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  1. Orion Law Management
  2. Orion Desktop Articles
  3. File Maintenance

File Maintenance

  • How to Turn Off Auto Assign of Client Numbers
  • How to Switch from Rate Sets by Timekeeper to Rate Sets by Level
  • How to Print a List of the Task Codes in a Task Code Set
  • How to Adjust All Matters on a Client for EDI Billing to Assign New Template
  • How do I Add a New Location Code in Orion?
  • How Can I get a Count of the Number of Open Matters Assigned a Specific Type of Law
  • Historical Timekeeper Rates
  • Hiding Client Matters From Certain Users
  • Globally Changing Original and Responsible (Billing) Attorney on Multiple Matters
  • Globally Editing Client Records
  • General Ledger Accounts
  • Flat Fee Billing
  • File Maintenance Reports
  • Fee Payments on Matter Showing up in Wrong GL Fee Income Account
  • File Maintenance Matter Manager Grid Summary Report Printing Off Page
  • File Maintenance Manager Grid Summary Report Printing Off Page
  • Fee Date Restrictions Not Working
  • Error Message that Dates are Not Unique when Trying to Save a Timekeeper Rate in a Rate Set
  • Entry ID Information
  • Emails on Contacts and Matters
  • Entering But Not Saving Attention To Field
  • Editing or Deleting Service/Activity Codes
  • Editing a Task Code Set
  • Editing a Location Code
  • Editing a Type of Law Code
  • Editing a Conflict Relationship Type
  • Duplicate Client Record
  • Disabling Auto Assign of Matter Number
  • Disabling Auto Assign of Client Number
  • Disabling Intake Notifications
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