ConfigBot for ServiceNow - Legal Service Delivery enables administrators to manage and maintain legal service related configurations in ServiceNow through a structured spreadsheet interface. The module supports reversing existing legal service configurations from a ServiceNow instance into structured sheets, where users can review, validate, compare, and automate records.

Using Legal Service Delivery, administrators can efficiently manage legal service configuration, including practice areas, intake processes, matter templates, and their associated phases and tasks. The module provides a centralized approach to maintaining configuration consistency, identifying differences between instances, validating existing records, and applying configuration changes through automation.

The following article explains how to use the Legal Service Delivery module in ConfigBot to perform different operations. 

Step 1: Log in to ConfigBot 

Enter your username and password, then click Submit to access the portal. 

Step 2: Access the Legal Service Delivery Module: 

From the Home Screen, Navigate to Legal Service Delivery and click on the Legal Service Delivery module tile. 

Step 3: Create a New Iteration: 

Click the Add New Iteration button 

• Enter the Iteration Number 
• Select the Workspace or ADD NEW Workspace  
• Enter Host Address  
• Choose the Instance Type  
• Enter your Company ID and Username  
• Add a short Description  

After filling in all details, click Submit to create your iteration. 

Step 4: Set the Filter Configuration: 

Once the iteration is created, open the workbook and navigate to Config Sheet and select filter type, as I have selected Fetch All filter type so it will fetch all records present in the instance.

You can also select other filters type   

• Fetch All: will fetched all the records from the instance  
• Fetch All, except these: will fetch all records except those that are mentioned in the next column.  
• Fetch Only: will fetch the records that are mentioned in the next column.  
• Fetch Active Only: will only fetch active records.  
• Fetch In Active Only: will only fetch inactive records.  
• Fetch By Query: will only fetch records that are associated with the query 

Step 5: Generate Workbook

Once the iteration is created, click on the Hamburger Menu and select Generate workbook. 

In the pop-up window:  

• Enter your ServiceNow password  
• Add any execution notes
• In Advanced Options, Select All box to Generate workbook. 
• Click Confirm and Start to process execution 

This step prepares the workbook with the basic configuration setup and backfilled the data from ServiceNow instance. 

Step 6: Review Results

Once the status shows Complete, open the generated workbook, and navigate to each sheet to see the data backfilled successfully from the instance.

Automation (Configure Records using ConfigBot):

Step 1: Open Generated Workbook: 

Click on sheet icon to open generated workbook 

• Navigate to the desired Sheet.
• Create and update the records. 

Step 2: Create Practice Areas:

Fill all the fields such as Name, and other required fields to create a valid Record. 

Step 3: Create Intake Forms:

In Column F, Select your recent configured Practice Area, and fill all other required fields to create a valid Record. 

Step 4: Create Matter Templates:

In Column F, Select your recent configured Intake Form, and fill all other required fields to create a valid Record.

Note: Navigate back to the Intake Form sheet. You can now see the Matter Template available in the Column L dropdown options. Select the required Matter Template to associate it with the Intake Form.

Step 5: Create Matter Phase Templates:

In Column F, Select your recent configured Matter Template, and fill all other required fields to create a valid Record. 

Step 6: Create Matter Task Templates:

In Column F, Select your recent configured Matter Phase Template, and fill all other required fields to create a valid Record. 

Step 7: Maintain Update Set:

Finally, navigate to the Config sheet. Set Maintain Update Set to Yes and enter the desired Update Set Name.

Note: Make sure to pending the status of each record before running automation. 

Step 8: Start Configuration 

• Once your configuration data is set:  
• Return to your Workspace in ConfigBot.  
• Click the Hamburger Menu and select Request Reprocess. 

Click the Hamburger Menu again and select Start Configuration 

In the pop-up window: 

• Enter your ServiceNow password 
• Add any notes 
• Select the checkbox “Select All” (as we automated all sheets) 
• Click Confirm and Start to execute 

Step 9: Monitor Progress:

You can click the Information logs (🛈) icon on your iteration to monitor the processing status in real time. 

Once the execution Complete, proceed to review your results. 

You will notice highlights across multiple tabs: 

• Red Highlights → Indicate configuration differences between the values currently maintained in the sheet and those available in the ServiceNow instance. These highlights help identify areas where changes have been made or where the configurations are not aligned. 
• Green Highlights → Indicate matching configuration values between the sheet and the ServiceNow instance, confirming that no configuration changes have been identified. 

Validation (Validate Configuration Changes from the sheet): 

Step 1: Open the Generated workbook 

Click on the sheet icon to open the generated workbook 

Step 2: Change the status to Pending  

Navigate to the desired sheet for which you want to validate the data and change the Processing Status to “Pending” 

Step 3: Start Execution (Validation) 

Once the Processing Status is set to Pending, close the workbook and navigate back to workspace 
Click on the hamburger menu icon and select “Request Reprocess”

Click on the hamburger menu icon one more time and now select “Start Validation” 

In the pop-up window: 

• Enter your ServiceNow instance password. 
• Add any execution notes 
• Select the checkbox for the desired sheet 

Click Confirm and Start to start execution. 

Step 4: Review Results: 

Once the execution status changes to Complete, open the generated workbook. 

You will notice highlights across multiple tabs: 

• Red Highlights → Indicate configuration differences between the values currently maintained in the sheet and those available in the ServiceNow instance. These highlights help identify areas where changes have been made or where the configurations are not aligned.  
• Green Highlights → Indicate matching configuration values between the sheet and the ServiceNow instance, confirming that no configuration changes have been identified. 

Compare (Compare Between Two Executions): 

Step 1: Should have two Generated Workbooks   

Ensure that you have two workbooks generated.  

Step 2: To Start Compare Execution: 

Click on the hamburger menu icon and select “Request Reprocess” 

Click on the hamburger menu icon one more time and now select “Compare iteration” 

In the pop-up window: 

• Select the iteration you want to compare against. 
• Click Confirm and Start to start the execution process. 

Once the status shows complete, open the workbook and navigate to each sheet to see the changes 

You can notice highlights across multiple tabs: 

• Red Highlights – Indicate differences between the two iterations. 
• Green Highlights – Indicate matching values across both workbooks. 

These color coded results allow you to instantly identify what has changed or remained consistent between the two ServiceNow instances. 

Or we can also Navigate to the “Compare Summary” Sheet, to find the differences 

This Sheet provides a quick and reliable way to verify data consistency between executions. Instead of manually inspecting records, you can visualize differences and matches in a structured tabular form.

Thank You.

Updated on: 10/03/2026