---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create a legal matter template

# Create a legal matter template {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

Create a legal matter template that you can apply to a legal matter when promoting
from a legal request. The legal matter created using the template contains predefined data
such as phases, tasks, ownership, and approvals.

## Antes de Iniciar

Role required: sn_lg_matter.matter_config

## Por Que e Quando Desempenhar Esta Tarefa

You can also reuse an existing matter template to create a matter template. To do
that, you can open an existing template and copy it using the Copy Template related link. You can then modify the newly created
template as required.

## Procedimento

1. Navigate to AllLegal MatterTemplatesAll.
2. Click New.
3. On the form, fill in the fields.  
   {#create-legal-matter-template__table_xfp_wby_3jb__entry__2}

   | Field | Description |
   |-|-|
   | Number | System-generated template number. |
   | Name | Unique name for the matter template. |
   | Approver group | User group to approve the matter template to publish. Any user belonging to the selected approver group can approve the matter template. If the approver group is empty, the template is published when saved. The state of the template updates to Published. |
   | Flow | Workflow associated with the matter. |
   | State | State of the matter template. The default value when creating a matter template is Draft. |
   | Active | Option for marking the matter template active. Only active matter templates are available for selection when creating a matter. |
   | Intake form mapping | The intake form to which the matter is mapped. While promoting a legal request to a matter, the intake form mapping enables the associated matter template available for legal fulfillers to select and apply to the promoted matter. |
   | Matter Defaults section ||
   | Template | Default values that pre-populate the fields of a legal matter form that is created using the template. Select a field from the list and enter a default value. |
   [Tabela 1. Matter Template form]

   {#create-legal-matter-template__table_xfp_wby_3jb}
4. Click Submit.  
   A legal matter template is created in the Draft state. The Phases, Tasks, Approvals, and Approver Groups related lists are displayed.
5. In the Phases related list, [create phase
   templates](https://servicenow-prod.fluidtopics.net/bkCLdaFbYHmhJEYSv~X3ow "Create a phase template for a matter template for resolving the matter in an organized way. When you apply a legal matter template while creating a matter, the associated phases from the template are added by default to the matter.").
6. In the Tasks related list, [create task
   templates](https://servicenow-prod.fluidtopics.net/wNVNv2wyjGch9GN0AiZeBg "Create a task template within a phase template of a legal matter template. When you apply a legal matter template while creating a matter, the associated phases and tasks from the template are added by default to the matter.").  
   You can also create matter task templates from the Tasks related list on the Matter Phase Template form.
7. In the Approver Groups related list, add user groups to whom the matter template is sent for approval.
   1. In the Approver Groups related list, click Edit.
   2. On the Edit Members form, select a user group from the Collection list and click Add to add it to the Approver Groups List.  
      Only the user groups from the Legal department are listed in the Collection list.
   3. Click Save.  
      The selected approver groups are added to the Approver Groups related list. The members of these groups are listed in the Approvals related list. An email notification is sent to these members for approval of the matter template.  
      Nota:  
      Any user who belongs to multiple groups will only receive one notification and will only appear once in the Approvals list.
   {#create-legal-matter-template__substeps_sjg_dpz_ysb}
8. Click Submit for approval.  
   * If an approver group is selected, the template is sent to the group for approval. The state of the matter template updates to Waiting Approval. Anyone from the approver group can [review and approve the
     matter template](https://servicenow-prod.fluidtopics.net/61KvDspoHnZ9vdI05o9Oyw "Review and approve or reject a matter template that is assigned to a user group of which you are a member. An approved matter template is published and is available for use when promoting legal requests to legal matters.") to publish it.
   * If an approver group is not selected, the matter is directly published and its state is Published.

   {#create-legal-matter-template__ul_idv_3ks_v4b}  
   Nota:  
   When an existing matter template is updated and published, any associated intake forms reflect the latest version of the template.
{#create-legal-matter-template__matter-template}
* **[Create a phase template for a matter template](https://servicenow-prod.fluidtopics.net/bkCLdaFbYHmhJEYSv~X3ow)**   
  Create a phase template for a matter template for resolving the matter in an organized way. When you apply a legal matter template while creating a matter, the associated phases from the template are added by default to the matter.
* **[Create a task template within a phase template](https://servicenow-prod.fluidtopics.net/wNVNv2wyjGch9GN0AiZeBg)**   
  Create a task template within a phase template of a legal matter template. When you apply a legal matter template while creating a matter, the associated phases and tasks from the template are added by default to the matter.