Components installed with Legal Request Management
Several types of components are installed with activation of the Legal Request Management application, including tables and user roles.
Note: The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.
Demo data is available for this feature.
Roles
Note: Some roles in the Contains roles column are available with installation of the respective Legal Service Delivery application. For example, roles with an sn_lg_matter prefix are added when you install the Legal Matter Management application.
| Role title \[name\] | Description | Contains roles |
|---|---|---|
| Legal Administrator\[sn\_lg\_ops.legal\_admin\] | Provides administrative access to all legal apps and the underlying data. | - sn\_lg\_coi.coi\_admin - sn\_lg\_contracts.contracts\_admin - sn\_lg\_forensics.forensics\_admin - sn\_lg\_investigate.admin - sn\_lg\_ops.request\_admin - sn\_lg\_pa.pa\_admin - sn\_lg\_matter.matter\_admin - sn\_lg\_stock\_cp.stock\_config - sn\_lg\_cf\_workspace.admin - sn\_lg\_awa.admin - sn\_lg\_pi.admin |
| Legal Assignment Rules Administrator\[sn\_lg\_ops.legal\_assignment\_rules\_admin\] | Provides administrative access to the Assignment Rules module in legal apps. | - assignment\_rule\_admin - sn\_lg\_ops.legal\_user |
| Legal Catalog Administrator\[sn\_lg\_ops.legal\_catalog\_admin\] | Provides administrative access to the Catalog administration module in legal apps. | - catalog\_admin - catalog\_editor - sn\_lg\_ops.legal\_user |
| Legal Configurator\[sn\_lg\_ops.legal\_config\] | Provides access to configure data such as practice area, category, and legal matter templates. It doesn’t provide access to the transactional data of legal requests and matters. | - sn\_lg\_contracts.contracts\_config - sn\_lg\_forensics.forensics\_config - sn\_lg\_investigate.config - sn\_lg\_ops.request\_config - sn\_lg\_matter.matter\_config |
| Legal Event Administrator\[sn\_lg\_ops.legal\_event\_manager\] | Provides read-only access to the Events module in legal apps. | sn\_lg\_ops.legal\_user |
| Legal Fulfiller\[sn\_lg\_ops.legal\_fulfiller\] | Provides fulfiller access for working on assigned legal requests and matters. | - awa\_agent - sn\_lg\_contracts.contracts\_fulfiller - sn\_lg\_forensics.forensics\_fulfiller - sn\_lg\_investigate.fulfiller - sn\_lg\_ops.request\_fulfiller - sn\_lg\_matter.matter\_fulfiller |
| Legal Manager\[sn\_lg\_ops.legal\_manager\] | Provides access to all transactional data of legal requests and matters and permission to assign owners for requests and matters. | - sn\_lg\_coi.coi\_fulfiller - sn\_lg\_ops.legal\_event\_manager - sn\_lg\_ops.request\_manager - sn\_lg\_matter.matter\_manager |
| Legal Notification Administrator\[sn\_lg\_ops.legal\_notification\_admin\] | Provides administrative access to the Notifications module in legal apps to configure email notifications. Important: To add or modify notifications, you need the admin role. | - sn\_lg\_ops.legal\_user - usage\_admin |
| Legal Report Publisher\[sn\_lg\_ops.legal\_report\_publisher\] | Provides restricted access to legal request and legal matter data for publishing the related reports. | - report\_publisher - sn\_lg\_ops.legal\_report\_viewer - sn\_lg\_ops.legal\_user - pa\_power\_user - pa\_data\_collector |
| Legal Report Viewer\[sn\_lg\_ops.legal\_report\_viewer\] | Provides restricted access to users to view reports for legal requests and matters on the Legal Operations and Legal Executive dashboards. | - report\_user - sn\_lg\_ops.legal\_user - pa\_viewer |
| Legal Request Fulfiller\[sn\_lg\_ops.request\_fulfiller\] | Provides fulfiller access for working on assigned requests. |
Important: sn_lg_cf_workspace.legal_workspace_user inherits workspace_user that provides access to the Next Experience Workspace. |
| Legal SLA Read\[sn\_lg\_ops.legal\_sla\_read\] | Provides access to view SLAs created on requests. | sn\_lg\_ops.legal\_user |
| Legal User\[sn\_lg\_ops.legal\_user\] | Provides access to submit legal requests and track their progress. Can work on assigned tasks related to matters. | sn\_interview\_temp.reader |
| Request Administrator\[sn\_lg\_ops.request\_admin\] | Provides administrative access to the Legal Request module with full access to data. | - sn\_lg\_ops.legal\_catalog\_admin - sn\_lg\_ops.request\_config - sn\_lg\_ops.request\_manager |
| Request Configurator\[sn\_lg\_ops.request\_config\] | Provides access to configure data such as a practice area and category, and manage record producers through Catalog Builder. It does not provide access to the transactional data of legal requests. | - catalog\_builder\_editor - catalog\_editor - connection\_admin - email\_client\_quick\_message\_author - sla\_manager - sn\_lg\_ops.legal\_assignment\_rules\_admin - sn\_lg\_ops.legal\_notification\_admin - sn\_lg\_ops.legal\_user - sn\_lg\_stock\_cp.stock\_config - sn\_templated\_snip.template\_snippet\_writer |
| Request Manager\[sn\_lg\_ops.request\_manager\] | Provides access to all transactional data of legal requests and permission to assign requests. | sn\_lg\_ops.request\_fulfiller |
Scheduled jobs
Note: The following scheduled jobs are applicable when the Enable External Storage for attachment option is added to an intake form. For more information, see Add an intake form to a practice area.
