---
sourceDocument: Zurich Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/employee-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Assign rule for legal requests or matters

# Assignment rule to automatically assign legal requests or matters {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create an assignment rule for an intake form to assign the associated legal request or matter to a user or group.

## Before you begin

Role required: sn_lg_ops.legal_config or sn_lg_matter.matter_config

## Procedure

1. Navigate to AllLegal AdministrationPractice Areas.
2. Open the intake form from the Intake Form related list.
3. In the Assignment Rules related list, click New.
4. On the form, fill in the fields.  
   {#create-assignment-rules-intake-form__table_hzh_zdb_2jb__entry__2}

   | Field | Description |
   |-|-|
   | Name | Unique name of the assignment rule. |
   | Active | Option for marking the assignment rule active. A legal request is assigned to a group or user based on active assignment rules only. |
   | Applies To tab ||
   | Table | Name of the table to which the assignment rule applies. |
   | Conditions | Conditions under which the assignment rule applies. For example, to apply a rule when a legal request is submitted in a Privacy category, you would enter the following condition: \[Category\]\[is\]\[Privacy\]. |
   | Assign To tab ||
   | User | User to whom the legal request is assigned. |
   | Group | User group to which the legal request is assigned. |
   [Table 1. Assignment Rule form]

   {#create-assignment-rules-intake-form__table_hzh_zdb_2jb}
5. Click Submit.

## Result

An assignment rule with conditions is created. Any legal request or matter that meets the rule's conditions is assigned to the specified group or user.

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