You can track client-level financials in the ayora dashboard - head to the Clients sub-tab.
How it works
In the Clients view, ayora displays matter metrics and KPIs aggregated at client level. For example, if client Acme Group has three matters associated with it, ayora will display values for Acme Group that are aggregates of Acme’s three matters.
You can view the component matters by clicking on the View Matters button under each Client name.
What Client means
Clients are defined as client-level entities, and not Client Groups. For example, if you act for Acme Services Limited and Acme TopCo Limited - both part of Acme Group - ayora will display Services and TopCo entities separately.
Available data fields
Currently, ayora can display the following client-level fields. Use the Columns selection tool to customise your view.
- Recent flags
- Total Unbilled Time
- Total Billed Time
- Total Budget
- Total Disbursements Booked
- Total Disbursements Billed
- Total Unbilled Disbursements
- Total Billed
- Total Written Off
- Total Actual
- Mean Billing Realisation
- Mean Days to Pay Bill
- Mean Collection Realisation
- Bills
- Unpaid Bills
- Unpaid Bills (<90d)
- Unpaid Bills (>90d)