Assignment rule to automatically assign legal requests or matters

task brazil Updated Sep 10, 2026 1 min read create-assignment-rules-intake-form.md

Create an assignment rule for an intake form to assign the associated legal request or matter to a user or group.

Before you begin

Role required: sn_lg_ops.legal_config or sn_lg_matter.matter_config

Procedure

Navigate to All > Legal Administration > Practice Areas.
Open the intake form from the Intake Form related list.
In the Assignment Rules related list, click New.
On the form, fill in the fields.

Field	Description
Name	Unique name of the assignment rule.
Active	Option for marking the assignment rule active.A legal request is assigned to a group or user based on active assignment rules only.
Applies To tab
Table	Name of the table to which the assignment rule applies.
Conditions	Conditions under which the assignment rule applies. For example, to apply a rule when a legal request is submitted in a Privacy category, you would enter the following condition: [Category][is][Privacy].
Assign To tab
User	User to whom the legal request is assigned.
Group	User group to which the legal request is assigned.

5. Click **Submit**.

Result

An assignment rule with conditions is created. Any legal request or matter that meets the rule's conditions is assigned to the specified group or user.

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---
title: Assignment rule to automatically assign legal requests or matters
description: Create an assignment rule for an intake form to assign the associated legal request or matter to a user or group.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/legal-request-management/create-assignment-rules-intake-form.html
release: brazil
product: Legal Request Management
classification: legal-request-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Assigning legal request, Configure, Legal Request Management, Legal Service Delivery, Legal and Contract Operations, Employee Service Management]
---

# Assignment rule to automatically assign legal requests or matters

Create an assignment rule for an intake form to assign the associated legal request or matter to a user or group.

## Before you begin

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

## Procedure

1.  Navigate to **All** &gt; **Legal Administration** &gt; **Practice Areas**.

2.  Open the intake form from the Intake Form related list.

3.  In the Assignment Rules related list, click **New**.

4.  On the form, fill in the fields.

<table id="table_hzh_zdb_2jb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Name

</td><td>

Unique name of the assignment rule.

</td></tr><tr><td>

Active

</td><td>

Option for marking the assignment rule active.A legal request is assigned to a group or user based on active assignment rules only.

</td></tr><tr><td class="sub-head" colspan="2">

Applies To tab

</td></tr><tr><td>

Table

</td><td>

Name of the table to which the assignment rule applies.

</td></tr><tr><td>

Conditions

</td><td>

Conditions under which the assignment rule applies. For example, to apply a rule when a legal request is submitted in a Privacy category, you would enter the following condition:

 **\[Category\]\[is\]\[Privacy\]**.

</td></tr><tr><td class="sub-head" colspan="2">

Assign To tab

</td></tr><tr><td>

User

</td><td>

User to whom the legal request is assigned.

</td></tr><tr><td>

Group

</td><td>

User group to which the legal request is assigned.

</td></tr></tbody>
</table>5.  Click **Submit**.


## Result

An assignment rule with conditions is created. Any legal request or matter that meets the rule's conditions is assigned to the specified group or user.