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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Explore

# Exploring Legal Conflict of Interest {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Exploring Legal Conflict of Interest

The ServiceNow® Legal Conflict of Interest (COI) application helps organizations manage the disclosure, approval, and registry of potential conflicts of interest arising from employees' competing loyalties or interests.
Employees can submit COI disclosures either through a conversational interface powered by ServiceNow Otto in Virtual Agent or via an intake form in the Employee Center.
Submitted disclosures undergo a risk assessment that calculates an overall risk score and routes the request to an appropriate approval workflow for efficient resolution.
Show full answer Show less  
Note that the conversational intake feature requires the Legal Service Delivery - Prime paid application to be installed and configured.

## Risk Assessment

Every COI disclosure is evaluated against predefined risk factors to determine a risk level---Low, Medium, or High---which influences the approval routing:

* **Low risk:** Auto-approved without involving approvers; notifications sent to employee and manager.
* **Medium risk:** Triggers a first-level approval chain (e.g., Manager and Legal Compliance).
* **High risk:** Engages the full approval chain, including escalated approvers (e.g., Manager, Legal Compliance, Board Approval).

Risk factors use three evaluation types:

* **Condition:** Rule-based field-value checks for deterministic evaluations.
* **Skill:** AI-based content analysis to score risk, available with Legal Service Delivery - Prime.
* **Subflow:** Executes complex logic or integrations through Flow Designer subflows.

The risk assessment generates a detailed report for legal fulfillers, showing the risk score, analysis, and request details to support quicker, informed decisions. Employees receive notifications before their COI disclosures expire and can resubmit requests to extend legal clearance.

## Approval Workflow

Approval flows vary by conflict type and risk level. For example, an Outside Employment disclosure requires two approval levels: the requester's manager and the legal compliance group. Administrators can customize approval workflows by adjusting approval levels and approvers.

## Users and Roles

* **Legal conflict of interest Admin:** Configures intake forms and approval workflows.
* **Legal conflict of interest Fulfiller:** Processes and fulfills COI requests.
* **Legal conflict of interest Read:** Has read-only access to view all COI records.

## Workflow Summary

* An employee submits a COI disclosure by selecting the conflict type.
* The system evaluates risk and assigns an appropriate risk level.
* The request enters a predefined approval workflow based on risk.
* Legal fulfillers review risk reports and approve or reject requests.
* The final decision is communicated to the employee, and a system record is created.

## Benefits

* **Efficient submissions:** Employees can submit COI requests via natural language conversational intake or Employee Center forms.
* **Automated risk-based workflows:** Risk assessment automates routing and approval processes.
* **Informed decisions:** Detailed risk assessment reports help legal fulfillers review disclosures faster and more accurately.
* **Configurable workflows:** Approval flows can be tailored to align with your organization's COI policies.

## Next Steps

To maximize the value of the Legal Conflict of Interest application, ServiceNow customers should explore configuring risk assessments and approval workflows aligned with their organizational policies. Additional documentation is available for configuring and using the application effectively.  
Learn more about the Legal Conflict of Interest application through a sample workflow and review the benefits that it can provide.

## Legal Conflict of Interest overview {#conflict-of-interest-overview__cf-exploring-parent-overview}

The ServiceNow®
Legal Conflict of Interest enables you to manage the disclosure, approval, and registry of conflict of interest that might arise from employees having competing interests or loyalties. Employees can submit
disclosures using the conversational interface of ServiceNow Otto in Virtual Agent or intake form available in the Employee Center. The Requests are evaluated against predefined risk factors to calculate an overall risk score. Based on this score, requests are routed to the appropriate approval workflow for faster resolution.  
Note:  
The conversational intake functionality is available only when you have installed and configured Legal Service Delivery - Prime that is a paid application. For more information, see [ServiceNow Otto for Legal Service Delivery (LSD)](https://www.servicenow.com/docs/qcn~P08yPpVVEleI6Gj0kg "ServiceNow Otto for Legal Service Delivery (LSD) provides AI-powered summarization for legal requests and matters, and generates actionable answers from knowledge article search results in Employee Center, Legal Counsel Center, and global search.").
For more information on how to submit the requests using the two methods, see [Submit COI request form Employee Center](https://www.servicenow.com/docs/6ybQcYeOsbq4JZ6Yy1jY0g "Submit a request to obtain the legal clearance before you involve in any activity that might pose a risk of potential conflict with the primary employer duties.") and [Submit COI request using ServiceNow Otto conversational intake](https://www.servicenow.com/docs/MAQYcH3fWuxJDeiH5xl4Fg "Submit Conflict of Interest (COI) requests through natural language conversations.")

