Exploring Legal Counsel Center
Summarize
Summary of Exploring Legal Counsel Center
Legal Counsel Center is designed for legal department members to categorize, prioritize, and efficiently address legal issues. It requires the installation of the Legal Request Management and Legal Counsel Center applications to fully utilize its features and to access the Next Experience. It is recommended to uninstall the Legal Counsel Center Classic after installation.
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Key Features
- User Action Widgets and Metrics: Provides an overview of requests and matters, showing trends for open and closed items, enabling efficient workload management.
- Multi-Tab Interface: Allows users to track and manage multiple requests at once by navigating through open records.
- Real-Time Activity Feed: Displays updates and notifications related to legal requests and matters as they occur.
- Intuitive Search and Filter: Facilitates quick searching of relevant information across various sources, including knowledge bases and legal requests.
- Email Composition: Users can compose and send emails directly from request forms, with the option to save drafts for later sending.
Key Outcomes
The Legal Counsel Center home page serves as a central workspace for legal fulfillers, providing a snapshot of important tasks such as legal requests, matters, and pending approvals. Users can monitor their workload effectively, focus on high-priority items, and access frequently used links easily. The installation of additional plugins, such as the Legal Matter Management plugin, enhances functionality and availability of key widgets.
Legal Counsel Center enables legal department members to categorize, prioritize, and efficiently address legal issues.
- Legal Request Management (sn_lg_ops)
- Legal Counsel Center (sn_lg_cf_workspace)
Install Legal Counsel Center to get the Next Experience. Review the Legal Counsel Center application listing in the ServiceNow Store for information on dependencies, licensing or subscription requirements, and release compatibility.
Legal Counsel Center benefits
| Feature | Benefit |
|---|---|
| User action widgets and metrics | As a fulfiller, access an overview of new, assigned, draft, and work-in-progress requests and matters, and pending approvals. You can also see the trends for open and closed requests, matters, and matter tasks, and a consolidated list of all your selected links. |
| Multi-tab interface | Track and address multiple requests concurrently by navigating between multiple open records. |
| Real-time activity feed | View activities related to legal requests and legal matters and notifications in real time. |
| Intuitive search and filter capabilities | Search for relevant information across multiple sources such as knowledge bases, open and resolved legal requests and legal matters, and catalog items in Counsel Assist. |
| Compose and send emails | Compose and send emails from a legal request, legal matter, or matter task record forms through Legal Counsel Center. You can also compose emails and save them as drafts to send later. |
Legal Counsel Center home page
The Legal Counsel Center home page enables you to work with actionable widgets that helps in quickly categorize, prioritize, and efficiently resolve legal issues.
The Legal Counsel Center is the next experience Workspace for the legal fulfillers. It acts as a starting point and gives a snapshot of what is important to the fulfiller. It enables the members of the legal department to categorize, prioritize, and efficiently address legal issues. On the Legal Counsel Center home page dashboard, get a quick overview of the legal requests, legal matters, matter tasks, and pending approvals that the fulfiller is working on and that are newly created or in draft state for your assignment group, which you can assign to yourself and address. The graphical representation of the various metrics and widget data helps you monitor your workload, focus on high-priority items, and easily navigate across your responsibilities. You can view the delegated items that others have delegated to you. Additionally, you can also view trends in open and closed requests and matters over a period of time. Finally, you can use the Your links widget as a bookmark to easily access important and frequently used internal and external URLs within the Workspace.
- The Matters and Matter tasks widgets are visible if the Legal Matter Management plugin is installed.
- To use interview templates, you must first install the Interview Templates plugin (com.sn_interview_templates) and enable the Requested RCA of Interview Templates for Legal Counsel Center application and Legal Matter Management scope. For more information, see Interview Management.