Orion Practice Management
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Associating a Document with a Case or Matter in Orion
Orion provides a full case management system that is fully integrated with the financial system. This allows for actions in Case Management to generate fee
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Printing Reports from Contacts View
Highlight/select the Contacts you want to show on the report. Click on Reports, and select Summary or Detail.
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Customizing Queries and Defined Views
Orion is a robust Contact Relational Manager. It provides many features to assist you in viewing and gathering
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Keeping Track of Judges
Orion is a contact relational manager. This means you can relate parties to one another, as well as to specific Matters.
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Creating Work Groups in Calendar Manager
Orion’s Calendar Manager includes many easy, helpful tools to improve efficiency at your firm. One of these tools is the ability
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Change Phone Number on Company Contact Record
Orion has an edit program that works as follows:
If the contact was originally input into the system using the -
Using the Filter Tab on Events Report to Create a Report for Appointments
Click on the Advanced Events Icon, then on Reports. Choose Event Report.
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Private Appointments and Confidential Matters
Orion allows for marking of various Info Types/Contact records as private. The Info Type Client is special. Once a contact record becomes
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Using Event Class – Auto Populate Appointments With Descriptions
In Orion it is simple to set up a new Event Class. Go to File Maintenance. Choose Tools, Manage Codes and
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Personalizing Calendar Manager
Orion’s Calendar Manager includes many easy, helpful tools to customize your experience. This way your calendar can work exactly
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Address Changes Between Companies and People Related to the Company
Changes can be made quickly to Contacts with Orion’s software. If the employees have been related to the company by Primary
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Adding a Task or Appointment for a Matter in Orion Practice Management
From the Matters view highlight the Matter. Click on the Events Tab in the lower panel.
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Adding Fields to Contacts Grid
Simply go to the Contacts Grid, and right click and choose Select Fields. Drag and drop the fields
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How to Set Up a Case Relationship in Orion
You will do this from the Orion Administration program. Note that you must have proper security rights to access Orion Administration
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Creating Holiday Card Mailing Lists
It’s almost the end of October, and the holidays will be here before we know it. Are you prepared to gather the necessary
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My Quick Doc Clip is Missing
Click on the Contacts icon in your task bar. Highlight/select a Contact. Right click,
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How to file an Email on Case or Matter in Orion
Orion’s Practice Management System allows for filing of a number of different types of documents, PDFs, emails, or notes.
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Docketing Dates – Use of Orion’s Critical Date Feature
The Orion Practice Management System provides a robust calendar/docketing system that may be tailored to the firm’s needs.
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Removing an attendee from a Task or Appointment
Just bring up the appointment in question and click on the Invite Attendees button. The Users that were invited will be on the right
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Duplicate Contact Records
Orion does not allow you to “merge” two Contact records. You will have to determine which one is the incorrect one and delete it
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Contacts Summary Report Printing Off Page
The Summary Report in Contacts (as with all Grid Summary Reports throughout the system) is printing exactly what you have displayed on the screen.
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Advanced Event Viewer Report Printing Off Page
The Grid Summary Report in Advanced Event Viewer (as with all Grid Summary Reports throughout the system) is printing exactly
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Printing Event Report from the Calendar Manager
If your firm is licensed for and using the Practice Management part of Orion, you may print your Event Report by clicking on the
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Views in Advanced Event Manager
There are 5 views in the advanced event viewer that are hard coded and cannot be edited. Names and the queries for
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Create a Recurring Appointment or Task
The majority of the time, recurring appointments and tasks are not synced from Outlook to Orion so if you want them to show up in
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Automatically Populate Subject Line of Emails
Setting the default subject line for email is set at the Matter level. The field is located on the Additional Tab and any emails sent
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How to Set Up A User for Exchange Sync in Orion
You will need to go to the Orion user list, so either go to File Maintenance Manager or go to the Admin program. Once there
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How to tell if an Outlook Contact has come from Orion
Go into Outlook and press on the Contacts button. You can open each Contact individually and see the category of each Contact.
