Legal Tracker Spoke

  • Release version: Washingtondc
  • Updated August 3, 2023
  • 2 minutes to read

    • Legal Tracker spoke enables a seamless integration of the Thomson Reuters Legal Tracker application with a ServiceNow® instance to enable legal departments to create matters for Outside Firm and Outside Counsel Engagements and to track spends.

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    Integration Hub subscription

    This spoke requires an Integration Hub subscription. For more information, see Legal schedules - IntegrationHub overview.

    Spoke version

    Legal Tracker spoke v1.0.2 is the latest version.

    Spoke dependencies

    If you’re having trouble installing the app, ensure that these dependent plugins are installed:

    • ServiceNow® IntegrationHub Action Step — REST (com.glide.hub.action_step.rest)
    • ServiceNow® IntegrationHub Runtime (com.glide.hub.integration.runtime)
    • ServiceNow® IntegrationHub Action Template — Data Stream (com.glide.hub.action_type.datastream)
    Note:
    Some of these plugins are licensable features and require an appropriate license if used outside the spoke implementation. For information on licenses, contact your account manager.

    Supported versions

    Legal Tracker API (REST API v1)

    Spoke actions

    Legal Tracker provides actions to automate the tasks in the following table when events occur in your ServiceNow instance.
    Note:
    To avoid unauthorized access, make sure that the required users have the least privileges for the spoke actions.
    Category Action Description
    User Management Look up Users Stream Retrieves all users in the current company.
    Company List Look up Companies Stream Retrieves a list of companies accessible to current user.
    Location Management Look up Countries Stream Queries for countries based on an OData filter query.
    Data Warehouse Access Management Look up Organizational units Stream Retrieves all Organizational units.
    Look up Practice groups Stream Retrieves all Practice Groups.
    Look up Substantive law Stream Retrieves all Substantive Laws.
    Accounts Payable Data Exchange Management Look up AP Routes Stream Retrieves all AP Routes available for user.
    Matter Management Create Matter Creates a matter record on the Legal Tracker application.
    Look up Matter status Retrieves the existing status for a matter by the matter ID.
    Look up Matter Budgets Retrieves information about a matter budget identified by the matter ID, source, firmID, and firmType.
    Look up Matters Stream Retrieves a list of matters.
    Look up Matter by ID Retrieves information about a matter by Matter ID.
    Look up Templates Retrieves a list of matter templates.
    Look up Template Types Retrieves a list of types for matter template.
    Look up Matter Fields by ID Retrieves a Matter Field by Field ID.
    Look up Matter Financials Retrieves the total spending and budget information for a matter in the matter's configured currency.

    Spoke user roles

    The Legal Tracker Spoke user [sn_legal_trckr_spk.user] is available when the Legal Tracker spoke is installed. The role is required for users accessing Legal Tracker.

    Legal Tracker online account requirements

    The Legal Tracker spoke requires a Legal Tracker account to generate OAuth 2.0 tokens.

    Connection and credential alias requirements

    Integration Hub uses aliases to manage connection and credential information, and OAuth credentials. Using an alias eliminates the need to configure multiple credentials and connection information profiles when using multiple environments. If the connection or credential information changes, you don't need to update any actions that use the connection.

    For information about setting up the spoke, see Set up the Legal Tracker spoke.