Add a phase in a legal matter through Mobile Agent

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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 (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 (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.