Summarize legal matters with case timeline, key documents, parties involved, financial exposure, and recommended actions for legal leadership reporting
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name
legal-matter-summarization
title
Legal Matter Summarization
description
Summarize legal matters with case timeline, key documents, parties involved, financial exposure, and recommended actions for legal leadership reporting
This skill provides a structured approach to summarizing legal matters in ServiceNow Legal Service Delivery. It helps you:
Retrieve and consolidate all information about a legal matter from sn_legal_matter and related tables
Build a chronological timeline of case events from tasks, work notes, and state transitions
Identify key documents, attachments, and correspondence linked to the matter
Catalog all parties involved including internal stakeholders, opposing counsel, and external entities
Calculate financial exposure including potential liability, settlement ranges, and legal spend
Generate executive-ready status reports for legal leadership and the General Counsel
When to use: When legal leadership needs a comprehensive briefing on a matter, when preparing for board reports, during case reviews, or when onboarding new counsel to an existing matter.
Plugin required:com.sn_legal_service_delivery
Prerequisites
Roles:sn_legal_case_user, sn_legal_case_manager, or sn_legal_admin
Access: Read access to sn_legal_matter, sn_legal_case, sn_legal_task, sn_legal_hold, and sys_attachment tables
Knowledge: Familiarity with your organization's legal matter taxonomy, matter lifecycle states, and reporting requirements
Plugin: Legal Service Delivery (com.sn_legal_service_delivery) must be activated
Procedure
Step 1: Retrieve the Legal Matter Record
Query the legal matter to obtain its core details, including current state, assigned counsel, and matter type.
GET /api/now/table/sn_legal_matter/[matter_sys_id]?sysparm_fields=sys_id,number,short_description,description,state,priority,matter_type,practice_area,assigned_to,assignment_group,opened_at,closed_at,financial_exposure,settlement_amount,outside_counsel,business_unit,risk_level&sysparm_display_value=
true
Step 2: Gather Associated Legal Cases
Retrieve all cases linked to this matter to understand the scope and status of each case.
GET /api/now/table/sn_legal_case?sysparm_query=legal_matter=[matter_sys_id]^ORDERBYopened_at&sysparm_fields=sys_id,number,short_description,state,priority,case_type,assigned_to,opened_at,closed_at,resolution_code,resolution_notes&sysparm_limit=50&sysparm_display_value=true
Step 3: Build the Case Timeline
Collect legal tasks and activity entries to construct a chronological timeline.
GET /api/now/table/sn_legal_task?sysparm_query=legal_matter=[matter_sys_id]^ORlegal_case.legal_matter=[matter_sys_id]^ORDERBYopened_at&sysparm_fields=sys_id,number,short_description,state,assigned_to,opened_at,closed_at,due_date,task_type,priority,work_notes&sysparm_limit=100&sysparm_display_value=true
Construct the timeline by sorting all events chronologically:
Date
Event Type
Description
Actor
2025-01-15
Matter Opened
New litigation matter created for patent dispute
Legal Ops
2025-01-20
Case Created
Initial assessment case LC0004521 opened
Senior Counsel
2025-02-01
Task Completed
Document preservation notice sent
Paralegal
2025-02-15
Hold Initiated
Legal hold LH0001234 placed on relevant custodians
Legal Ops
2025-03-01
Task Created
Discovery response due in 30 days
Outside Counsel
Step 4: Identify Key Documents and Attachments
Query attachments linked to the matter and its associated cases.
GET /api/now/table/sys_attachment?sysparm_query=table_name=sn_legal_matter^table_sys_id=[matter_sys_id]^ORtable_name=sn_legal_case^table_sys_idIN[case_sys_ids]^ORDERBYsys_created_on&sysparm_fields=sys_id,file_name,content_type,size_bytes,sys_created_on,sys_created_by,table_name&sysparm_limit=50
Categorize documents by type:
Pleadings: Complaints, answers, motions, briefs
Contracts: Agreements, amendments, SOWs under review
GET /api/now/table/sn_legal_hold?sysparm_query=legal_matter=[matter_sys_id]&sysparm_fields=sys_id,number,short_description,state,custodian,hold_type,initiated_date,released_date,hold_notice_sent&sysparm_limit=25&sysparm_display_value=true
Step 6: Assess Financial Exposure
Compile financial data from the matter and related records:
Potential liability: Value from sn_legal_matter.financial_exposure
Settlement range: Low and high estimates from matter record
Legal spend: Aggregate outside counsel fees from legal tasks
Reserves: Amounts set aside for potential outcomes
GET /api/now/table/sn_legal_task?sysparm_query=legal_matter=[matter_sys_id]^task_type=outside_counsel_invoice&sysparm_fields=sys_id,short_description,actual_cost,estimated_cost,vendor,invoice_date&sysparm_limit=100
Step 7: Generate the Executive Summary
Compile all gathered information into a structured summary report.
Structured queries for cases, tasks, holds, attachments
SN-Read-Record
Retrieve a single matter record by sys_id
SN-Update-Record
Update matter review date and notes
SN-Add-Work-Notes
Post the executive summary to the matter record
REST API Reference
Endpoint
Method
Purpose
/api/now/table/sn_legal_matter
GET
Query legal matters
/api/now/table/sn_legal_matter/{sys_id}
GET/PATCH
Read or update a matter
/api/now/table/sn_legal_case
GET
Retrieve associated cases
/api/now/table/sn_legal_task
GET
Retrieve tasks and timeline events
/api/now/table/sn_legal_hold
GET
Retrieve legal holds and custodians
/api/now/table/sys_attachment
GET
Retrieve document attachments
Best Practices
Privilege protection: Never include attorney-client privileged analysis in fields visible to non-legal users; use work notes or internal-only fields
Consistent format: Use the same summary template across all matters to enable comparison and portfolio-level reporting
Financial accuracy: Always verify financial exposure figures with the finance team before including in board-level reports
Timeliness: Generate summaries at least 48 hours before scheduled leadership briefings to allow counsel review
Completeness check: Verify that all active legal holds are accounted for; missing holds create significant litigation risk
Version control: Include the report date in every summary so readers know the currency of information
Confidentiality markings: Tag all summaries as Attorney-Client Privileged and Work Product where applicable
Troubleshooting
"Legal matter record not found"
Cause: The matter sys_id is incorrect or the matter has been archived
Solution: Search by matter number using sn_legal_matter with number=[MATTER_NUMBER]. Archived matters may require active=false in the query.
"No cases associated with this matter"
Cause: Cases were created without linking to the parent matter, or the matter is new
Solution: Search sn_legal_case by short description keywords or date range to find orphaned cases. Update their legal_matter reference field.
"Financial exposure fields are empty"
Cause: Financial data has not been entered or is maintained in a separate finance system
Solution: Check if your organization uses custom fields for financial tracking. Query sn_legal_task for outside counsel invoices to estimate spend.
"Attachment query returns no results"
Cause: Documents may be stored in a linked document management system rather than as ServiceNow attachments
Solution: Check for URL reference fields on the matter or case records pointing to external document repositories (SharePoint, iManage, NetDocuments).
