Set up Outside Counsels for Legal Invention Disclosure

task brazil Updated Sep 10, 2026 1 min read setup-outside-counsels.md

Create Outside Counsel records to enable outside counsels to work on a Legal Invention Disclosure request.

Before you begin

An Outside Firm record must be active. For more information, see Set up Outside Firms for Legal Invention Disclosure.

Role required: sn_lg_matter.matter_config, sn_lg_matter.matter_fulfiller

About this task

Setting up an outside counsel can be done either as a fulfiller task or when configuring Legal Invention Disclosure after installation.

Procedure

Access the form to create an Outside Counsel record.

Location	Actions
From the Legal Matter module	Navigate to All > Legal Matter > Outside Counsel Setup > Setup Outside Counsels.
From Legal Counsel Center	Navigate to All > Legal Counsel Center. Select the List icon ([Omitted image "lsd-lcc-list-icon.png"] Alt text: List icon) from the primary navigation and in the Outside Counsel section of the Lists menu, select All.

2. Select **New**.

On the form, fill in the fields.

Field	Description
Outside Firm	Name of the parent firm for the outside counsel from the lookup which were already added.
Outside Counsel Name	Name of the outside counsel.
Outside Counsel Email	Email address of the outside counsel.
Active	Option to make the Outside Counsel record active.

Save the Outside Counsel record.
- On the Outside Counsels New record form, select Submit.
- On the Create New Outside Counsel from the Legal Counsel Center, select Save.

Parent Topic:Configure Legal Invention Disclosure

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---
title: Set up Outside Counsels for Legal Invention Disclosure
description: Create Outside Counsel records to enable outside counsels to work on a Legal Invention Disclosure request.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/legal-invention-disclosure/setup-outside-counsels.html
release: brazil
product: Legal Invention Disclosure
classification: legal-invention-disclosure
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure, Legal Invention Disclosure, Legal Service Delivery Practice Applications, Legal Service Delivery, Legal and Contract Operations, Employee Service Management]
---

# Set up Outside Counsels for Legal Invention Disclosure

Create Outside Counsel records to enable outside counsels to work on a Legal Invention Disclosure request.

## Before you begin

An Outside Firm record must be active. For more information, see [Set up Outside Firms for Legal Invention Disclosure](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/legal-invention-disclosure/setup-outside-firms.md).

Role required: sn\_lg\_matter.matter\_config, sn\_lg\_matter.matter\_fulfiller

## About this task

Setting up an outside counsel can be done either as a fulfiller task or when configuring Legal Invention Disclosure after installation.

## Procedure

1.  Access the form to create an Outside Counsel record.

<table id="choicetable_urg_zmd_jzb"><thead><tr><th align="left" id="d140164e78">

Location

</th><th align="left" id="d140164e81">

Actions

</th></tr></thead><tbody><tr><td id="d140164e87">

**From the Legal Matter module**

</td><td>

Navigate to **All** &gt; **Legal Matter** &gt; **Outside Counsel Setup** &gt; **Setup Outside Counsels**.

</td></tr><tr><td id="d140164e114">

**From Legal Counsel Center**

</td><td>

1.  Navigate to **All** &gt; **Legal Counsel Center**.
2.  Select the List icon \(\[Omitted image "lsd-lcc-list-icon.png"\] Alt text: List icon\) from the primary navigation and in the Outside Counsel section of the **Lists** menu, select **All**.


</td></tr></tbody>
</table>2.  Select **New**.

3.  On the form, fill in the fields.

    |Field|Description|
    |-----|-----------|
    |Outside Firm|Name of the parent firm for the outside counsel from the lookup which were already added.|
    |Outside Counsel Name|Name of the outside counsel.|
    |Outside Counsel Email|Email address of the outside counsel.|
    |Active|Option to make the Outside Counsel record active.|

4.  Save the Outside Counsel record.

    -   On the Outside Counsels New record form, select **Submit**.
    -   On the Create New Outside Counsel from the Legal Counsel Center, select **Save**.

**Parent Topic:**[Configure Legal Invention Disclosure](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/legal-invention-disclosure/configure-legal-invention-disclosure.md)