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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Associate a matter template with an intake form

# Associate a matter template with an intake form {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Associate a matter template with an intake form that can be used when promoting a
legal request to a legal matter to include predefined data.

## Before you begin

Note:  
The Matter Template related list is available on the [Intake Form](https://www.servicenow.com/docs/pSCjCuXu3V_x~SjKapjy0g "Add an intake form to a practice area to associate it with a record producer and define assignment rules and service level agreements.") form only when you have selected Matter or Request and Matter as the Type value.Role required: sn_lg_ops.legal_config or sn_lg_matter.matter_config

## About this task

When [an
existing matter template is updated and published](https://www.servicenow.com/docs/K1wRY_Gfw~8gICdXXyKK2A "Create a legal matter template that you can apply to a legal matter when promoting from a legal request. The legal matter created using the template contains predefined data such as phases, tasks, ownership, and approvals."), the intake form
reflects the latest version of the associated matter template.

## Procedure

1. Navigate to AllLegal AdministrationPractice Areas.
2. Open a practice area.
3. Open the intake form from the Intake Form related list to which you want to associate a matter template.
4. In the Matter Template related list, associate an existing matter template or create and associate a new matter template.

   | Option | Steps |
   | Associate an existing matter template | 1. Click Edit. 2. Move the required template from the Collection list to the Matter Templates List. 3. Click Save. {#associate-matter-template-with-intake-form__ol_v5j_rd4_glb} |
   | Create a template and associate it with the intake form | 1. Click New. 2. [Create a legal matter template](https://www.servicenow.com/docs/K1wRY_Gfw~8gICdXXyKK2A "Create a legal matter template that you can apply to a legal matter when promoting from a legal request. The legal matter created using the template contains predefined data such as phases, tasks, ownership, and approvals."). In the Intake form mapping field of the Matter Template form, ensure that the current intake form is selected. {#associate-matter-template-with-intake-form__ol_e1c_124_glb} |
   |-|-|

   {#associate-matter-template-with-intake-form__choicetable_tbn_1k5_t4b}

## Result

The selected matter template is associated with the intake form.

*[\>]: and then