Explore Microsoft Outlook Add-In for Legal Service Delivery
Learn more about Microsoft Outlook Add-In for Legal Service Delivery through a sample workflow and review the benefits it can provide.
Microsoft Outlook Add-In for Legal Service Delivery overview
Microsoft Outlook Add-In for Legal Service Delivery enables legal fulfiller to submit legal requests and matters from within Microsoft Outlook. Legal fulfiller get seamless experience without having to leave the Microsoft Outlook client.
Microsoft Outlook Add-In for Legal Service Delivery users
| User | Description |
|---|---|
| Legal request fulfiller | Legal request fulfiller can submit legal request, view details and add attachments for the assigned legal requests directly from the Microsoft Outlook. |
| Legal matter fulfiller | Legal matter fulfiller can submit legal matters, view details and add attachments for the assigned legal matters directly from the Microsoft Outlook. |
Microsoft Outlook Add-In for Legal Service Delivery workflow
- The legal administrator enables intake forms for ServiceNow for Legal add-in.
- The legal request fulfiller perform the following actions:
- Selects an email in Microsoft Outlook for which legal request needs to be submitted.
- Opens Microsoft Outlook Add-In for Legal Service Delivery.
- Logs into Microsoft Outlook Add-In for Legal Service Delivery.
- Selects option to submit a new request.
- Fills in the required information and submits the legal request.
Microsoft Outlook Add-In for Legal Service Delivery benefits
| Benefit | Feature | Users |
|---|---|---|
|
Create legal requests and matters from within Microsoft Outlook for the requests or information received over an email without having to log into your instance. |
Submit, view, search and manage legal request and matter |
|
What to explore next
To learn more about configuring and using , see: