Originating Attorney different on Client Level and Matter Level

Updated April 14, 2025 19:04

When you run Orion reports based on Originating Attorney, the report looks at each individual Matter record for the Originating Attorney information. Setting a Matter under a Client to a different Originating Attorney than the Client record or other Matters of the Client will have no impact on the other Matters. Originating Attorney information is calculated at the Matter level and not the Client level.

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Originating Attorney different on Client Level and Matter Level

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