Exploring Legal Counsel Center
Summarize
Summary of Exploring Legal Counsel Center
Legal Counsel Center is designed for legal department members to effectively categorize, prioritize, and resolve legal issues within ServiceNow. It provides a modern, streamlined workspace called the Next Experience, replacing the previous Legal Counsel Center Classic. To use it, you need to install both the Legal Request Management and Legal Counsel Center applications. This workspace consolidates key legal tasks and metrics, enhancing productivity and visibility for legal fulfillers.
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Key Features
- User Action Widgets and Metrics: Provides an overview of new, assigned, draft, and work-in-progress requests, legal matters, and pending approvals. Tracks trends for open and closed requests and matters, helping users prioritize their workload.
- Multi-Tab Interface: Enables users to manage multiple requests simultaneously by switching between open records easily.
- Real-Time Activity Feed: Displays up-to-date activities and notifications related to legal requests and matters, keeping users informed of relevant changes.
- Intuitive Search and Filter: Allows searching across knowledge bases, open/resolved legal requests, legal matters, and related catalog items, facilitating quick access to important information.
- Email Composition: Supports composing and sending emails directly from legal request, matter, or task forms, including saving drafts for later sending.
- Home Page Dashboard: Features actionable widgets that provide snapshots of workload, including requests, matters, tasks, and approvals, with graphical metrics for workload monitoring and trend analysis.
- Your Links Widget: Functions as a bookmark tool for quick access to frequently used internal and external URLs.
Important Considerations
- The Matters and Matter Tasks widgets are available only if the Legal Matter Management plugin is installed.
- To use interview templates, install the Interview Templates plugin and enable the Requested RCA setting for Legal Counsel Center and Legal Matter Management scopes.
- After installing Legal Counsel Center, uninstall the Classic version to avoid conflicts.
Practical Benefits for ServiceNow Customers
By adopting Legal Counsel Center, legal teams can improve efficiency through a centralized workspace that consolidates critical legal information and tasks. The intuitive interface and real-time updates enable faster turnaround on legal requests and better tracking of legal matters. With built-in communication tools and customizable links, users can streamline their daily workflows and stay focused on high-priority issues.
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.