---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create a legal contract intake workflow

# Create a legal contract intake workflow {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 min. de leitura

Create a legal contract intake workflow by creating a record producer and configuring base system settings so users can request the legal department's guidance on legal contracts.

## Antes de Iniciar

Role required: sn_lg_cnt.contract_config, admin

## Por Que e Quando Desempenhar Esta Tarefa

* The legal support for a contract request and amendment request works based on a workflow, so you must provide specific information while setting up the intake process.
* Three record producers are available with the base system, Non-disclosure Agreement, Third-party Contract Review, and Amendment request. You can create a record producer by copying a base system (OOB) record producer to reuse its existing configuration settings.
* To add supporting documents to an own-paper request, include the supporting documents widget in the record producer. For more information, see [Add supporting document widget in own-paper record producer](https://servicenow-prod.fluidtopics.net/0noNdvoQd_TcBiH78PmgJQ "Add the supporting document widget to a record producer to enable uploading of supporting documents.").
* To add external signatories to an third-party paper request, include the external signatories widget in the record producer. For more information, see [Add external signatories widget in third-party paper record producer](https://servicenow-prod.fluidtopics.net/WKGzH9m69Cn9ou4~v9_oOg "Add the external signatories widget to a record producer enabling you to add external signers.").
{#snlc-create-legal-contract__ul_trb_pfc_hhc}

## Procedimento

1. Navigate to AllLegal AdministrationLegal CatalogRecord Producers.
2. Create a record producer or copy a base system record producer for a new contract type.
   * To create a record producer, click New.

     For more information, see [Create or modify a record producer for legal services through Classic environment](https://servicenow-prod.fluidtopics.net/IwAMVedR7~MPncn5MzRMpg "Create or modify a record producer to define an intake form for a legal request. Employees can use these intake forms on the Legal Service Portal to submit legal requests.").
   * To copy a base system record producer, open the record producer and then select Copy.Figura 1. Copy record producer
   {#snlc-create-legal-contract__choices_plq_f4q_dgc}
3. On the record producer form, provide the following specifications for a new contract type.
   1. In the Table name field, select the Legal Contract Request table \[sn_lg_ops_contract_request\].  
      The contract workflow is associated with the Legal Contract Request table.
   2. **Opcional:** Create variables to add fields on the legal intake form.  
      1. In the Variables related list, select New.

         For more information on creating variables, see [Create a service catalog variable](https://www.servicenow.com/docs/access?context=t_CreateAVariableForACatalogItem&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US).
      2. Map the variable to the corresponding column in the Legal Contract Request \[sn_lg_ops_contract_request\] table.
      {#snlc-create-legal-contract__ol_t3g_vxr_c2c}
   3. If the intake form requires user input for the type of contract, in the Variables related list, select New, and then add a variable of type Reference.  
      Map the variable to the Contract type table \[sn_cm_core_contract_type\] in the Type Specifications tab.
   4. If the contract requires the signature of outside parties, in the Variable Sets related list, select Edit, and then add the External signatory details variable set.
   5. If you want to validate the state of contract type and restrict creation of a legal request for the inactive contract type on submission of the legal request, add the Verify if Contract type is active script from the base system non-disclosure agreement record producer to the new record producer.  
      For more information on adding a catalog client script, see [Create a Service Catalog client script](https://www.servicenow.com/docs/access?context=t_CreateACatalogClientScript&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US).  
      Nota:  
      If you don't add this script in the new record producer, the legal request with the corresponding record producer will be created in the Cancelled state and the contract request won't be created.
   {#snlc-create-legal-contract__substeps_nv3_qsd_h5b}
4. Add an intake form in the Contracts practice area.  
   For more information, see [Add an intake form to a practice area](https://servicenow-prod.fluidtopics.net/njd_XlD3BdXkqNuu~5_4pA "Add an intake form to a practice area to associate it with a record producer and define assignment rules and service level agreements."). Provide the following details in the respective fields.
   1. From the Type drop-down list, select Request.
   2. In the Options field, select Assigned To field not mandatory.
   3. For the third-party contract intake form, the Generate Document from Template option must not be enabled.
   4. For an Amendment intake form, the Amendment request indicator option must be enabled.
   5. From the Request record producer field, select the record producer created in Step 1 to associate with the intake form.
   {#snlc-create-legal-contract__substeps_prh_4wd_h5b}
5. Modify business rule to enable data synchronization for custom intake forms.  
   For more information, see [Configure a practice area table](https://servicenow-prod.fluidtopics.net/OeeO0H2AJsauRm6ARMfJsA "Configure a practice area table so you can use fields from legal request and legal matter tables to include in the Lists section of Legal Counsel Center.").
6. For Non-disclosure agreement intake form that use own-papers, create a contract template.  
   For more information, see [Create a contract template](https://servicenow-prod.fluidtopics.net/i2oPqfo6x1zaJlVjPFrEyQ "Create a contract template that can be used to generate a standard contract with predefined content when an employee submits a contract request.").

   In the Conditions, you must select the new category added for the new contract.
7. For Non-disclosure agreement intake form that use own-papers, configure contract template rules when a legal contract request is being created by a legal user.  
   For more information, see [Configure contract template rules](https://servicenow-prod.fluidtopics.net/ASucrxnPlR8XmJx6PobOwA "Configure a rule to identify the contract document template used for generating the contract document for a request.").
8. Configure the settings in the Standard Ticket Page for legal requests.  
   Nota:  
   The following settings must be updated in the Contract Management Pro for Legal Service Delivery application scope.
   1. Navigate to Standard TicketStandard Ticket Configuration.
   2. Select the sn_lg_ops_request ticket configuration.
   3. On the Ticket Configuration form, select Documents in the Tab Configuration related list.
   4. On the Tab Configuration form, add the condition \[Category\]\[is\]\[\<CategoryName\>\] in the Visible field, where \<CategoryName\> is the category created for the new contract.
   5. Select Update.
   6. Repeat steps for the Preview tab configuration.

   {#snlc-create-legal-contract__substeps_t1y_wtq_h5b}  
   For more information, see [Configure the standard ticket page](https://www.servicenow.com/docs/access?context=configure-st-page&version=australia&pubname=australia-platform-user-interface&ft:locale=en-US).