I have my practice area and my record producer set up and creating legal matters properly and pulling in the template specified but for the life of my I cannot remember how to set the Practice Area or Category on the matter - please help jog my memor...
I am working on the ad-hoc approval in Legal service delivery intake form. According to the out of the box functionality, the approval should be a part of the assignment group and then only approver can initiate ad hoc approval from the legal counsel...
I am working on Stock Preclearance catalog item in Legal Module, I want to add the functionality of adding adhoc approval. I can see 'initiate approval' button in the legal counsel center. If I want to initiate any other user for approval, it says th...
Once a Legal Matter Template is retired, can it be reopened? I need to rework the phases but they're greyed out and I don't want to keep recreating the template.
My team is starting use the legal management space more and we are looking for some guidance regarding the legal management tasks. There a five task types (Data Collection, Documentation, Risk & Mitigation, Interview, and Reward) and each have an ass...
Hello - We are new to Legal Service Delivery, and we are having an issue where we have users that are a member of the assignment group that a Legal Request is assigned to, however, the user is unable to 'Assign to Me' within Legal Counsel Center on t...
Do you know if there is an integration between case mgmt from Legal, HR and WSD? I mean when one area needs to engage another one... is there any documentation about that? There are some request that requires legal and WSD help on the same request an...
Hi Experts, Requirement:How can we display related matter tasks on Visual Task Board (VTB) cards? scenario:I have created VTB on matter table. The user wants to view related matter tasks directly on each VTB card. Expected Behavior:When user clicks o...
I am attempting to generate the Signatory Details on the contract, but when I set up the participant to put in the Name, Title, and Email from the catalog item, it doesn't set into the contract itself. From the OOB Catalog Item, I have a participant...
i made one more record producer which is the copy of Conflict of Interest Disclosure. But when i am submitting the request, below error is coming.Error occured while updating record: Operation against file 'sn_lg_ops_request' was aborted by Business ...
We are excited to learn how you're currently using LSD and CMPro, and to understand your expectations—especially when it comes to incorporating AI into your workflow. Your feedback will directly influence how we enhance the product to better serve yo...
I continue to have issues with the "ServiceNow Contracts" Word Plug In that is part of the Contract Management Pro Application. When I connect it to my instance, it just spins and then opens up the instance in a new tab. Has anyone else had this issu...
Hi LSD Community, currently I face the issue to search for a OoB field, which can show ne the "initial" Assignment Group. This means the field should show, which was the first Assignment Group for this request. Scope is only Legal Request Management....
Hi All,I am attaching a file on a catalog item and saving the form.But when I am retrieving the record on esc through list layout I am not able to see attachment for that field .The field is present in Form Layout.Please provide the relevant solution...
I am curious to speak with anyone who is using the NDA signing workflow. Ideally, I would love to see this workflow with a DocuSign integration. Thanks in advance! Non-disclosure agreement requests in Legal Simple Contracts
