perfect I think we have a good audience so good morning everyone uh welcome to this webinar for the Vancouver and November store release uh what's new for LSD so I've just shared a URL in the chat so after after this webinar in a couple of days you can go back and check that page we'll uh we'll upload the webinar recording on that page and I believe the slide deck for this webinar will be uploaded over there as well so what we'll be covering as a part of this webinar today is uh we recently had the Vancouver Family release as well as on November 2nd we had a new version of the LSD application release so we'll be covering some highlight features we'll be going into details of use cases and how you may benefit from those and then we'll be wrapping up with a Q&A session so originally uh my colleague shafat who is the director for outbound product management here at service now uh Legal Service delivery was supposed to join this webinar as well but unfortunately he's out sake so it's just me and I have my colleagues Tyler and Caroline here as well who will be helping answering answer some of your questions as well as they might come off mute during some of the sections wherein they want to add in additional details but they'll be monitoring the chat and uh responding to questions uh as I present so a safe harbor notice um so we might be making some forward-looking statements here mostly in terms of uh road map or some some some features that might already not be out there unlikely but just uh just of a a statement to put here so yep and uh these are the rest of the webinars in case you're planning to attend any of the webinars you can scan this QR code and get the list of the rest of the webinars that we have planned and they are broken down by application so you can search them by the uh application that you are interested in and then register yourself for other webinars as well so some housekeeping items so uh essentially I'll when I'm speaking we uh the participants will be muted but if you have any questions feel free to drop that question in the Q&A section of the chat so there's a Q&A section in the zoom window so please use that so that we can track the questions as well and Caroline and Tyler will either be addressing those questions or we'll be marking those questions to revisit at the end of the webinar in the Q&A section so the recording will be shared and I'll share the link as well so the agenda for today is first of all we'll start off with a quick summary of the features at a high level we'll go through the list of what all is new major features as well as my features and then we'll go on to the Q&A section so moving on to the next Slide the summary so this is at a high level a 30,000 ft view of what all we'll be discussing today so we'll be discussing the next experience legal council Center as well as the next experience legal Ops dashboard and legal uh executive dashboard we have a new workflow introduced used in this release called The Invention disclosure workflow so we'll be discussing that in a little more detail we have a new integration that is available out of the box now with legal tracker so if your organization or if your customers organization is using legal tracker then now it there's a possibility to integrate legal tracker with service now matters so we'll be discussing that we have a new option for external storage capabilities that being uh the IM manage integration so we'll go into a little more detail on the IM manage integration how it works and how if you're already an IM manage customers you can take advantage of that integration between IM manage and service now and then lastly we'll cover some minor enhancements so quality of life improvements that essentially help uh improve the efficiency for uh you know the legal service Del if you have it working already so that said uh let's dive in and we'll start off with the major features and enhancements so first first of all um just a warning there uh not a warning more of a note here before we start diving into the features so it says that uh Vancouver and November release but some features may be compatible with Utah as well and so if you're on Utah you might want to check on the store page for that particular feature uh in case you want to use it so uh in this this particular feature the legal council center it's a Vancouver only feature but there might be some features that we might discuss especially the minor enhancements that you still can take advantage of even if you are on Utah so you uh just a note that please do check the store page for the list of compatibility so starting off with legal council Center so what we have done here is we've moved the legal council Center and the legal Ops dashboard and the legal executive dashboard over to the next uh next experience UI so what it does is uh especially for the legal council Center it gives a lot of uh configuration uh opportunities for the council Center so earlier on uh if you've been using the legal council Center the landing page for uh the legal council Center classic as we now call it was pretty much set but now we have uh more more personalization options for uh to set up your landing pages in the council Center um that said you can also tailor The Experience um on the previous slide on the counil center you can still tailor the experience by roles and you can personalize it essentially to drive efficiency and you can bubble up whatever is most relevant for your legal fulfillers on the council Center and uh and essentially it's done using the configurable workspace framework and I see a question in the chat uh if you may please uh past the questions on the Q&A section but I'll still address this so the question is is this the same as agent workspace so it is built on the same framework as agent workspace so essentially you'll find a lot of similarities but this is a workspace dedicated to Legal altogether but functionally it is fairly similar yes uh and it is built on the same configurable workspace foundation so if we go on to the next slide we've introduced a new workflow this time called The Invention disclosure workflow and the inspiration for this workflow in fact was our own uh internal service now uh invention disclosure process so we took that process as reference as well as talk to uh several other customers and have come up with this outof thee boox workflow that you can build on top off so we've introduced a new practice area called intellectual property practice area and uh this new workflow uh for invention disclosure as a part of it so what it does is it allows uh it it has predefined intake forms for employees to submit their invention or disclose their invention to the legal team and then the legal team can then review view that uh legal request and decide whether or not they want to proceed if they do decide to proceed then there there are available legal matter templates with predefined stages for application process as well as filing the patterns and granting the pattern uh different stages defined that you can leverage so once a