Add a phase in a legal matter through Mobile Agent

task australia Updated Sep 10, 2026 1 min read add-phase-to-matter-mobile.md

Add a phase to a legal matter to follow a structured approach to perform specific tasks to complete the matter.

Before you begin

Role required: sn_lg_matter.matter_fulfiller

About this task

If you created a legal matter using a matter template, the predefined phases are available in the matter from the template. You can add more phases as required.

Procedure

In the Mobile Agent, navigate to the Assigned Matters list.
Tap an assigned matter in which you want to add a phase.
Tap the actions icon ([Omitted image "action-icon.png"] Alt text: Actions icon.) and select the Create Phase option.
In the Enter Phase Name field, enter a unique name for the phase.
In the Enter Phase Order field, enter the order in which the phase should be worked on.
Tap the submit icon ([Omitted image "submit-icon.png"] Alt text: Submit icon.).

Result

A phase is added to the matter.

What to do next

Add tasks in the phase to manage activities in the legal matter. If the task has to be done by a different user, you can assign these tasks to that person.

50 lines · 2.0 KB Wrap lines

---
title: Add a phase in a legal matter through Mobile Agent
description: Add a phase to a legal matter to follow a structured approach to perform specific tasks to complete the matter.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/legal-mobile/add-phase-to-matter-mobile.html
release: australia
product: Legal Mobile
classification: legal-mobile
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Promote a legal request to a legal matter through Mobile Agent, Work on a legal request through Mobile Agent, Legal Mobile, Legal Service Delivery, Legal and Contract Operations, Employee Service Management]
---

# Add a phase in a legal matter through Mobile Agent

Add a phase to a legal matter to follow a structured approach to perform specific tasks to complete the matter.

## Before you begin

Role required: sn\_lg\_matter.matter\_fulfiller

## About this task

If you created a legal matter using a matter template, the predefined phases are available in the matter from the template. You can add more phases as required.

## Procedure

1. In the Mobile Agent, navigate to the **Assigned Matters** list.

2. Tap an assigned matter in which you want to add a phase.

3. Tap the actions icon \(\[Omitted image "action-icon.png"\] Alt text: Actions icon.\) and select the **Create Phase** option.

4. In the **Enter Phase Name** field, enter a unique name for the phase.

5. In the **Enter Phase Order** field, enter the order in which the phase should be worked on.

6. Tap the submit icon \(\[Omitted image "submit-icon.png"\] Alt text: Submit icon.\).

## Result

A phase is added to the matter.

## What to do next

[Add tasks in the phase](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-mobile/add-tasks-to-matter-mobile.md) to manage activities in the legal matter. If the task has to be done by a different user, you can assign these tasks to that person.