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
- Commenting on matters
- How to link matters
- How to view time entries, bills and timekeepers
- Responding to ayora alerts
- How to write-off a matter