Law Type Codes

  • Updated

Orion requires that each matter be assigned a Type of Law Code. This allows you to run various reports by Type of Law and to track income by Type of Law. If you wish to group certain law types together, you should begin each Type of Law Code for a group with the same letter or letters. For example, to group all litigation matters together, begin the code with LI, such as:

  • LI - Litigation
  • LICON - Construction Litigation
  • LIDEF - Defense Litigation
  • LIPLA - Plaintiff Litigation

 

These matters can then be reported by their specific Type of Law or by their group (for example, Litigation).

 

You should establish a non-billable law type for non-billable activities. We suggest tracking administrative time, vacation and sick leave, business development time, and time spent in continuing legal education.

 

Type of Law Codes are entered through the Manage Codes option found under the Tools button.

 

Adding a Type of Law Code


Use this procedure to add a Type of Law Code.

  

Steps

 

To add a Type of Law Code:

 

  1. From the Button Bar, click Tools and select Manage Codes.
  2. In the Show Codes for field, select Law Types.
  3. From the button bar, click New. The following screen appears.
  4. Fill in the fields as required. For details, see "Field Descriptions – Type of Law Code Entry Screen." 
  5. Click Save or press the F10 key.

 

Field Descriptions – Type of Law Code Entry Screen

 

The following table describes the fields.

 


Field
 Description
Code
 A five-digit alphanumeric field. You must have at least one Type of Law Code on file.
Description
 A unique description for the Code. This description appears on reports printed by Type of Law.
GL Account
 If the General Ledger module is not installed, you will be unable to access these fields. If you are running the General Ledger module, these are required fields. Enter the General Ledger income account number for fee payments associated with this Type of Law Code. While in this field, you can view a list of existing Type of Law Codes by using the F8 key or clicking the Look-up button.

 


  

Editing a Law Type Code

 

Use this procedure to edit an existing Type of Law Code.

 

Steps

  

To edit an existing Type of Law Code:

 

  1. From the Button Bar, click Tools and select Manage Codes.
  2. In the Show Codes for field, select Law Types.
  3. Select the Code you want to edit and click Edit.
  4. Make any necessary changes to the description or the GL account number. You cannot edit the Code. For details, see "Field Descriptions – Type of Law Code Entry Screen." 
  5. To save your changes, click Save or press the F10 key. Orion will then go through all related files and make the necessary changes. Be aware that this may take some time.

 

Deleting a Type of Law Code

 

You cannot delete a Type of Law Code that is in use by one or more files. If you attempt to do so, Orion will display an error message.

 

Steps

 

To delete an existing Type of Law Code:

 

  1. From the Button Bar, click Tools and select Manage Codes.
  2. In the Show Codes for field, select Law Types.
  3. Select the Code you want to delete.
  4. Click Delete or press the Ctrl+Delete keys. The system prompts you to confirm the deletion.
  5. Click Yes if you want to delete the Code or No if you want to keep it.

 

 

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