Service offerings (catalogue)

Offerings describe the legal products and services your firm sells. Each Matter is normally created from an offering so the correct outcomes, components, and templates apply.

Where to find it

In the staff portal, Offerings appears under the Matters sidebar group (navLinks.ts, router name Offerings Public).

• The sidebar link is shown when you have Matter.View (menu filter in navLinks.ts).
• The /user/offerings route parent also declares Offering.View in user.router.ts; the global router guard uses canAll on matched meta.permissions, so you typically need both (or your tenant maps them together). If the menu appears but navigation fails, ask an administrator to add Offering.View.

What you can do on an offering

Depending on your permissions, an offering detail page can include:

Tab / area	Purpose
Info	Name, description, categorisation, and commercial setup.
Problem outcomes	Structured problems the offering solves and how outcomes are expressed.
Outcomes	Deliverables the firm commits to for this service line.
Documents	Templates and reference files linked to the offering.
Matters	Matters that were opened under this offering (read-only navigation into live work).
SharePoint	Firm document library locations associated with the offering, when configured.

How offerings connect to matters

When you create a matter, you typically pick an offering. That choice drives which components appear for time tracking, which Syntaq packs may be suggested, and how reporting groups matters.

Administration vs day-to-day use

Firm administrators maintain the offering catalogue (categories, components, resources) under Administration: Offerings. Practitioners use this Offerings area to understand what each service line includes before opening or discussing matters.

See also

• Matters overview
• Glossary: Offering