Add a phase in a legal matter through Mobile Agent
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
In the Mobile Agent, navigate to the Assigned Matters list.
Tap an assigned matter in which you want to add a phase.
Tap the actions icon (
Actions icon.\) and select the **Create Phase** option.
In the Enter Phase Name field, enter a unique name for the phase.
In the Enter Phase Order field, enter the order in which the phase should be worked on.
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.