## Risk assessment {#conflict-of-interest-overview__section_COI_Approal_Flow}

When an employee submits a COI disclosure---either through the Employee Center intake form or via ServiceNow Otto in Virtual Agent conversational intake---the risk assessment utility evaluates the submission against a set of predefined risk factors. Each risk factor contributes to an overall risk score, which determines the
risk level (Low, Medium, or High) and the corresponding approval routing.  
The risk level determines whether the request needs approval or can be auto-approved.

* Low risk --- The request is auto-approved, and both the employee and their manager receive notification. No approvers are engaged.
* Medium risk --- The approval chain is triggered. The request is routed to the first-level approvers as determined by the conflict type (for example, Manager and Legal Compliance for an Outside Employment disclosure).
* High risk --- The full approval chain is triggered, including escalated approvers. The request is routed through all approvers defined for the conflict type (for example, Manager, Legal Compliance, and Board Approval for a Board Service fiduciary role).
{#conflict-of-interest-overview__ul_k4q_x1k_h3c}

Risk factors support three evaluation types that determine how each condition is assessed:

* Condition: Evaluates the disclosure against rule-based field-value conditions. Use this type for deterministic, field-based evaluations.
* Skill: Uses an AI skill to analyze the disclosure content and return a risk score. This evaluation type is available only when you have installed and configured Legal Service Delivery - Prime plugin (sn_lg_ai_prime), which is a paid application.
* Subflow: Executes a Flow Designer subflow for complex logic, external integrations, or multi-step processing.

{#conflict-of-interest-overview__ul_nlt_fnl_33c}

The risk assessment process generates a report that provides legal fulfillers visibility into the evaluation. The report includes request details, risk level and score, detailed risk factor analysis with reasoning, and all
submitted request variables. Legal fulfillers can review the report from the Risk Assessment tab of the legal request to take quicker decisions.

A notification is sent to the requesters before the expiry of the validity of
their COI disclosure records. If the requesters need an extension, they should review and resubmit a request to get the legal clearance for the extended period.
For more information, see [Configure risk assessment](https://www.servicenow.com/docs/mDooSLoITohE_hPNRHJoNg "Configure the risk assessment to automatically evaluate conflict of interest disclosures and assign risk levels that determine approval routing.").

## Approval workflow

The approvers and the number of approval levels differ based on the conflict type.  
Following illustration shows the approvers and number of approval levels for each conflict type. For example, the Outside Employment conflict type has two approval levels. The first-level approver is the manager of the requester, and the second-level approver is the legal compliance group.Figure 1. Conflict of Interest approval flow  
The administrator can modify the approval flow in the following ways:

* Change the number of levels of approval required.
* Add or modify approvers or approver groups at each level of approval.
{#conflict-of-interest-overview__ul_lbz_qj1_1lb}

For more information, see [Configure flows for Legal Conflict of Interest](https://www.servicenow.com/docs/krgZ~NAA9jhR~Ml0AYEQ~A "Review the flows installed with the Legal Conflict of Interest application and configure them to align with your business needs.").

