Associate a matter template with an intake form

---
title: Associate a matter template with an intake form
description: Associate a matter template with an intake form that can be used when promoting a legal request to a legal matter to include predefined data.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/legal-request-management/associate-matter-template-with-intake-form.html
release: australia
product: Legal Request Management
classification: legal-request-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Add an intake form to a practice area, Create or modify a practice area, Configure, Legal Request Management, Legal Service Delivery, Legal and Contract Operations, Employee Service Management]
---

# Associate a matter template with an intake form

Associate a matter template with an intake form that can be used when promoting a legal request to a legal matter to include predefined data.

## Before you begin

**Note:** The Matter Template related list is available on the [Intake Form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-request-management/associate-categories-practice-area.md) form only when you have selected **Matter** or **Request and Matter** as the **Type** value.

Role required: sn\_lg\_ops.legal\_config or sn\_lg\_matter.matter\_config

## About this task

When [an existing matter template is updated and published](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-matter-management/create-legal-matter-template.md), the intake form reflects the latest version of the associated matter template.

## Procedure

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

2.  Open a practice area.

3.  Open the intake form from the Intake Form related list to which you want to associate a matter template.

4.  In the Matter Template related list, associate an existing matter template or create and associate a new matter template.

<table id="choicetable_tbn_1k5_t4b"><thead><tr><th align="left" id="d308713e111">

Option

</th><th align="left" id="d308713e114">

Steps

</th></tr></thead><tbody><tr><td id="d308713e120">

**Associate an existing matter template**

</td><td>

1.  Click **Edit**.
2.  Move the required template from the **Collection** list to the **Matter Templates List**.
3.  Click **Save**.


</td></tr><tr><td id="d308713e153">

**Create a template and associate it with the intake form**

</td><td>

1.  Click **New**.
2.  [Create a legal matter template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-matter-management/create-legal-matter-template.md).

In the **Intake form mapping** field of the Matter Template form, ensure that the current intake form is selected.

</td></tr></tbody>
</table>
## Result

The selected matter template is associated with the intake form.