matter for this legal disclosure is created you can manage the uh life cycle for this through that matter Additionally you can associate tasks for uh uh Financial rewards so you uh we uh Financial rewards are configurable so you can set up Financial rewards at different stages in the life cycle of this workflow uh at the same time we do realize that uh not a lot of organizations have uh an in-house capability to work on patent patent matters essentially so we have also added support for outside Council where uh there is a feature where you can generate a PDF extract of the matter at hand and attach it to the outside Council and send an email to the outside Council all as a part of this uh outof the-box workflow so it makes you know the process of engaging outside Council a lot easier because you can just summarize the entire matter at hand send it over to the outside Council and then track it from over there perfect so moving on to the next wordflow and I see a question around Council Center so we'll uh come to that question as a part of the Q&A section so now we have um so we did discuss briefly the role of outside Council so let's say if your internal legal team doesn't uh decides to engage an outside Council for certain matters if they don't if you don't have that capability or that expertise in house then we've often seen customers use this uh product called Legal tracker to manage the engagement with outside Council and more more importantly the spend associated with that outside Council the budget associated with that outside Council so we wanted a way to one kick off that engagement with outside uh with that outside Council from service now itself and secondly also have a way within service now to be able to track the engagement as well as track the spend information without having to navigate or swivel chair over to Legal tracker if you are indeed working with uh outside Council and interacting with them through the legal tracker so for this we have introduced a new legal tracker spoke and uh so the spoke has some actions and then we've built this uh legal tracker integration using that particular spoke and uh you can essentially agents can create a task to uh you know engage or create a legal tracker matter directly and you can set the initial parameters for the legal tracker directly within service now itself and then whenever there's any update in the legal tracker matter that update is uh FL brought back to service now through the integration as well as the uh spend information is brought back over to service now as well as a part of this ination so moving on to the next slide so this was the legal tracker integration so if you are a legal tracker integration a customer then that's certainly something that you can explore if uh you see valid there the next one is around IM manage so as some of you might already be aware we have external storage options uh box Google Drive one drive SharePoint and uh most recently uh I manage so any attachments that you have on your legal requests or legal matters let's suppose you decide to not store them in service now and you're already using an external repository then this integration allows you to store your documents in that external repository and as a part of the Vancouver release we've added storage in IM manage as an option as well so as a part of this integration U you can automate the creation of the workspace as well as uploading that docu any document that is uh attached to the set service now uh request or matter directly to that IM manage workpace and then you can also manage the access from within the space so I know my uh colleague Tyler has some expertise within this IM manage integration he's been speaking to a lot of customers especially um customers who've seen adoption challenges with uh uh with using LSD because we've heard from some customers that they wanted to continue using that IM manage plug-in essentially Outlook add in where they could just drag and drop emails there so this opens up that possibility to still work on service now matters and service now requests and still continue having that uh capability to use uh you know using IM manage so Tyler is there any if there's anything more that You' want to add on this yeah absolutely no I think that was a great overview and if um if you'd like I could go ahead and just do a quick demonstration of that if we have time yeah we can absolutely okay I'll go ahead and share my screen okay perfect so I'm here in the employee Center and um I'm going to just quickly demonstrate what that IM manage integration looks like so uh within the employee Center as Nicole um who is just an employee in this instance we can come into the employee Center and quickly engage with legal in a couple of different ways I'll go ahead and use our legal tab up at the top of our screen here just to quickly browse to um the different requ requests that are made available to us specific to legal and so I'm going to jump into this conflict of interest request let's just imagine that maybe you know the holidays are are coming up and so Nicole has a conflict U where she's looking to maybe you know earn a little bit of extra money on the side uh for the holidays and so if we come in and jump into that conflict of interest request we can we can have um the ability now to upload directly into IM manage so so again this is you know some outside employment that Nicole is wanting to try to work get approval around we'll see that she has that ability to add an attachment so let's just say that you know as Nicole maybe she's wanting to upload um an offer letter or maybe she's wanting to upload in this case maybe some type of policy that she's found on the internet uh internally to to help you know to to reference uh her request and so maybe it's the conflict of interest policy that that the company has published um and so she could go ahead and upload that and maybe she's got that you know local to her machine and so as she comes in to upload that document we'll see that she can now go in and submit her request for outside employment and again what service now is going to do is it's going to immediately push that document into IM manage uh we want to try to get that into IM manage as soon as possible and allow users um to work within IM manage around the document and and meet users where they are um and so that's that's really how the integration is designed so if we go into documents we can see that this is Nicole's request um you know so she's still got visibility into that request obviously and so here we can see that the document is available for her um and if she has an IM manage license um you know she could go in to IM manage as well as an enduser and and she can jump right into the document and it will take her into IM manage so that she can see the documents been uploaded successfully um now on the back end of that I want to show what it would look like for the legal team member quickly uh or an attorney and so via the legal council Center we can see that um here's our our homepage dashboard as as an attorney