---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Exploring Legal Matter Management

# Exploring Legal Matter Management {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Legal Matter Management enables you to manage legal matters and
cross-functional tasking to effectively complete legal work. You can store relevant documents
and track important milestones of these legal matters from a single place.

## Creating a legal matter {#legal-matter-management-overview__section_kpb_pbh_r4b}

You can create a legal matter in two ways:

* A paralegal staff or lawyer can promote a legal request to a legal matter if the request needs additional investigation and substantial time to work on.
* A practice area lead can create a legal matter directly. These matters do not have any parent legal request though related requests can be added to them.
{#legal-matter-management-overview__ul_y3r_vbh_r4b}

## Features {#legal-matter-management-overview__section_und_wgq_nnb}

The features of this application include:

* Matter templates for different practice areas with predefined phases and tasks
* Privacy and confidentiality at the record level of a legal matter to secure the sensitive information
* Artifacts within the matter record to better manage the legal documents relevant to a legal matter
* Milestones to track the progress of a legal matter
* Integrate legal matter with the third-party Legal Tracker application.
{#legal-matter-management-overview__ul_lzp_wgq_nnb}

## Benefits {#legal-matter-management-overview__section_ws1_3jq_nnb}

The benefits of this application include:

* Manage and track every aspect of a legal matter
* Remove manual, unstructured email processes and tasks
* Track and complete tasks and milestones through notifications
* Make meaningful decisions by gaining real-time visibility on legal matters
* Track, prioritize, and work on multiple legal matters concurrently with an optimized Legal Counsel Center
* Engage with outside firms \& counsels by integrating legal matters with Legal Tracker application to track areas or matters handled by outside counsels and track spends on outside counsel engagement.
{#legal-matter-management-overview__ul_xs1_3jq_nnb}
* **[Integrate Legal Matter Management with the Legal Tracker application](https://servicenow-prod.fluidtopics.net/dy16_wYjlxUiNFyAoP7CNA)**   
  Learn more about the integration through a sample workflow and review the benefits it can provide.