| Scheduled job | Description |
|---|---|
| Process External Storage Permissions | The job selects and executes all scheduled permission records on documents for legal requests stored in external storage. |
| Retry External Document Failure | The job is executed on demand by the administrator to retry failed document uploads to external storage. |
Tables
Note: In addition to the following tables, tables specific to practice areas are installed with Legal Request Management. For more information, see Practice area tables for legal requests.
| Table | Description |
|---|---|
| Catalog Defaults\[sn\_lg\_ops\_catalog\_default\] | Stores service catalog defaults such as any declarations content or templates for specific legal request.Extends the Application File \[sys\_metadata\] table. |
| Category\[sn\_lg\_ops\_category\] | Stores intake forms of a practice area. These intake forms categorize legal requests into relevant groups.Extends the Application File \[sys\_metadata\] table. |
| CRM\[sn\_lg\_ops\_integration\_crm\] | Stores configuration details for Customer Relationship Management \(CRM\) apps such as Microsoft Dynamics CRM. Extends the Legal Integration table. |
| Document\(sn\_lg\_ops\_external\_document\) | Stores the details of the documents for legal requests stored in an external storage.This table is applicable when the Enable External Storage for attachment option is added to an intake form. For more information, see Add an intake form to a practice area. |
| Electronic Signature\[sn\_lg\_ops\_integration\_esignature\] | Stores configuration details for external electronic signature such as Adobe Acrobat Sign or Docusign.This table extends the Legal Integration table. |
| External Apps Configuration \(Deprecated\) \[sn\_lg\_ops\_external\_configuration\] | The table has been deprecated. Use the Legal Integration, Electronic Signature, and External Storage tables instead. |
| External Storage\[sn\_lg\_ops\_integration\_external\_storage\] | Stores configuration details for external storage systems such as Google Drive or Box.Extends the Legal Integration table. |
| Integration Provider\[sn\_lg\_ops\_integration\_provider\] | Stores the details of external apps used by Legal Service Delivery applications.Extends the Application File \[sys\_metadata\] table. |
| Legal Disposition\[sn\_lg\_ops\_legal\_disposition\] | Stores disposition details for legal requests such as patents, contracts, and lobbying. |
| Legal Event Schedule Entry\[sn\_lg\_ops\_schedule\_span\] | Stores scheduled items such as meetings or appointments for a legal department user. |
| Legal External Folder\(sn\_lg\_ops\_external\_folder\) | Stores URLs and details of folders created in the external storage system to save documents for each legal request.This table is applicable when the Enable External Storage for attachment option is added to an intake form. For more information, see Add an intake form to a practice area. |
| Legal Integration\[sn\_lg\_ops\_integration\_core\] | Stores configuration details of external applications for storage and electronic signatures. |
| Legal Profile\[sn\_lg\_ops\_legal\_profile\] | Stores all legal data associated with an employee such as active legal holds, full legal name, and citizenship information that can be used for specific Legal Practice Applications \(LPAs\). |
| Legal Profile Association\[sn\_lg\_ops\_legal\_profile\_association\] | Stores the association between a legal profile and legal requests or legal matters. |
| Legal Request\[sn\_lg\_ops\_request\] | Stores legal requests submitted by a user. |
| Legal Schedules\[sn\_lg\_ops\_schedule\] | Stores the schedule for a legal department user. |
| Legal Types\[sn\_lg\_ops\_legal\_type\_mapping\] | Stores the legal request type: Legal request, matter, or matter task. |
| Milestones\[sn\_lg\_ops\_milestone\_schedule\_span\] | Stores the milestones related to a legal request. |
| Option\[sn\_lg\_ops\_option\] | Stores the predefined options to change the default behavior of legal requests and legal matters. You can set these options while configuring the intake form of a practice area. For more information, see Add an intake form to a practice area.Extends the Application File \[sys\_metadata\] table. |
| Practice Area\[sn\_lg\_ops\_practice\_area\] | Stores practice area details.Extends the Application File \[sys\_metadata\] table. |
| Practice Area Lead\[sn\_lg\_ops\_m2m\_practice\_area\_lead\] | Stores practice area leads for different practice areas. |
| Subcategory\[sn\_lg\_ops\_subcategory\] | Stores the subcategories associated with an intake form of a practice area.Extends the Application File \[sys\_metadata\] table. |
Parent Topic:Legal Request Management reference