal matter to organize and resolve related requests through a single matter.

Cancel an ad hoc approval for a legal matter if it no longer requires any action.

You can cancel a matter task if it no longer requires any action.

Close a legal matter assigned to you when you complete all activities for resolving the legal matter. You can also close the matter if you find that it doesn’t need any further action.

When you finish working on an assigned matter task, mark the task as complete.

Configure the requirements to enable outside counsel engagement and matter creation in Legal Tracker.

Configure currency to be displayed in the activity stream.

Configure a callback URL for communication between the Legal Matter Management and Legal Tracker applications.

Create a legal matter template that you can apply to a legal matter when promoting from a legal request. The legal matter created using the template contains predefined data such as phases, tasks, ownership, and approvals.

Fields in the Legal Tracker Outside Counsel Engagement request form of a legal matter.

As a legal fulfiller, create an outside counsel engagement request for a matter.

Create a phase template for a matter template for resolving the matter in an organized way. When you apply a legal matter template while creating a matter, the associated phases from the template are added by default to the matter.

Create a task template within a phase template of a legal matter template. When you apply a legal matter template while creating a matter, the associated phases and tasks from the template are added by default to the matter.

Documents attached to legal matters are uploaded to the configured external storage system when the external storage option is enabled on an intake form with All or matter type selected. The access permission of these documents to various personas is controlled in real time, via a scheduled job, or on-demand.

Enable legal fulfiller to submit requests for outside counsel engagements for a matter.

Learn more about the integration through a sample workflow and review the benefits it can provide.

Initiate an ad hoc approval for a legal matter or its artifacts from a user or a user group.

You can install the Legal Matter Management application (sn_lg_matter) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.

Several types of components are installed with installation of the Legal Matter Management application, including tables, and user roles.

Legal matter templates help you standardize legal procedures​, policies, and workflows for various matter types.

The ServiceNow Legal Matter Management application enables you to complete legal requests that need cross-departmental tasking and a workflow with a mechanism to store supporting documents and track important milestones.

Legal Matter Management enables you to manage legal matters and cross-functional tasking to effectively complete legal work. You can store relevant documents and track important milestones of these legal matters from a single place.

Reference topics provide additional information about the lists and forms that you use in Legal Matter Management.

Tables specific to practice areas are installed with the Legal Matter Management application.

Disable privileged and confidential status of a legal matter.

Attorney Client Privilege enables legal fulfiller or matter owner to designate legal matters as privileged and confidential. It restricts access to authorized stakeholders, marks communications with confidentiality banners, and maintains a document audit trail to help you protect sensitive legal communications.

As a practice area lead, approve the outside counsel engagement request.

Configure the data that is required to create a matter in Legal Tracker.

Engage with outside counsel to benefit from their expertise for resolving legal matters.

As a task fulfiller, enter the details in the Legal Tracker section of the outside counsel engagement request.

As a legal fulfiller, assign the task created for filling Legal Tracker details to the task fulfiller.

As a legal fulfiller, you can delete outside counsel engagement request that is no longer required.

Notifications are reminders that are created using email templates and sent for outside counsel engagement workflow. Use the notifications received to work on the outside counsel request, tasks and resolve errors.

In the Legal Tracker, a matter is created after outside counsel engagement requests have been approved and an integration initiated.

Scheduled jobs that are installed when the Legal Tracker spoke is enabled. These jobs are used to fetch data from Legal Tracker.

Add approval route details in Legal Matter Management to enable matter creation in Legal Tracker.

Add outside counsel details for an outside firm to enable matter creation in Legal Tracker.

As a legal fulfiller, view the external matter details fetched from in the legal matter.

As a legal fulfiller, submit an outside counsel engagement request for approval.

Create or promote legal matter to complete legal requests that need cross-departmental tasking and a workflow with a mechanism to store supporting documents and track important milestones.

Remove existing users' access to documents attached to a legal matter's artifact when they are no longer required to view those documents.

If a legal matter requires further investigation after it was closed or canceled, you can reopen it to work on it again.

Request access to documents attached to a legal matter that you do not currently have access to.

Compose and send emails directly from legal matter record form in the Legal Counsel Center. You can also save the email as draft to send it later.

Configure the foundation data for legal matters through Legal Matter Management to provide legal services to employees.

Update the system properties to generate the URL specific to External Matter that is displayed in the Legal Tracker matter link field. By selecting the URL, the user can directly open the matter in the Legal Tracker application.