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9.0.1
Zurich, Yokohama, Xanadu, Washington DC, Vancouver
ServiceNow® Legal Matter Management is included with Legal Service Delivery and helps remove the pain of manual spreadsheet trackers by providing a simple, secure, and project-centric approach to managing complex legal matters. Pre-defined and configurable matter templates help streamline the creation process with defined phases, tasks, milestones, and owners. Tasks can be distributed to individuals on a limited-access basis as part of a discovery gathering process and removed upon completion, ensuring privacy and security are maintained throughout. Automated notifications and reminders are sent out to assigned task owners and business stakeholders, ensuring everyone is kept informed.
- Lawyer-client confidentiality – The legal staff can keep internal legal notes separate from the underlying legal request.
- Matter artifacts – Means to organize legal documents, similar to folders.
- Matter templates – Means to codify standard operating procedures with themed legal task lists by practice area and matter type.
- Matter task management – Manage legal matter tasks, even those that the non-legal staff would work on.
- Milestones – Track important legal dates.
- External document storage – Integrate with cloud document storage services like Box, OneDrive, Google Drive, and iManage to store and link documents in legal requests and legal matters.
- Outside Counsel engagement - Submit outside counsel engagements for Invention Disclosure and Legal Tracker integration and to view external matter details and track spend.
- New
- Introduced support for Legal Hold workflow (new legal practice app)
Permissions and roles:
Role required to install the app: System admin (admin)
Dependent on applications:
- Legal Request Management (com.sn_lg_ops)
If not installed previously, the Legal Counsel Center application must be installed after installing this application.