Configuration overview

1. Practice areas

   Set up the practice areas specific to law practices such as Intellectual Property, Privacy, or Compliance. Associate categories to the practice area and assign a legal department user as the practice area lead.

2. Catalog categories

   Create catalog categories to group legal services that employees can use to find a specific legal service request on the Legal Service Portal.

3. Record producers

   Create record producers to define the intake forms for legal request services. These record producers are available in the Legal Operations Catalog on the Legal Service Portal. Employees can use them to submit legal service requests.

4. External storage system

   Configure an external storage system to store documents attached to legal requests and legal matters . The integration with an external storage system enables organizations to have a centralized documentation management and retention policy.

5. Response templates

   Configure a response template with a reusable message that legal fulfillers can use to send users quick and consistent messages through work notes, comments, emails, or chat conversations.

   Each response template is associated with a table and can be configured to include field variables from that table. You can use a condition builder to specify the conditions that a legal request or legal matter must meet for the template to be usable through the configured channels. For example, you can define a condition to enable response templates only for legal requests of type digital forensics.

   Also, for chat response templates, you can specify a short name that can be used as a shortcut with the slash command to present the response message to a user quickly.

6. Email notifications Create or modify email notifications that are sent when specific events occur. Some possible event triggers might be: When a request is assigned to a legal department member to work on, a request is closed or canceled, or a message is posted to get additional information.

   New email notification templates are available for Legal Service Delivery applications from Legal Request Management 4.2.2 version onwards when you also have the Employee Center installed. You can differentiate them from the existing ones by the EC: prefix in their names.

   • These email notifications are active by default for new installations of Legal Request Management 5.0 version and later versions.
   • These email notifications are inactive by default when you upgrade from Legal Request Management version earlier than 5.0. You must manually activate them while deactivating the existing notifications.
     To activate the email notifications based on the applications installed, the admin can run the following scripts:

     • Activate EC email template for legal req: Activates email notifications for Legal Request Management.
     • Activate EC email template for lg matter: Activates email notifications for Legal Matter Management.
     • Activate EC email template lg contracts: Activates email notifications for Legal Simple Contracts.
     • Activate EC email template for Legal COI: Activates email notifications for Legal Conflict of Interest.
     • Activate EC email template for lg stock: Activates email notifications for Legal Stock Preclearance.
     Note:

     Links in the new email notifications navigate to either Employee Center or Legal Counsel Center based on the user's role:

     • For requesters, the link in the email opens the Standard Ticket page in the Employee Center portal.
     • For legal fulfillers, the link in the email opens the record form in the Legal Counsel Center.
7. Legal dispositions of legal request or legal matter

   Add the Legal Disposition [sn_lg_ops_legal_disposition] table, which stores dispositions from legal requests and legal matters, as a related list to any Legal Request or Legal Matter form. For more information on adding a related list on a form, see Add a related list to a form.