Submit a legal request

Release version: Xanadu

Updated August 1, 2024

1 minute to read

Submit a legal request for yourself or on behalf of another user to seek services from the legal department.

Before you begin

Role required: sn_lg_ops.legal_user

You can also submit a legal request through your mobile device or the Virtual Agent chat.

For more information on submitting a legal request through a mobile device, see Submit a legal request through Now Mobile.
To submit a legal request through Virtual Agent chat, you must have the Legal Virtual Agent Conversations application installed on your instance. For more information, see Legal Virtual Agent Conversations.

Navigate to All > Employee Center.

Note:
If you are using Legal Service Portal, you can submit a legal request by navigating to the Legal Service Portal portal and selecting a request from the Service Catalog.
Select Legal services from the header.
Select Browse Legal services.
Filter and search in the categories for the legal service request.
Click a legal service item for which you want to submit a request.
If you are not sure which legal service item to choose to submit your request, select General Legal Request.
On the form, fill in the fields.

Note:
Each legal service request form has a different set of fields based on the selected legal service item.
Click Submit.

A legal request is created in the New state.
The request is assigned to a group or user in the legal department based on the assignment rule set in the associated practice area.
The Standard Ticket page displays that has the following tabs to perform different tasks:
- Activity: Track the activity history of the request and post messages for the fulfiller working on the request.
- Attachments or Documents: Upload and manage the documents in the legal request.
  Note:
  If the external storage option is enabled, the Documents tab is displayed. Otherwise, the Attachments tab is displayed.
- Request Details: Review request details.
If the administrator has configured notifications, you receive notifications about the progress of the request.