Setting up Legal Matter Management

Configure the foundation data for legal matters through Legal Matter Management to provide legal services to employees.

Configuration overview

• Legal matter templates

  Create legal matter templates to standardize legal procedures​ for handling legal matters.

• Email notifications

  Configure email notifications to be sent when specific events occur, such as when a legal matter is assigned to a matter owner or when a matter is closed or canceled.

• Configure Legal Matter Management to engage with outside counsel using Legal Tracker

  Configure the requirements to enable outside counsel engagement and matter creation in Legal Tracker.

• Install Legal Matter Management
  You can install the Legal Matter Management application (sn_lg_matter) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed.
• Legal matter templates
  Legal matter templates help you standardize legal procedures​, policies, and workflows for various matter types.
• Configure Legal Matter Management to engage with outside counsel using Legal Tracker
  Configure the requirements to enable outside counsel engagement and matter creation in Legal Tracker.