Add a phase to a legal matter
Add a phase to a matter to track 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, you might already have the predefined phases in the matter from the template.
As a collaborator added to a legal matter, you can access and work on the legal matter just as matter owners can. However, you can't modify the Matter owner, Assignment group, and Assignment group permission fields.
Procedure
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Navigate to All > Legal Request > Legal Counsel Center.
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In the Legal Counsel Center tab, select the list icon [Omitted image "lsd-lcc-list-icon.png"] Alt text: List icon.
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In the Lists tab, open a legal matter by selecting an option under Matters.
|
Option |
Steps |
|---|---|
|
As an assignee |
The state of the legal matter updates to Work in Progress. |
|
As a collaborator |
|
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In the Name field, enter a unique name for the phase.
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In the Order field, enter a number to determine the order in which the phase should be processed.
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Click Save.
Result
A phase is added to the matter.
What to do next
Add tasks in the phase to manage activities in the matter. If the task has to be done by a different user, assign it to them.
Parent Topic:Work on a legal matter
--- title: Add a phase to a legal matter description: Add a phase to a matter to track specific tasks to complete the matter. locale: en-US canonical_url: https://www.servicenow.com/docs/r/employee-service-management/legal-matter-management/add-phases-to-legal-matter.html release: brazil product: Legal Matter Management classification: legal-matter-management topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Work on a legal matter, Use, Legal Matter Management, Legal Service Delivery, Legal and Contract Operations, Employee Service Management] --- # Add a phase to a legal matter Add a phase to a matter to track 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, you might already have the predefined phases in the matter from the template. As a collaborator added to a legal matter, you can access and work on the legal matter just as matter owners can. However, you can't modify the **Matter owner**, **Assignment group**, and **Assignment group permission** fields. ## Procedure 1. Navigate to **All** > **Legal Request** > **Legal Counsel Center**. 2. In the Legal Counsel Center tab, select the list icon \[Omitted image "lsd-lcc-list-icon.png"\] Alt text: List icon. 3. In the **Lists** tab, open a legal matter by selecting an option under **Matters**. <table id="choicetable_qbl_2bj_gtb"><thead><tr><th align="left" id="d674634e108"> Option </th><th align="left" id="d674634e111"> Steps </th></tr></thead><tbody><tr><td id="d674634e117"> **As an assignee** </td><td> 1. Select the **Assigned to Me** option. 2. Select a legal matter to work on. 3. If the legal matter is newly assigned to you, select **Start** to start working on it. The state of the legal matter updates to Work in Progress. </td></tr><tr><td id="d674634e146"> **As a collaborator** </td><td> 1. Select the **Collaborations** option. 2. Select a legal matter to work on. </td></tr></tbody> </table>4. To add a phase, in the **Phases** tab, click **New**. 5. In the **Name** field, enter a unique name for the phase. 6. In the **Order** field, enter a number to determine the order in which the phase should be processed. 7. Click **Save**. ## Result A phase is added to the matter. ## What to do next [Add tasks in the phase](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/legal-matter-management/add-tasks-to-legal-matter.md) to manage activities in the matter. If the task has to be done by a different user, assign it to them. **Parent Topic:**[Work on a legal matter]()
| title | Add a phase to a legal matter |
| description | Add a phase to a matter to track specific tasks to complete the matter. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/legal-matter-management/add-phases-to-legal-matter.html |
| release | brazil |
| product | Legal Matter Management |
| classification | legal-matter-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Work on a legal matterUseLegal Matter ManagementLegal Service DeliveryLegal and Contract OperationsEmployee Service Management |