---
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/australia/employee-service-management/legal-matter-management/add-phases-to-legal-matter.html
release: australia
product: Legal Matter Management
classification: legal-matter-management
topic_type: task
last_updated: "2026-03-12"
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="d677256e108">

Option

</th><th align="left" id="d677256e111">

Steps

</th></tr></thead><tbody><tr><td id="d677256e117">

**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="d677256e146">

**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/australia/markdown/australia/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]()