Enable the option to engage with outside counsel for a matter

task australia Updated Sep 10, 2026 1 min read enable-outside-counsel-on-matter.md

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

Before you begin

Ensure you have installed and activated Legal Tracker spoke. For more information, see Legal Tracker.

Important: After setting up the spoke, give the Legal Tracker Spoke user [sn_legal_trckr_spk.user] role to users accessing Legal Tracker
Ensure you have selected Practice Areas intake forms where the record type is either of the following:
- Matter
- Request and Matter
Ensure you have added details for the outside counsels and approval route. For more information, see Add outside counsel details and Add approval route details.

Role required: sn_lg_ops.legal_config

About this task

While working on matters, you may want to engage with outside counsel to get additional services. You can submit a request to engage with the outside counsel. To view the Add outside counsel for Legal Tracker option in a legal matter, you must enable Outside Counsel on Matter for the Practice Areas.

Procedure

Navigate to All > Legal Administration > Practice Areas.
Select a record from the list of Practice Areas.
Select the intake form from the Intake Forms tab.
In the information message at the top of the page about the current application, select here to be able to edit the form.
Select the Unlock Options icon [Omitted image "lock.png"] Alt text: Unlock Options icon. in the Options field in the Record Producer section.
Enter Enable in the Select target record field.
Select Enable Outside Counsel on Matter from the list.
Select Update.

Result

The Add Outside Counsel for Legal Tracker button is available in the Outside Counsel tab of a matter. Users with the matter fulfiller role and access to update matters can submit Outside Counsel Engagement for Legal Tracker. This option is applicable only for matter and not for requests.

Parent Topic:Configure Legal Matter Management to engage with outside counsel using Legal Tracker

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---
title: Enable the option to engage with outside counsel for a matter
description: Enable legal fulfiller to submit requests for outside counsel engagements for a matter.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/legal-matter-management/enable-outside-counsel-on-matter.html
release: australia
product: Legal Matter Management
classification: legal-matter-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure Legal Matter Management with outside counsel, Configure, Legal Matter Management, Legal Service Delivery, Legal and Contract Operations, Employee Service Management]
---

# Enable the option to engage with outside counsel for a matter

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

## Before you begin

- Ensure you have installed and activated Legal Tracker spoke. For more information, see [Legal Tracker](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/legal-tracker-spoke.md).

**Important:** After setting up the spoke, give the Legal Tracker Spoke user \[sn\_legal\_trckr\_spk.user\] role to users accessing Legal Tracker

- Ensure you have selected Practice Areas intake forms where the record type is either of the following:
- Matter
- Request and Matter
- Ensure you have added details for the outside counsels and approval route. For more information, see [Add outside counsel details](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-matter-management/lmm-lt-setup-outside-counsels.md) and [Add approval route details](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-matter-management/lmm-lt-setup-approval-route.md).

Role required: sn\_lg\_ops.legal\_config

## About this task

While working on matters, you may want to engage with outside counsel to get additional services. You can submit a request to engage with the outside counsel. To view the **Add outside counsel for Legal Tracker** option in a legal matter, you must enable Outside Counsel on Matter for the Practice Areas.

## Procedure

1. Navigate to **All** &gt; **Legal Administration** &gt; **Practice Areas**.

2. Select a record from the list of Practice Areas.

3. Select the intake form from the **Intake Forms** tab.

4. In the information message at the top of the page about the current application, select **here** to be able to edit the form.

5. Select the Unlock Options icon \[Omitted image "lock.png"\] Alt text: Unlock Options icon. in the **Options** field in the Record Producer section.

6. Enter `Enable` in the **Select target record** field.

7. Select **Enable Outside Counsel on Matter** from the list.

8. Select **Update**.

## Result

The **Add Outside Counsel for Legal Tracker** button is available in the **Outside Counsel** tab of a matter. Users with the matter fulfiller role and access to update matters can submit Outside Counsel Engagement for Legal Tracker. This option is applicable only for matter and not for requests.

**Parent Topic:**[Configure Legal Matter Management to engage with outside counsel using Legal Tracker](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-matter-management/configurations-for-legal-tracker-integration.md)