Matter outcomes
Outcomes describe what the firm is trying to achieve for the client on a matter (for example “property settled”, “defence concluded”). They align with your offering model and help reporting.
Where to find it
Open a matter, then select the Outcomes tab.
Typical activities
- Review default outcomes copied from the offering when the matter was created.
- Mark outcomes achieved or abandoned as the file progresses.
- Add notes linking outcomes to time entries or documents for auditability.
- Add or remove outcomes and components (subject to rules when time is already posted).
For step-by-step screenshots (add/delete outcome, components, timers on components), see the Outcomes section of the Matters page.