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

File Maintenance

  • Destroy Date
  • Deleting Rate Sets
  • Deletion of a Client Advance Code
  • Deletion of an Expense Code
  • Deleting a Type of Law Code
  • Deleting an Email Recipient for Email Bill Delivery
  • Deleting a Task Code Set
  • Deleting a Location Code
  • Deleting a Practice Group in Orion
  • Deleting a Department Code
  • Deleting a Carbon Copy Address
  • Deleting a Task Code
  • Creating Service/Activity Codes that Prompt Users for Information
  • Creating Carbon Copy Addresses
  • Creating Expense Codes With Automatic Mark Up
  • Conflict Records did not Update when Client Name Changed
  • Combine Expenses
  • Closed Accounts (Matters)
  • Code Setup
  • Client Records with No Default Invoice Style
  • Client Saved with Incorrect Client Number
  • Client-Matter Intake Fields Printing With No Data
  • Client-Matter Intake Processes
  • Client Intake Form still showing as “Completed - Ready for Final Intake”
  • Changing the Type of Law (Matter Type) on Multiple Client-Matter Records
  • Changing the Secondary Attorney on Multiple Client-Matter Records
  • Changing the Sales Tax Code on Multiple Client-Matter Records
  • Changing the Responsible Attorney on Multiple Client-Matter Records
  • Changing the Primary Attorney on Multiple Client-Matter Records
  • Changing Time Increments
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