---
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


---

# Configuring the Triage legal requests agentic workflow

# Configuring the Triage legal requests agentic workflow {#ariaid-title1}

* Release version: Xanadu
* 
* Updated April 4, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

You can configure the Triage legal requests agentic workflow in the Now Assist for Legal Service Delivery (LSD) application to analyze the general legal requests, predict the appropriate legal category, and initiate a transfer upon a confirmation from the legal fulfiller or group manager.
You must complete the following tasks for the Triage legal requests agentic workflow:

1. Install the Now Assist for Legal Service Delivery (LSD) plugin (sn_lg_gen_ai).
2. Ensure Now Assist panel is turned on. For more information, see [Turn on the Now Assist panel](https://www.servicenow.com/docs/access?context=activate-now-assist-panel&version=xanadu&pubname=xanadu-intelligent-experiences&ft:locale=en-US).
3. Ensure Now Assist Panel - Platform (default) assistant in the CI Admin Experience is turned on. For more information, see [Manage LLM virtual agents on the Assistants screen](https://www.servicenow.com/docs/access?context=manage-llm-va&version=xanadu&pubname=xanadu-conversational-interfaces&ft:locale=en-US)
4. Configure AI Search. For more information, see [Configuring AI Search](https://www.servicenow.com/docs/access?context=configuring-ais&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US).
5. Activate the business rule Trigger Transfer Legal Request agentic workflow. For more information, see [Activate the business rule for the Triage legal requests agentic workflow](https://servicenow-prod.fluidtopics.net/AMyrJoNwgX17~TnykTBL4Q "Activate the business rules for the Triage legal requests agentic workflow in the Now Assist for Legal Service Delivery (LSD) application.").
6. Include the legal practice application tables for AI Search indexing. For more information, see [Add the legal request child tables for indexing](https://servicenow-prod.fluidtopics.net/GIjsfreE9F~kAZxblCRe4w "Add the legal request child tables to be considered for data indexing for AI Search in the Now Assist for Legal Service Delivery (LSD) application. The legal request child tables are indexed so that you can get relevant AI Search results for the legal records.").
7. Configure the semantic index settings to define how AI Search indexes the content. For more information, see [Configure the semantic index settings for legal request tables](https://servicenow-prod.fluidtopics.net/IIOZtUcS_nFDKZPqNhsuwA "Configure the semantic index settings to define how AI Search indexes the content from the legal request tables in the Now Assist for Legal Service Delivery (LSD) application.").
8. Add the description, short description, and legal category field to the semantic index record to be indexed for the semantic search. For more information, see [Add fields to the semantic index for legal records](https://servicenow-prod.fluidtopics.net/H1gK1VQOnG2AQBHilavuDw "Add the description, short description, and legal category field to the semantic index record to be indexed for a semantic search in the Now Assist for Legal Service Delivery (LSD) application. During AI Search, the legal records are retrieved based on the description, short description, and legal category fields that are added in the semantic index.").
9. Create restricted caller access (RCA) privileges for accessing the legal request table. For more information, see [Add restricted caller access privileges for accessing the legal request table](https://servicenow-prod.fluidtopics.net/f3jVj0Dlj4CdFoO2C2UBCA "Create restricted caller access (RCA) privileges to ensure authorized access to the legal request table in the Now Assist for Legal Service Delivery (LSD) application.").

{#conf-transfer-legal-request-agent__ul_ynv_fjm_y2c}  
Important:  
The Now Assist Features panel for LSD lists the following skills required for the Triage legal requests agentic workflow.

* Triage Legal Request AI search
* Triage Legal Request Capability

{#conf-transfer-legal-request-agent__ul_bvd_jpr_1fc}You can access the Now Assist Features panel by navigating to AllNow Assist AdminSkillsEmployeeLSD.

The skills are available in an active state in the base system and should not be modified.

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