Matter Status

  • Updated

Matter Status is a powerful on-screen inquiry program that allows you to access up-to-the-minute information on a Client’s aged accounts receivable, aged work in process, billing and payment history, and trust and retainer activity. Matter Status is an inquiry program only and no changes can be made to data from within this program.

Matter Status Button

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To view the status of a Client-Matter, choose the MATTER STATUS Button from the ORION Desktop Program Group Task Bar. The following screen will appear:

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Enter a valid Client and Matter code. If you would like to view the status of all matters for a Client, enter the Client Code and an asterisk (*) in the Matter field. You may use the F8 Look-Up Function or the LOOK-UP Button to locate a valid code.

Status Folder                                                             

The Status Folder provides some general information on the Client-Matter as well as system to date numbers. Following is a list of each of the categories displayed and a brief explanation of each.

Field Description
Responsible

This field contains the Timekeeper named assigned as the Responsible (Billing) Attorney in the Matter Input and Edit Program.
Opened This is the date the Matter was opened.
Closed This is the date the Matter was closed. If blank, the Matter is still Open
Type of Law This is the Type of Law assigned in the Matter Input and Edit Program.
Fee Arrangement The fee arrangement will be hourly, flat fee, contingency or non-billable.
Bill Status This field will contain selected, deferred or invoiced.
Quoted Price This field will contain, when entered, a price quoted for legal services.

Last Billing Date/Amount

 This reflects the Last Invoice Date and Amount of the last posted Invoice for the Matter.

Last Payment Date/Amount

This reflects the Last Payment Date and Amount entered for the Matter, regardless of whether or not it has been applied and/or posted.
Work-in-Process This reflects the current value of all time and expenses which has not been invoiced.
Accounts Receivable This reflects the current value of all time and expenses unpaid by the Client.
Retainer Balance

This field will reflect Retainers Applied as Payments,

regardless of whether or not they are applied and/or posted.
Trust Balance This field will reflect Trusts Applied as Payments, regardless of whether or not they are applied and/or posted.
Billed Fees This amount represents total billed fees system to date but it does not reflect amounts contained in unposted invoices.
Billed Costs This amount represents total billed client advances system-to- date but it does not reflect amounts contained in unposted invoices.
Billed Expenses This amount represents total billed expenses system-to-date but it does not reflect amounts contained in unposted invoices.
Billed Interest

This amount represents total billed interest system to date but it does not reflect amounts contained in unposted invoices.
Paid Fees This amount represents total paid fees (PMT, RAP and TAP transactions) system to date but it does not reflect amounts contained in unposted payments.
Paid Costs This amount represents total paid client advances (PMT, RAP and TAP transactions) system-to-date but it does not reflect amounts contained in unposted payments.
Paid Expenses This amount represents total paid expenses (PMT, RAP and TAP transactions) system-to-date but it does not reflect amounts contained in unposted payments.
Paid Interest This amount represents total paid interest (PMT, RAP and TAP transactions) system to date but it does not reflect amounts contained in unposted payments.
Credits/Write-Offs This amount represents total write-offs and credits, system-to- date, broken down by Fees, Costs, Expenses and Interest, but it does not reflect amounts contained in unposted transactions.

Receivables Folder                                                             

To view Aged Accounts Receivable for the Client-Matter, choose the Receivables Folder. The following screen will appear:

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The Receivables Folder displays aged accounts receivable for the Client-Matter. The receivables are broken down into Aging Categories and by Fees, Costs, Expenses and Interest. The figures in this section do not reflect unposted invoices or unapplied accounting transactions (as seen by right-clicking with the mouse on the Special Status Notice indicator).

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Work-In-Process Folder                                                             

To view Work-in-Process for the Client-Matter, choose the Work-in-Process Folder. The following screen will appear:

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The Work-in-Process Folder displays Work-in-Process in aging categories broken down by Fees, Costs, Expenses and Interest. To view a list of fees that are in Work-in-Process, click on the word Fees found in bold and underscored. The following screen will appear:

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No changes can be made to the Fees through this program as it is for inquiry purposes only.

To view a list of Costs that are in Work-in-Process, click on the word Costs found in bold and underscored. The following screen will appear:

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No changes can be made to the Costs through this program as it is for inquiry purposes only.

To view a list of Expenses that are in Work-in-Process, click on the word Expenses found in bold and underscored. The following screen will appear:

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No changes can be made to the Expenses through this program as it is for inquiry purposes only.

To view a list of Interest charges that are in Work-in-Process, click on the word

Interest found in bold and underscored. The following screen will appear:

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No changes can be made to the Expenses through this program as it is for inquiry purposes only.

A/R Ledger Folder                                                             

To view an on-screen history of Invoice and Accounting Transactions for the Client-Matter, choose the A/R Ledger Folder. The following screen will appear:

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You may choose to view all transactions or to start your list from a particular date or from the first open Invoice. When the list is originally displayed, it is listed in order by transaction date and the right hand column shows the net balance due for the Client-Matter. Click the Reference column to display the list in Invoice Number order. The right hand column will now show the balance due on each individual Invoice. Click on the Set Listing Start Date Button to enter a starting date for transactions if you have chosen to view transactions from a particular date on.  To view the detail or reprint an Invoice listed on the screen, double-click using the right mouse button on the specific Invoice and choose to send the Invoice to the printer or the screen. The Invoice will be reprinted using the Invoice Style set up in the Matter file. The screen will appear as follows:

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To reprint the Invoice, click on the Reprint Invoice Button and choose to send the Invoice to the printer or the screen. The Invoice will be reprinted using the Invoice Style selected on this screen.  To view the details of an accounting transaction, double click on the specific payment. The screen will appear as follows:

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The program will display the record number of the transaction, the amount of the accounting transaction and how much is applied and unapplied and the Invoice(s) to which it is applied.

Retainer and Trust Folder                                                             

To view an on-screen history of Retainer or Trust Transactions for the Client- Matter, choose the Retainer and Trust Folder. The following screen will appear:

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To view the detail of a specific Retainer Transaction on the screen, double click on the transaction. The following screen will appear:

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The program will display the record number and date of the transaction, the accounting code of the transaction, the description and invoice number of the application.  To view an on-screen history of Retainer or Trust Transactions for the Client- Matter, choose the Retainer and Trust Folder. The following screen will appear:

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To view the detail of a specific Trust Transaction on the screen, double click on the transaction. The following screen will appear:

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The program will display the record number and date of the transaction, the accounting code of the transaction, the description and invoice number of the application.

Budget Folder                                                             

To view Budget analysis for the Client-Matter, choose the Budget Folder. The following screen will appear:

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Details Folder                                                             

To view Accounting Details for the Client-Matter, choose the Details Folder. The following screen will appear:

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Printing a Matter Status Report                                                             

To print a Matter Status Report including full Billing and Payment History, click the PRINT Button. The order in which the history will print is based on the display options you set while viewing the A/R Ledger.

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