or legal team member and I've got all of my requests that are that are that I'm monitoring or that I'm currently assigned and so here's one request that's just come in that we just submitted for that conflict of interest and again we can see that that document was uploaded uh by Nicole and and so maybe again this is a policy our conflict of interest policy that Nicole is saying hey I have this on my machine I just want to verify that this is the most up to-date and so as as the legal team member we can quickly jump in as well in IM manage after we assign this to ourselves here just refresh quickly here and so we can jump right into the document as well um and and make sure that this is in fact the the the right policy and the most up-to-date policy and what we can do is if we come down here we're able to see the security details around this documentation so we we can we can push uh permissions into IM manage specific to who has access to this document and and what their access level is so in this case we can see that Susan has full access but Nicole might only have readon in this case and so this this is not just I think one of the biggest things that we want to communicate is this is not just some static link that lives out there this is a link that is logged down uh based on those permissions that are that are provided um via service now um and so from there obviously if this was something that uh we wanted to to dig into further we can come back and look at the folder structure within IM manage and what have you but if we needed to upload a new version let's say maybe that you know that that Nicole had uploaded an outdated version of that policy we could go ahead and quickly attach that it would upload into IM manage and then Nicole uh would would be notified that there is a new document a new version available so um so that's just a quick demonstration happy to you know answer any questions around that um but uh if if um I'll go ahead and pass it back over to godov thank you so much abely demo I'm sure you helped answer a lot of questions with that perfect so that was the IM manage integration and uh for those who of you who haven't used the external repository any of the external repository Integrations the rest of the Integrations work similarly as well so instead of I manage uh the the document repository might be box or Google drive or one drive one of um so moving on to the minor features now so this has been um a fairly consistent request from our customers so the use case here was that um employees essentially don't exactly know which request to submit so most of the time they just end up submitting a general legal request and it might turn out that hey this is a conflict a conflict of interest request or hey this is a invention disclosure request so what was needed was you know uh until now fulfillers were needed to add a comment and Link them to the right C uh record producer so that they can submit the right request but now we have an option of transferring This legal request to the right practice area and the right category so the fulfiller can do it themselves so as you see over here uh in the screenshot there's this option to transfer request and in the next screen uh you get an option to choose the practice area and the category you want to transfer it to so what this does is it closes this uh original request and then it opens a new one with the details copied over uh to the new to the correct practice area correct category so now uh if we going on to the next slide uh sorry previous one enhancements to this transfer request so there might be the case that you may have an elaborate intake form associated with the new request that is being transferred to so the agent who is transferring they have an option to fill in the details themselves in that intake form but in some cases the agent might not be aware of all the details and the employee might be needed to add in that additional context based off of the new request so in that case we've added that capability where the agent can uh essentially send to employee for them to complete the missing information in the new request and this enhancement essentially ties to the new request showing up in the my requests tab on the employee Center portal so the employee can go to the my request Tab and then they'll see a draft new draft request under their name where they can go in and complete all the missing information and hit submit and in which case it will follow the regular life cycle for this request and uh on the next so that was the transfer request option we have added a certificate of completion so if you're using uh docu sign then it's called certificate of completion if you're using Adobe sign then it's called an audit certificate so if you're using simple contracts and for ndas or third party contracts then in that case with along with uh the sign documents you can also see the certificate of completion uh attached to the sign document so that is one of the enhancements that we have in this release going on to the next one Version Control in Google Drive so um there was that and so I see a question already where uh where U around document revision or multiple documents for you know one record so that's where the Version Control comes in so we have added capability for Version Control in Google Drive with Google Drive for ndas and third party contracts and um I I'll have to check but I think we already had a Version Control for one drive for for the same so it really depends uh the response to the question it really depends uh for in regards to the document revision on which your document repository provider is and if it is supported then you can have document versioning so starting now we have the Google Drive integration so this was essentially the features that we wanted to discuss uh in terms of uh what's new in Vancouver as well as the November second release once again if you're on Utah you may or may not have access to all of these features so but it's always worth checking on the store page for that feature or work with your partner or account team to uh determine whether it is something that you can uptake and here's the link to our community page so if you have any questions then there's an active community that will uh help answer uh any of the questions that you have and at the same time uh the doc site has most of the things fairly well documented as well so if we go on to the next slide we have uh upcoming webinar as well so if you're a customer of legal service deliver and if you are interested in how other organizations are using Legal Service delivery to transform their business then we have a webinar and Andrew from bfair is going to discuss uh how they are transforming legal Ops at Wayfair using service now so definitely will be an interesting webinar to attend and I'll see if I can copy the link yeah I found the link I'll copy paste the link in the chat as well so you can register for this webinar through this link so thanks everyone we'll still be on in case you have any questions for for a few more minutes