0
9.2.2
Zurich, Yokohama, Xanadu, Washington DC
ServiceNow® Legal Matter Management is included with Legal Service Delivery and helps remove the pain of manual spreadsheet trackers by providing a simple, secure, and project-centric approach to managing complex legal matters. Pre-defined and configurable matter templates help streamline the creation process with defined phases, tasks, milestones, and owners. Tasks can be distributed to individuals on a limited-access basis as part of a discovery gathering process and removed upon completion, ensuring privacy and security are maintained throughout. Automated notifications and reminders are sent out to assigned task owners and business stakeholders, ensuring everyone is kept informed.
- Lawyer-client confidentiality – The legal staff can keep internal legal notes separate from the underlying legal request.
- Matter artifacts – Means to organize legal documents, similar to folders.
- Matter templates – Means to codify standard operating procedures with themed legal task lists by practice area and matter type.
- Matter task management – Manage legal matter tasks, even those that the non-legal staff would work on.
- Milestones – Track important legal dates.
- External document storage – Integrate with cloud document storage services like Box, OneDrive, Google Drive, and iManage to store and link documents in legal requests and legal matters.
- Outside Counsel engagement - Submit outside counsel engagements for Invention Disclosure and Legal Tracker integration and to view external matter details and track spend.
- New
- Changed
- Security enhancements
- Fixed
- The “Interview details” section no longer appears on legal matter tasks when the type is set to “Data collection.”
- The “Delete the attachment” messages do not appear unnecessarily in the activity stream for legal hold matters when the assignment group permissions are changed to read access.
- Coding errors in the LegalEventSecurityUtilsBase script include have been corrected, ensuring proper milestone association in Legal Matter Management.
- The email template now populates correctly in the right pane for legal matters, allowing users to view and copy template contents as expected.
- The "Re-trigger external integration" action is now accessible to users with the legal fulfiller role.
- Outside counsel request submission related issue has been fixed.
- Removed
Permissions and roles:
Role required to install the app: System admin (admin)
Dependent on applications:
- Legal Request Management (com.sn_lg_ops)
If not installed previously, the Legal Counsel Center application must be installed after installing this application.