Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Use the Now Assist for Legal Service Delivery (LSD) capabilities from the Now Assist panel

Use the contextual generative AI capabilities, such as a request summary by using the conversational interface in the Now Assist panel.

Before you begin

Make sure that Next Experience is enabled in the instance. For more information, see Next Experience UI.

Role required: sn_lg_gen_ai.request_fulfiller

About this task

You can use the Now Assist panel to request a summary.

For more information about the Now Assist panel, see Now Assist panel. For information about activating the Now Assist panel, see Activate the Now Assist panel standard chat.

Procedure

  1. Log in to an instance where the Now Assist for LSD application is installed.

  2. Navigate to Workspaces > Legal Counsel Center.

  3. Request the generative AI capabilities in LSD for summarization by selecting the Now Assist icon

Image omitted: icon-ai-sparkle.png
Now assist icon..
  1. After you request the generative AI capabilities, select Summarize a record.

  2. Enter the record number that you want to summarize.

    The summary is displayed.

Image omitted: lsd-na-side-panel.png
Now Assist panel with selections for generating a request summarization

Parent Topic:Summarize a legal request or matter by using Now Assist for Legal Service Delivery (LSD)