How to generate an AI matter summary
Ayora can generate an AI summary of the current matter status by analysing the matter’s time entries (time cards), including the time narratives. This gives a quick, plain-English view of what work has been done and what is likely coming next.
Generate the summary
- In the matters table, make sure the AI Summary column is visible.
- In the AI Summary column for the relevant matter, click Generate.
What the summary contains (structure)
The generated summary follows this structure:
- Matter Classification
- Matter Overview
- Client Profile
- Transaction/Matter Structure
- Value & Commercial Terms (if applicable)
- Core Workstreams & Principal Documents
- Key Parties & Stakeholders
- Chronology of Notable Events
- Legal & Commercial Complexities
- Current Status & Next Anticipated Steps
- Additional Observations
Refresh an existing summary
If the matter has changed (for example, new time entries have been added) you can refresh the summary:
- Click View in the Summary column to open the summary.
- Click Refresh in the top right corner.
Note on limited data
If there are very few time entries (or minimal narrative detail), the summary may be short and may not include many substantive observations.