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

Configure AI Search for Legal Counsel Center

Configure your AI Search implementation for Legal Counsel Center Workspace.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Now Experience Framework > UI Builder.

  2. Search and select Legal Counsel Center from the Experiences section of the UI Builder homepage.

  3. Select Settings to open the experience settings.

  4. Search and select the Search source drop-down in the Global search section.

  5. Select Legal Counsel Center AI Search from the drop-down.

  6. Select Save.

  7. Go back to the homepage and navigate to All > AI Search > AI Search Index > Indexed Sources.

  8. The AI Search Indexed Sources page is displayed.

    Search for the following indexed sources:

    • Legal Requests
    • Legal Matters
    • Legal Matter Task
    • Select each of them to open.
  9. Select Index All Tables for each of them.

    This process generates the indexes for all the tables. You need not perform any task on the opened page and you can close the page.

Result

The AI Search for Legal Counsel Center is configured and is available for consumption in the Legal Counsel Center Workspace.

Parent Topic:Configure Legal Counsel Center Workspace