Setting up Legal Content Review
Summarize
Summary of Setting up Legal Content Review
Legal Content Review enables organizations to provide employees with legal service request options through a structured and configurable platform. Administrators are responsible for setting up foundational data, configuring legal service categories, forms, notifications, and document storage to streamline requests to the legal department.
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Key Features
- Practice Areas: Define law-specific practice areas such as Intellectual Property or Compliance, associate relevant categories, and assign legal department leads to manage these areas.
- Legal Catalog Categories: Organize legal services into catalog categories to help employees easily find and submit legal service requests via the Legal Service Portal. Existing users upgrading the application should run a fix script to update mappings.
- Record Producers for Legal Services: Create or modify intake forms (record producers) in the Classic environment that employees use to submit requests, accessible through the Legal Operations service catalog.
- External Storage Configuration: Set up external storage systems to manage and retain documents attached to legal requests, ensuring centralized documentation management compliant with organizational policies.
- Response Templates: Configure reusable message templates linked to specific tables and conditions to allow legal fulfillers to send consistent communications via work notes, emails, comments, or chat. Chat templates support shortcut names for quick responses.
- Email Notifications: Create or update notifications triggered by key events like request assignment, closure, cancellation, or requests for additional information to keep users informed.
- Form Layout Configuration: Add the Legal Disposition related list to Legal Content Review Request forms to track request outcomes effectively.
- Application Installation: Administrators can install the Legal Content Review application, which includes demo data and necessary related plugins from the ServiceNow Store, if not already present.
- Form Reconfiguration Post-Installation: After installation, reconfigure forms to use updated content review record producers, catalog categories, and content taxonomy for seamless operations.
Practical Benefits
By following these setup steps, ServiceNow customers can enable a well-organized legal request submission and management system that improves efficiency, consistency, and compliance in handling legal content reviews. This setup ensures employees have easy access to legal services, legal teams can manage requests effectively, and documentation is properly stored and tracked.
Configure the foundation data to provide Legal Content Review request services to employees who can use these services to submit requests to the legal department.
- Create or modify a practice area
- Set up the practice areas specific to law practices such as Intellectual Property, Privacy, or Compliance. Associate categories to the practice area and assign a legal department user as the practice area lead.
- Create or modify a legal catalog category
- Create catalog categories to group legal services that employees can use to find a specific legal service request on the Legal Service Portal.
If you are an existing user and upgrading the application, run the Fix Content Review Intake Form fix script to map the new Legal Content Review record producer to the content review category.
- Create or modify a record producer for legal services through Classic environment
- Create record producers to define the intake forms for Legal Content Review request services. These record producers are available in the Legal Operations service catalog on the Legal Service Portal. Employees can use them to submit legal service requests.
- Configure an external storage system for legal requests and legal matters
- Configure an external storage system to store documents attached to the Legal Content Review requests by the requester or the fulfiller to enable your organization to have a centralized documentation management and retention policy.
- Create or modify a response template for legal services
- Configure a response template with a reusable message that legal fulfillers can use to send users quick and consistent messages through work notes, comments, emails, or chat conversations.
Each response template is associated with a table and can be configured to include field variables from that table. You can use a condition builder to specify the conditions that a Legal Content Review request must meet for the template to be usable through the configured channels. For example, you can define a condition to enable response templates only for Legal Content Review requests of type marketing presentation.
For chat response templates, you can specify a short name that can be used as a shortcut to present the response message to a user quickly.
- Create an email notification
- Create or modify email notifications that are sent when specific events occur for example, when a request is assigned, closed, or canceled, or a message has been posted to request additional information.
- Configuring the form layout
- To track dispositions from Legal Content Review requests, add the Legal Disposition [sn_lg_ops_legal_disposition] table as a related list to any Legal Content Review Request form. For more information on adding a related list on a form, see Add a related list to a form.