Configure variables for AI summarization

task brazil Updated Sep 10, 2026 2 min read configure-variables-for-now-assist-summarization.md
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Configure the variables of the practice areas that you want to be considered as inputs for legal request or matter summarization by using the AI.

Before you begin

Role required: admin or sn_lg_ops.legal_admin

Procedure

  1. Navigate to All > Legal Administration > Practice Areas.

  2. Select the practice area, such as Contracts, Ethics, or Compliance, that you want to add the variables to.

  3. On the Intake Forms tab, select and open the record.

  4. In the information message at the top of the page, select the link here to edit the intake form record.

  5. Unlock and select the variables by selecting the variables for summarization ([Omitted image "lock.png"] Alt text: Lock icon.) icon.

    Note: Only single-row variables that aren’t mapped to a field are visible.

  6. Add a single variable or multiple variables to an intake form of the practice area.

Option

Steps

Add a single variable

  1. Open the list of variables by selecting the Lookup using list icon ([Omitted image "magnify-glass-outline-icon.png"] Alt text: Lookup using list icon).
  2. Find the variable by using the search bar or scrolling.
  3. Select the variable to add.

Add multiple variables

  1. Open the Edit Members window by selecting the Add/Remove multiple icon ([Omitted image "add-multiple-icon.png"] Alt text: Add/Remove multiple icon.) icon.
  2. In the Available Variables list, use the search bar or scroll to find and select the required variables.
  3. Move the variables to the Selected Variable list by selecting the right arrow icon ( [Omitted image "right-arrow-icon.png"] Alt text: Right arrow icon.).
  4. If you want to remove a variable, select it from the Selected Variables list and select the left arrow icon ([Omitted image "left-arrow-icon.png"] Alt text: Left arrow icon.).
  5. Apply the selected variables by selecting Save.
  6. If you don’t want to save changes, select Cancel.
7. Lock the selected variables by selecting the unlock key icon \[Omitted image "unlock-icon.png"\] Alt text: Unlock key icon.\).
  1. Select Update.

Result

All the selected variables are added to the intake form of the practice area.

What to do next

You can add variables to the intake forms of other practice areas by repeating the steps in this procedure.

To summarize a legal request or legal matter, see Summarize a legal request or matter by using ServiceNow Otto for Legal Service Delivery (LSD).

Parent Topic:Customize a summarization skill in ServiceNow Otto for Legal Service Delivery (LSD)

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