---
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


---

# Promote a legal request to a legal matter through Mobile Agent

# Promote a legal request to a legal matter through Mobile Agent {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Promote a legal request to a legal matter when the request needs additional
investigation and evaluation and substantial time to work on.

## Antes de Iniciar

Ensure you have the Legal Matter Management app installed and the record
producer type in the associated intake form is set to Request and Matter. For more information, see [Add an intake form to a practice area](https://servicenow-prod.fluidtopics.net/njd_XlD3BdXkqNuu~5_4pA "Add an intake form to a practice area to associate it with a record producer and define assignment rules and service level agreements.").

Role required: sn_lg_ops.legal_fulfiller

## Procedimento

1. In the Mobile Agent, navigate to the Assigned Requests list.
2. Tap the assigned request you want to work on.
3. In the Details tab, tap Create Matter.
4. In the Create Matter from Template screen, indicate whether to use a template to create a legal matter.
   * To create a legal matter record with predefined data, such as phases and tasks, select a template name from the Matter template.
   * To create a legal matter record without any predefined data, leave the Matter template field empty.
   {#promote-legal-request-to-matter-mobile__choices_pgq_crw_1jb}
5. Tap the submit icon (![Submit icon.]()).

## Resultado

* A legal matter is created with details copied from the legal request.
* If you selected a matter template, the matter has predefined phases, tasks, and attributes from the template.
{#promote-legal-request-to-matter-mobile__ul_hb3_bxw_1jb}