Submit legal request or matter
As a legal requestor matterfulfiller, submit a legal request or matterfrom within the Microsoft Outlook.
Before you begin
Ensure you have installed and deployed Microsoft Outlook Add-In for Legal Service Delivery. For more information, see Configure Microsoft Outlook Add-In for Legal Service Delivery
Role required: sn_lg_ops.request_fulfiller or sn_lg_matter.matter_fulfiller
Procedure
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Sign in to Microsoft Outlook Add-In for Legal Service Delivery.
For more information, see Sign in to Microsoft Outlook Add-In for Legal Service Delivery.
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Submit a legal request.
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Select an email for which you want to submit a legal request.
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Select New.
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In the pop-up, select the legal request category.
To see the legal request categories, enable the respective intake forms for the Outlook add-in. For more information, see Enable intake forms for Microsoft Outlook Add-In for Legal Service Delivery
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Select Create.
Legal request intake form will be displayed.
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Enter the details in the intake form.
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To attach documents, select Add attachments icon ([Omitted image "icon-add-attachment.png"] Alt text: Add attachments icon)
For legal matter, select the artifact from the Artifact section and then select Add attachments icon ([Omitted image "icon-add-attachment.png"] Alt text: Add attachments icon)
|
Method |
Steps |
|---|---|
|
Add file from the system |
|
|
Drag and drop file from the email |
|
A legal request is created in the New state.
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Select View details to view the submitted legal request.
To view the legal request or matters in the ServiceNow instance, select Open the request in workspace icon ([Omitted image "lsd-outlook-addin-open-lr.png"] Alt text: Open the request in workspace icon).
Parent Topic:Use Microsoft Outlook Add-In for Legal Service Delivery
---
title: Submit legal request or matter
description: As a legal request or matter fulfiller, submit a legal request or matter from within the Microsoft Outlook.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/legal-service-delivery/lsd-outlook-addin-submit-lr.html
release: brazil
product: Legal Service Delivery
classification: legal-service-delivery
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use Microsoft Outlook Add-In for Legal Service Delivery, Microsoft Outlook Add-In for Legal Service Delivery, Integration with Third-party applications, Legal Service Delivery, Legal and Contract Operations, Employee Service Management]
---
# Submit legal request or matter
As a legal requestor matterfulfiller, submit a legal request or matterfrom within the Microsoft Outlook.
## Before you begin
Ensure you have installed and deployed Microsoft Outlook Add-In for Legal Service Delivery. For more information, see [Configure Microsoft Outlook Add-In for Legal Service Delivery](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/legal-service-delivery/lsd-outlook-addin-configure.md)
Role required: sn\_lg\_ops.request\_fulfiller or sn\_lg\_matter.matter\_fulfiller
## Procedure
1. Sign in to Microsoft Outlook Add-In for Legal Service Delivery.
For more information, see [Sign in to Microsoft Outlook Add-In for Legal Service Delivery](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/legal-service-delivery/lsd-outlook-addin-login.md).
2. Submit a legal request.
3. Select an email for which you want to submit a legal request.
4. Select **New**.
5. In the pop-up, select the legal request category.
To see the legal request categories, enable the respective intake forms for the Outlook add-in. For more information, see [Enable intake forms for Microsoft Outlook Add-In for Legal Service Delivery](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/legal-service-delivery/lsd-enable-intake-forms-addin.md)
6. Select **Create**.
Legal request intake form will be displayed.
7. Enter the details in the intake form.
8. To attach documents, select Add attachments icon \(\[Omitted image "icon-add-attachment.png"\] Alt text: Add attachments icon\)
For legal matter, select the artifact from the Artifact section and then select Add attachments icon \(\[Omitted image "icon-add-attachment.png"\] Alt text: Add attachments icon\)
<table id="choicetable_tly_21d_xbc"><thead><tr><th align="left" id="d110106e177">
Method
</th><th align="left" id="d110106e180">
Steps
</th></tr></thead><tbody><tr><td id="d110106e186">
**Add file from the system**
</td><td>
1. Select **Choose a file**.
2. Select the document.
3. Select **Open**
</td></tr><tr><td id="d110106e212">
**Drag and drop file from the email**
</td><td>
1. Select the document from the attachment.
2. Drag and drop the file into the add attachment pop-up.
</td></tr></tbody>
</table>9. Select **Submit**.
A legal request is created in the New state.
10. Select **View details** to view the submitted legal request.
To view the legal request or matters in the ServiceNow instance, select Open the request in workspace icon \(\[Omitted image "lsd-outlook-addin-open-lr.png"\] Alt text: Open the request in workspace icon\).
**Parent Topic:**[Use Microsoft Outlook Add-In for Legal Service Delivery](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/legal-service-delivery/lsd-outlook-addin-use.md)
| title | Submit legal request or matter |
| description | As a legal request or matter fulfiller, submit a legal request or matter from within the Microsoft Outlook. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/legal-service-delivery/lsd-outlook-addin-submit-lr.html |
| release | brazil |
| product | Legal Service Delivery |
| classification | legal-service-delivery |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Use Microsoft Outlook Add-In for Legal Service DeliveryMicrosoft Outlook Add-In for Legal Service DeliveryIntegration with Third-party applicationsLegal Service DeliveryLegal and Contract OperationsEmployee Service Management |