Promote a legal request to a legal matter through Mobile Agent

task australia Updated Sep 10, 2026 1 min read promote-legal-request-to-matter-mobile.md

Promote a legal request to a legal matter when the request needs additional investigation and evaluation and substantial time to work on.

Before you begin

Ensure you have the Legal Matter Management app installed and the record producer type in the associated intake form is set to Request and Matter. For more information, see Add an intake form to a practice area.

Role required: sn_lg_ops.legal_fulfiller

Procedure

In the Mobile Agent, navigate to the Assigned Requests list.
Tap the assigned request you want to work on.
In the Details tab, tap Create Matter.
In the Create Matter from Template screen, indicate whether to use a template to create a legal matter.
- To create a legal matter record with predefined data, such as phases and tasks, select a template name from the Matter template.
- To create a legal matter record without any predefined data, leave the Matter template field empty.
Tap the submit icon ([Omitted image "submit-icon.png"] Alt text: Submit icon.).

Result

A legal matter is created with details copied from the legal request.
If you selected a matter template, the matter has predefined phases, tasks, and attributes from the template.

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---
title: Promote a legal request to a legal matter through Mobile Agent
description: Promote a legal request to a legal matter when the request needs additional investigation and evaluation and substantial time to work on.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/legal-mobile/promote-legal-request-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: [Work on a legal request through Mobile Agent, Legal Mobile, Legal Service Delivery, Legal and Contract Operations, Employee Service Management]
---

# Promote a legal request to a legal matter through Mobile Agent

Promote a legal request to a legal matter when the request needs additional investigation and evaluation and substantial time to work on.

## Before you begin

Ensure you have the Legal Matter Management app installed and the record producer type in the associated intake form is set to **Request and Matter**. For more information, see [Add an intake form to a practice area](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-request-management/associate-categories-practice-area.md).

Role required: sn\_lg\_ops.legal\_fulfiller

## Procedure

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

2. Tap the assigned request you want to work on.

3. In the **Details** tab, tap **Create Matter**.

4. In the Create Matter from Template screen, indicate whether to use a template to create a legal matter.

- To create a legal matter record with predefined data, such as phases and tasks, select a template name from the **Matter template**.
- To create a legal matter record without any predefined data, leave the **Matter template** field empty.
5. Tap the submit icon \(\[Omitted image "submit-icon.png"\] Alt text: Submit icon.\).

## Result

- A legal matter is created with details copied from the legal request.
- If you selected a matter template, the matter has predefined phases, tasks, and attributes from the template.