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Legal Matter Management

Legal Matter Management

by Service-now.com

Escalate and track ongoing legal matters without spreadsheets

0 installs 0 reviews v10.2.0 Scoped Application Free-ish (consumes 40 tables) 40 tables
Developer Instance Sub-Production

Install Trend

First tracked: 2024-10-30 Latest: 2026-09-09 (0 installs)
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About

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.

Key Features

- 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.

Version History (11)
v10.2.0 2026-08-07 20:01:04
  New Changed ServiceNow Otto is the new AI experience brand. Now Assist for Legal Service Delivery is ServiceNow Otto for Legal Service Del...
v10.1.7 2026-07-09 17:15:51
New Changed Fixed Security fixes Removed
v10.1.4 2026-06-16 16:27:57
New Changed Security enhancements Fixed Matter artifact document approval information is now correctly displayed in the Employee Center My Tas...
v10.0.1 2026-03-12 15:31:37
New Attorney Client Privilege enables legal matter owner to designate legal matters as privileged and confidential. Attorney Client Privilege res...
v9.2.4 2026-01-20 14:46:44
New Changed Fixed Resolved RCA issues. Removed
v9.2.2 2025-12-11 12:07:05
New Changed Security enhancements Fixed The “Interview details” section no longer appears on legal matter tasks when the type is set to “Data ...
v9.1.0 2025-09-10 12:14:31
New Changed Additional ACLs have been applied to the sn_lg_matter_m2m_request_matter and sn_lg_matter_m2m_matter_task_artifact_lis...
v9.0.1 2025-07-31 16:23:41
New Introduced support for Legal Hold workflow (new legal practice app) 
v8.9.3 2025-07-10 12:52:11
New None Changed None Fixed Fixed ACL issues. Fixed an issue that caused a query range error to appear when navigating away from the Matter...
v8.9.1 2025-05-01 14:12:46
New When an external matter is closed or reopened in Legal Tracker, the corresponding legal matter status is updated in Legal Matter Management. ...

+ 1 more versions

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ID: 8570d70bb32313007a6de81816a8dcf3 · Published: Aug 2026 · Updated: Sep 09, 2026