## Legal Conflict of Interest users {#conflict-of-interest-overview__cf-exploring-parent-users}

{#conflict-of-interest-overview__table_y1k_vxm_nfc__entry__2}

| User | Description |
|-|-|
| Legal conflict of interest Admin | Configures intake forms and approval workflows. |
| Legal conflict of interest fulfiller | Works on fulfilling the COI requests. |
| Legal conflict of interest read | Has read-only access to view all COI disclosure records. |
[Table 1. Users]

{#conflict-of-interest-overview__table_y1k_vxm_nfc}

## Legal Conflict of Interest workflow {#conflict-of-interest-overview__cf-exploring-parent-workflow}

1. The legal user submits a new conflict of interest disclosure request by selecting the appropriate conflict type.
2. The risk assessment evaluates the request and assigns a risk level (Low, Medium, or High) based on the calculated risk score.
3. The conflict of interest disclosure request enters a predefined approval workflow depending on the risk level.
4. The conflict of interest fulfiller reviews the risk assessment report.
5. The conflict of interest fulfiller either approves or rejects the submitted request.
6. The final decision is communicated to the employee via email notification.
7. A corresponding record is automatically generated in the system.
{#conflict-of-interest-overview__cf-exploring-parent-workflow-ol}

## Legal Conflict of Interest benefits {#conflict-of-interest-overview__cf-exploring-parent-benefits}

{#conflict-of-interest-overview__table_bbk_vxm_nfc__entry__3}

| Benefit | Feature | Users |
|-|-|-|
| Submit COI request using natural language from the conversational interface of ServiceNow Otto in Virtual Agent. This is available only when you have installed and configured Legal Service Delivery - Prime that is a paid application. | [Submit COI request using ServiceNow Otto conversational intake](https://www.servicenow.com/docs/MAQYcH3fWuxJDeiH5xl4Fg "Submit Conflict of Interest (COI) requests through natural language conversations.") | Legal user |
| Submit COI request from the Employee Center | [Submit COI request form Employee Center](https://www.servicenow.com/docs/6ybQcYeOsbq4JZ6Yy1jY0g "Submit a request to obtain the legal clearance before you involve in any activity that might pose a risk of potential conflict with the primary employer duties.") | Legal user |
| Risk assessment with configurable risk factors and score to automate approval workflow | [Configure risk assessment](https://www.servicenow.com/docs/mDooSLoITohE_hPNRHJoNg "Configure the risk assessment to automatically evaluate conflict of interest disclosures and assign risk levels that determine approval routing.") | Legal fulfiller |
| Risk assessment reports with detailed scoring and analysis enable legal fulfillers to make faster, informed approval decisions. | [View risk assessment details](https://www.servicenow.com/docs/VtcrxOqYlb8Gr5qZkaomLA "Review the risk assessment results for a conflict of interest disclosure, including the overall risk score, risk level, individual risk factor responses, and the risk assessment report.") | Legal fulfiller |
| Configurable approval flows in accordance with the organization's Conflict of Interest (COI) policy. | [Configure flows for Legal Conflict of Interest](https://www.servicenow.com/docs/krgZ~NAA9jhR~Ml0AYEQ~A "Review the flows installed with the Legal Conflict of Interest application and configure them to align with your business needs.") | Legal administrator |
[Table 2. Legal Conflict of Interest benefits]

{#conflict-of-interest-overview__table_bbk_vxm_nfc}

## What to explore next {#conflict-of-interest-overview__cf-exploring-parent-links}

To learn more about configuring and using Legal Conflict of Interest, see:

* [Configure Legal Conflict of Interest](https://www.servicenow.com/docs/ftLXEuLbVqQ~br_XSQKQmg "Configure the foundation data required for managing the conflict of interest requests.")
* [Using Legal Conflict of Interest](https://www.servicenow.com/docs/532xo7YktzDF0YT4pMq1NA "Employees who engage in activities that could potentially conflict with their primary employment duties can disclose these potential conflicts and obtain the legal clearance by submitting a request.")
* [Legal Conflict of Interest reference](https://www.servicenow.com/docs/Sl_ZHGYm98CT~u57~RJ3MA "Reference topics provide additional information about the lists and forms that you use in Legal Conflict of Interest.")
{#conflict-of-interest-overview__ul_cbk_vxm_nfc}