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Customize summarization skill › Configure › Now Assist for Legal Service Delivery \(LSD\) › Legal Service Delivery › Legal and Contract Operations › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure variables for Now Assist summarization

Configure the variables of the practice areas that you want to be considered as inputs for legal request or matter summarization by using the Now Assist application.

Before you begin

Role required: admin or sn_lg_ops.legal_admin

Procedure

  1. Navigate to All > Legal Administration > Practice Areas.

  2. Select the practice area, such as Contracts, Ethics, or Compliance, that you want to add the variables to.

  3. On the Intake Forms tab, select and open the record.

  4. In the information message at the top of the page, select the link here to edit the intake form record.

  5. Unlock and select the variables by selecting the variables for summarization (

Image omitted: lock.png
Lock icon.\) icon.
**Note:** Only single-row variables that aren’t mapped to a field are visible.
  1. Add a single variable or multiple variables to an intake form of the practice area.
OptionSteps
Add a single variable1. Open the list of variables by selecting the Lookup using list icon \(
Image omitted: magnify-glass-outline-icon.png
Lookup using list icon\).
2. Find the variable by using the search bar or scrolling. 3. Select the variable to add.
Add multiple variables
  1. Open the Edit Members window by selecting the Add/Remove multiple icon (
    Image omitted: add-multiple-icon.png
    Add/Remove multiple icon.) icon.</li>
  2. In the Available Variables list, use the search bar or scroll to find and select the required variables.
  3. Move the variables to the Selected Variable list by selecting the right arrow icon (
    Image omitted: right-arrow-icon.png
    Right arrow icon.).</li>
  4. If you want to remove a variable, select it from the Selected Variables list and select the left arrow icon (
    Image omitted: left-arrow-icon.png
    Left arrow icon.).</li>
  5. Apply the selected variables by selecting Save.
  6. If you don’t want to save changes, select Cancel.
  1. Lock the selected variables by selecting the unlock key icon
Image omitted: unlock-icon.png
Unlock key icon.\).
  1. Select Update.

Result

All the selected variables are added to the intake form of the practice area.

What to do next

You can add variables to the intake forms of other practice areas by repeating the steps in this procedure.

To summarize a legal request or legal matter, see Summarize a legal request or matter by using Now Assist for Legal Service Delivery (LSD).