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Legal service management template

Manage your legal contracts through the review cycle.

Request types
Questions for legal
Request a contract review
Emailed requests
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Legal service management queue view in Jira Service Management

Featured product: Jira Service Management

Effortlessly create, track and manage contracts and legal requests through the review cycle to resolution. Learn more

“Digital transformation is a buzzword, but Jira Service Management is helping make it tangible for us. Before, people were looking at shared drives, spreadsheets, and emails. Now they see their process as a digital product, through a form, a queue, a dashboard, and a workflow.”


Jeff Pittman

Director of IT Operations, Sony Music Publishing

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Legal service management template

Manage everything from contracts, policies, and every legal request in between.

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best for

Legal teams

key features

Customer portal

Workflows

Automation

Knowledge management

What is a legal service management template?

This template is designed to help streamline stakeholder management by helping you manage everything from contracts, policies, and every legal request in between. Easily transition through stages of the contract or policy cycle using built-in legal requests and workflows, or customize them to create a new template for your team's legal process.

What does the legal service management template include?

Customer portal

Create a service portal to manage legal requests. Shape request types and workflows to meet your organization’s needs.

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Workflows with approvals

Utilize a library of workflow templates, including a workflow with an approval stage for legal teams to manage requests like contract creation, policy reviews, and intellectual property.

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Automation for repetitive tasks

Remove the need to perform manual, repetitive legal tasks, and focus on the work that matters with automation.

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Knowledge base

Provide answers to common legal questions using a self-service portal. Leverage a knowledge base that surfaces relevant articles to deflect requests.

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Message bubbles

Collaborate with ease

Manage employee legal requests in one central location with an internal service desk that makes it easier for employees to submit requests and for your team to manage them.

Workflow

Keep contracts moving smoothly

Create clear end-to-end workflows to track contract review requests, and modify them to suit your team’s systems and processes. Easily see how close a contract is to resolution with clear workflow statuses and notifications.

Ticket

Resolve requests faster

Create automated approvals for easy tasks to streamline your team’s workload. Build an automated express-lane for simple tasks like issuing standard notices and letters that don’t require human intervention.

How to get started with the legal service management template

This template uses Jira Service Management to help you manage your legal contracts through the review cycle to resolution.

1. Set up your help center and portal
  

The help center allows employees to submit requests and access your self-service knowledge base. Learn more. 

2. Customize your request types
  

Help employees and agents by using tailored request types, or even creating your own. Learn more. 

3. Get smart about SLAs
  

Easily track Service Level Agreement (SLA) performance with pre-built reports that update in real-time. Learn more. 

4. Organize your queues
  

Align your queue with the way your teams triage and address legal requests. Learn more. 

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