Configure Legal Content Review

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Configure Legal Content Review

    This guide focuses on configuring the Legal Content Review service within the ServiceNow platform to enable employees to submit requests to the legal department. It outlines essential steps for administrators to set up and customize the service effectively.

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    Key Features

    • Practice Area Configuration: Create and modify practice areas specific to legal fields such as Intellectual Property, Privacy, or Compliance, and assign leads from the legal department.
    • Legal Catalog Categories: Set up catalog categories to help employees locate specific legal services on the Legal Service Portal. Run the Fix Content Review Intake Form script when upgrading to map new requests properly.
    • Record Producers: Create or modify intake forms for legal service requests, which employees use to submit their inquiries through the Legal Operations service catalog.
    • External Storage System: Configure an external system for storing documents related to Legal Content Review requests, ensuring centralized management of documentation.
    • Response Templates: Create templates for quick and consistent communication regarding legal requests, with options to set conditions for their use based on request types.
    • Email Notifications: Set up notifications for various events related to requests, such as assignments or closures, to keep users informed.
    • Form Layout Configuration: Add related lists like the Legal Disposition table to the Legal Content Review Request forms to track outcomes effectively.
    • Installation: The Legal Content Review application can be installed with admin privileges, including demo data and necessary plugins.
    • Reconfiguration: Post-installation, administrators should reconfigure forms to integrate new components such as record producers and catalog categories.

    Key Outcomes

    By following these configuration steps, ServiceNow customers can streamline their legal request processes, improve documentation management, and enhance communication between employees and the legal team. This setup is crucial for organizations to maintain compliance and efficiency in legal operations.

    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.

    As an administrator, review the installed components and modify them or add new ones as applicable.
    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.