Entering a Retainer Deposit on a Closed Matter

Updated April 14, 2025 17:54

Orion does not allow you to enter a retainer or trust deposit to a closed Matter. If it has to be entered on a Matter that is closed, the Matter will need to be reopened in File Maintenance Manager by removing the "closed date" from the Matter file. After the refund has been issued to the Client, go into File Maintenance and reclose the Matter.

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Entering a Retainer Deposit on a Closed Matter

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