---
title: Promote a legal request to a legal matter through Mobile Agent
description: Promote a legal request to a legal matter when the request needs additional investigation and evaluation and substantial time to work on.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/legal-mobile/promote-legal-request-to-matter-mobile.html
release: australia
product: Legal Mobile
classification: legal-mobile
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Work on a legal request through Mobile Agent, Legal Mobile, Legal Service Delivery, Legal and Contract Operations, Employee Service Management]
---

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

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

## Before you begin

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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-request-management/associate-categories-practice-area.md).

Role required: sn\_lg\_ops.legal\_fulfiller

## Procedure

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.
5.  Tap the submit icon \(\[Omitted image "submit-icon.png"\] Alt text: Submit icon.\).


## Result

-   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.