The Conflict system includes four relationships: Client, Matter, Adversary, and Opposing Counsel. However, you can add as many as your practice requires.

You enter Relationship Codes through the Manage Codes option found using the Tools button. There are several other types of Codes entered using this button, but this section will deal with Relationship Codes only.

Adding a Relationship Code

Use this procedure to add Relationship Codes.

Steps 

To add a Relationship Code:

1. From the Button Bar, click Tools and select Manage Codes.
2. In the Show Codes for field, select Conflict Relationships.
3. From the Button Bar, click New. The following screen appears.
4. Fill in the Description field. For details, see “Field Descriptions – Conflict Relationship Entry Screen.” 
5. Click Save or press the F10 key. The system assigns the next available Code number automatically.

Field Descriptions – Conflict Relationship Entry Screen

The following table describes a field.

Editing a Relationship Code

Although you can edit an existing relationship record, you should not do so if there are existing conflicts records using the relationship.

Steps

To edit an existing Relationship Code:

1. From the Button Bar, click Tools and select Manage Codes.
2. In the Show Codes for field, select Conflict Relationships.
3. Select the Code you want to edit.
4. From the Button Bar, click Edit.
5. Make any necessary changes to the description. You cannot edit the Code. For details, see “Field Descriptions – Conflict Relationship Entry Screen.” 
6. 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 Relationship Code

Although the system will allow it, you should not delete a Relationship Code being referenced by conflicts records.

Note:  Under no circumstances should you delete the Client, Matter, Adversary, or Opposing Counsel Relationship Codes.

Steps

To delete a Relationship Code:

1. From the Button Bar, click Tools and select Manage Codes.
2. In the Show Codes for field, select Conflict Relationships.
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.