---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Enter Legal Tracker details and submit for integration

# Enter Legal Tracker details and submit for integration {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

As a task fulfiller, enter the details in the Legal Tracker section of the outside counsel engagement request.

## Por Que e Quando Desempenhar Esta Tarefa

When you submit an outside counsel request, you can choose to fill in the Legal Tracker details later by selecting Create a task for entering Legal Tracker field details. On approval of the outside
counsel request, a task is created to fill in the Legal Tracker details. Enter the Legal Tracker details and submit for integration. For more information on submitting an outside counsel request, see [Request Outside Counsel engagement](https://www.servicenow.com/docs/j9jQYO5ZPi2EHwFRClobFA "As a legal fulfiller, create an outside counsel engagement request for a matter.").

## Antes de Iniciar

Role required:

* sn_lg_ops.legal_user and sn_lg_cf_workspace.legal_workspace_user
* sn_lg_matter.matter_fulfiller
* sn_lg_ops.legal_fulfiller
{#lmm-enter-lt-details__ul_a42_xb4_mzb}

## Procedimento

1. Open a legal matter task.

   | Method | Action |
   | Using Legal Counsel Center homepage | 1. Navigate to AllLegal RequestLegal Counsel Center 2. Select the View All option on the Matter tasks widget. 3. From the list, open a legal matter task. 4. Select the Open Record icon (![Open Record icon]()) in the Outside Counsel Engagement field. 5. Navigate to the Legal Tracker Details section. {#lmm-enter-lt-details__ol_ebm_hng_hxb} |
   | Using Legal Counsel Center lists | 1. Navigate to AllLegal RequestLegal Counsel Center 2. Select the list icon (![List icon]()). 3. In the Lists tab, navigate to Matter TasksMy Tasks. 4. From the list, open a legal matter task. 5. Select the Open Record icon (![Open Record icon]()) in the Outside Counsel Engagement field. 6. Navigate to the Legal Tracker Details section. {#lmm-enter-lt-details__ol_eh3_2yn_mzb} |
   | Using platform view | 1. Navigate to AllLegal MatterMatter TasksMy Tasks 2. From the list, open a legal matter task. 3. Select the Preview this record icon (![Preview this record]()) in the Outside Counsel Engagement field. 4. Select Open Record. 5. Navigate to Legal Tracker Details related list. {#lmm-enter-lt-details__ol_lyf_myn_mzb} |
   |-|-|

   {#lmm-enter-lt-details__choicetable_vvd_bng_hxb}
2. Fill in the Legal Tracker details.
3. Select Save.
4. Select Submit for Integration to create matter in Legal Tracker.  
   During the matter creation, errors can be reported for the data related to outside counsel engagement request or Legal Tracker details section or both. For more information, see [Resolve errors during matter creation](https://www.servicenow.com/docs/gJmVH9C4wl2gqRiqq597cw "In the Legal Tracker, a matter is created after outside counsel engagement requests have been approved and an integration initiated.").
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## Resultado

On successful integration, access permission is granted to the following users for the matter created in Legal Tracker.

* Matter Owner - User selected as owner of the legal matter.
* Practice Area leads - Users selected as practice area leads for the practice area on the legal matter, to whom the Outside Counsel Engagement request approval is sent.
* Requested for - User for whom the outside counsel engagement request is submitted.
* Lead Outside Counsel -- User selected as lead counsel of the associated Lead firm.
* Lead company person - User selected as lead of the organization who should coordinate with the outside counsel.
* #2 company person - User selected as alternative contact person in the absence of the Lead company person.
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