Filter and sort matters
You can filter the matters shown in Manage to focus on the work that needs attention.
To open filters, click Filters in the Dashboard tab. You can clear all applied filters at any time by clicking Clear.
Quick Filters
Use Quick Filters for common views:
- Completed matters
- Incomplete matters
- Hide no unbilled time and debt (hides matters with no unbilled time and no outstanding debt)
Unbilled Time Range
Use the Unbilled Time Range slider to show only matters within a specific unbilled time band. This is useful for isolating high-WIP matters, or excluding very small balances.
Filter by client, matter roles, and matter group
You can also filter matters by:
- Client
- Matter Partner
- Matter Group
Ayora also supports filtering by any other formal timekeeper role used by your firm (where Ayora consumes that role data). For example, if your PMS provides roles such as Billing Attorney or Client Partner, you can use those roles as filter criteria too.
Advanced filters (combine multiple criteria)
Click Advanced to apply more detailed filtering. Advanced filtering lets you combine multiple filter criteria at the same time, so you can narrow the list to exactly what you need (for example: a specific client and incomplete matters and a minimum unbilled time threshold).
Sorting
You can also sort matters by your metric of choice by clicking on the relevant column heading (click on it again to reverse the order).
Pin matters to the top
Do you want to always keep certain matters at the top? Click on the star icon (left to the matter name) to pin it to the top.
Export to CSV
You can export the entire dataset displayed in the Dashboard tab to CSV by clicking on the Export button.