ayora Matter Management

The basics

• Welcome (& an interactive demo)
• Getting started
• Managing your profile
• Matter Management: FAQ

How-to guides: matter management

• How to generate an AI matter summary
• How to link a quote to a matter
• How to simulate a discount on a matter
• How to track client-level metrics and KPIs
• How to manage budgets
• How to plan your billing activities

See all 11 articles

Customising the dashboard

• Add or remove columns
• Organise your matter list

Understanding ayora KPIs

• Lockup days
• Realisation

New releases

• Discount simulator
• Auto-forward ayora emails to PAs
• Rename columns (firm admin)
• Advanced dashboard sort
• Retainers management