Legal Tracker Outside Counsel Engagement request form
reference brazil Updated Sep 10, 2026 2 min read create-lt-outside-counsel-engagement-form.md
Fields in the Legal Tracker Outside Counsel Engagement request form of a legal matter.
Refer to the table for the fields on Outside Counsel Engagement form and how they are mapped when we integrate to create a matter in Legal Tracker.
| Field | Description | Mapped parameters in Legal Tracker Matters API |
|---|---|---|
| Request Details | ||
| Requested for | Name of the user requesting for the Outside Counsel. | None |
| OCE Number | Unique identifier of the Outside Counsel record. | None |
| Reason for engaging an Outside Counsel | Description of the reasons for recruitment of Outside Counsel. | None |
| Describe the scope of work to be performed | Description of the scope of work to be performed by the outside counsel. | None |
| Firm Details | ||
| Firm Access | Option to define the firm access to the matter from the drop-down list. | firmAccess |
| Lead firm | Main firm with which the Outside Counsel is associated. | None |
| Lead Outside Counsel | Lead counsel of the associated Lead firm. | None |
| Matter Details | ||
| Full matter name/Parties Involved | Full name of the matter or the parties to be associated with the outside counsel. | fullNameAndPartiesInvolved |
| Short matter name | Short name of the matter to be associated with the outside counsel. | shortName |
| Lead company person | Lead of the organization who should coordinate with the outside counsel. | leadCompanyPersonEmail |
| #2 company person | Alternative contact person in the absence of the Lead company person. | numberTwoCompanyPersonEmail |
| Matter description | Detailed description of the matter. | description |
| Start date | Start date for the Outside Counsel. This date must be ahead of today's date. | startDate |
| Fee arrangement | Type of fees to be selected from the drop-down list. | leadFirmFeeArrangement |
| Amount | Amount to be provided to the outside counsel according to the fee arrangement. | None |
| Legal Tracker Details | ||
| Create a task for entering Legal Tracker field details | Option to select to create a legal matter task and delegate the task to fill in the Legal Tracker Details section. For more information, see Request Outside Counsel engagement. | None |
| Matter group | Associated matter group of the Outside Counsel record. | matterGroup |
| Matter type | Associated matter type of the Outside Counsel record. | matterType |
| Associated matter ID | Associated matter ID of the Outside Counsel. | associatedMatterId |
| Country | Country of operation of the outside counsel. | countryOrRegion |
| Practice group | Associated practice group of the outside counsel. | practiceGroup |
| Organizational unit | Associated organizational unit of the outside counsel. | organizationalUnit |
| Substantive law | Associated substantive law of the outside counsel. | substantiveLaw |
| Invoice approval route | Associated invoice approval route of the outside counsel. | invoiceApprovalRoute |
| AP route | Associated accounts payable route of the outside counsel. | apRoute |
Parent Topic:Legal Matter Management reference
55 lines · 3.9 KB
--- title: Legal Tracker Outside Counsel Engagement request form description: Fields in the Legal Tracker Outside Counsel Engagement request form of a legal matter. locale: en-US canonical_url: https://www.servicenow.com/docs/r/employee-service-management/legal-matter-management/create-lt-outside-counsel-engagement-form.html release: brazil product: Legal Matter Management classification: legal-matter-management topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Reference, Legal Matter Management, Legal Service Delivery, Legal and Contract Operations, Employee Service Management] --- # Legal Tracker Outside Counsel Engagement request form Fields in the Legal Tracker Outside Counsel Engagement request form of a legal matter. Refer to the table for the fields on Outside Counsel Engagement form and how they are mapped when we integrate to create a matter in Legal Tracker. |Field|Description|Mapped parameters in Legal Tracker Matters API| |-----|-----------|----------------------------------------------| |Request Details| |Requested for|Name of the user requesting for the Outside Counsel.|None| |OCE Number|Unique identifier of the Outside Counsel record.|None| |Reason for engaging an Outside Counsel|Description of the reasons for recruitment of Outside Counsel.|None| |Describe the scope of work to be performed|Description of the scope of work to be performed by the outside counsel.|None| |Firm Details| |Firm Access|Option to define the firm access to the matter from the drop-down list.|firmAccess| |Lead firm|Main firm with which the Outside Counsel is associated.|None| |Lead Outside Counsel|Lead counsel of the associated Lead firm.|None| |Matter Details| |Full matter name/Parties Involved|Full name of the matter or the parties to be associated with the outside counsel.|fullNameAndPartiesInvolved| |Short matter name|Short name of the matter to be associated with the outside counsel.|shortName| |Lead company person|Lead of the organization who should coordinate with the outside counsel.|leadCompanyPersonEmail| |\#2 company person|Alternative contact person in the absence of the Lead company person.|numberTwoCompanyPersonEmail| |Matter description|Detailed description of the matter.|description| |Start date|Start date for the Outside Counsel. This date must be ahead of today's date.|startDate| |Fee arrangement|Type of fees to be selected from the drop-down list.|leadFirmFeeArrangement| |Amount|Amount to be provided to the outside counsel according to the fee arrangement.|None| |Legal Tracker Details| |Create a task for entering Legal Tracker field details|Option to select to create a legal matter task and delegate the task to fill in the Legal Tracker Details section. For more information, see [Request Outside Counsel engagement](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/legal-matter-management/create-lt-outside-counsel-engagement.md).|None| |Matter group|Associated matter group of the Outside Counsel record.|matterGroup| |Matter type|Associated matter type of the Outside Counsel record.|matterType| |Associated matter ID|Associated matter ID of the Outside Counsel.|associatedMatterId| |Country|Country of operation of the outside counsel.|countryOrRegion| |Practice group|Associated practice group of the outside counsel.|practiceGroup| |Organizational unit|Associated organizational unit of the outside counsel.|organizationalUnit| |Substantive law|Associated substantive law of the outside counsel.|substantiveLaw| |Invoice approval route|Associated invoice approval route of the outside counsel.|invoiceApprovalRoute| |AP route|Associated accounts payable route of the outside counsel.|apRoute| **Parent Topic:**[Legal Matter Management reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/legal-matter-management/legal-matter-management-reference.md)
| title | Legal Tracker Outside Counsel Engagement request form |
| description | Fields in the Legal Tracker Outside Counsel Engagement request form of a legal matter. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/legal-matter-management/create-lt-outside-counsel-engagement-form.html |
| release | brazil |
| product | Legal Matter Management |
| classification | legal-matter-management |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | ReferenceLegal Matter ManagementLegal Service DeliveryLegal and Contract OperationsEmployee Service Management |