Orion Knowledge Base

Back to Orionlaw.com »

Report Needed for Submission with Professional Liability Insurance Application.

Print this article

1.  Top Paying Client Report – run by Sort Order Type of Law, and enter a number in the “List Only the Top XX Clients” field large enough to capture all Clients.  Enter the appropriate date range and choose Fees Only.  Choose to print a Summary by Type of Law.

2.  Payment Application Analysis – run by the default sort order, choose No Detail and enter the appropriate date range.  Choose to include PMT, RAP and TAP transactions and choose a Summary by Type of Law.

Was this article helpful?
YesNo
Scroll to Top