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Accepting an invite in Outlook that you don’t want to go into Orion’s calendar
Note: Most firms are set to not sync appointments marked as private. If you have questions on that please contact Orion support.
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How to relate Contacts to Companies and Matters
Note: These are general guidelines. A lot of firms have customized info when dealing with relating Contacts so some of the verbiage
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Advanced Event Viewer – Changing Client Matter Relationship for Multiple Appointments or Tasks
To change settings for multiple Tasks or Appointments, you will need to open the Advanced Events viewer from your left tool bar
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Disable Reminders in Outlook 2010
In Outlook 2010 go to File then Options. Once there go to Advanced on the left. Uncheck the Show reminders box.
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Maintaining Drop Down Values in Fields on Custom Tabs
This will tell you how to maintain the values in the fields like the example.
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Exchange Sync doesn’t seem to be working for a particular user
Go to File Maintenance > Tools > Manage Users and double click on the particular User. Under the General Tab, make sure
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Using the Document Library – Where to Initiate From
When trying to create forms it is important to realize where you are running to get the correct merged data. If you are getting address
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Not Able to see Appointment in Calendar Manager
Check to see if the Appointment has been marked completed. Most likely the User who is unable to view it has the calendar set not
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Global Edit Feature on Contacts
Orion provides a global Edit Wizard for firms using Orion’s Practice Management System that allows for edits of both standard and custom fields
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Can Orion Dial the Phone for Me?
Yes, Orion has an add on feature that will allow you to dial the phone direct from your Orion Desktop Contacts screen. Simply highlight the Contact
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Exchange Sync Error – The Request Failed. The Remote Server Returned an Error: (401) Unauthorized
The network login has been changed for the account that is set up. Open the sync config editor, exhange tab.
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Calendar not updating
The Calendar Manager by default is not set to refresh automatically. You can either hit refresh at the top of the calendar or change
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Email Journal Add-In Won’t Install
If you have Worldox document management the add-in will detect that and disable itself. Below is an example of it being successfully installed.
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Error – Call was Rejected by Callee when Using Document Library
This was caused by too many instances of Word being open. Check to see if there are other user sessions open
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Calendar – Printing out One Day’s Events
The Print Calendar function in Orion prints what you “see” on the screen. If you are having trouble seeing your entire day on the screen, try the following: Try scrolling down a bit using the scroll bar next to the calendar to display all of the relevant Appointments on screen. You may simply need to …
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Nothing Displaying on SmartInspect Debug Module When Trying to Look at Sync Activity
Open up Orion Exchange Sync Config. Leave the SmartInspect program open. Click the edit button. Uncheck Enabled
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Question on Journals
If you are set up as a Practice Management user and have the journal tab showing under matters or contacts, you may highlight a contact,
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Find Client By Phone Number
If you go to File Maintenance Manager or Contacts Grid, right click, and choose Select Grid Fields, you can drag the Primary field
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Creating a New Contact That I Don’t Want in Sync List
No, if you are creating a new Contact that is a person, it will be included in the persons sync list by default. If you are adding a company
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Turn Off Exchange Sync for One User
Please contact us for details on this feature.
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Prospective Clients – Tracking
Orion allows for setting up of additional info types such as Prospective Client. This is accessed under the Orion Administration program under
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Entering Contacts – Error Checking
Orion will give you a pop window to alert you to the fact that you may be entering a duplicate Contact. You may choose to go ahead
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Is there any way we can show the Location of a Matter in the Matters View (PM)
You have the ability to show the Location Code in the Matters View. To provide access to that field in the Matters View
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Adding Client Opened Date to the Contacts View
You have the ability to show the Client Opened Date in the Contacts View. To provide access to that field in the Contacts View
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Adding Closed Date to Matters View
You have the ability to show the Matter Closed Date in the Matters View. To provide access to that field in the Matters View
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Adding Originating Attorney to Contacts View
You have the ability to show the Client Originating Attorney in the Contacts View. To provide access to that field in the Contacts View
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Adding Matter Type (Type of Law) to Matters View
You have the ability to show the Matter Type (Type of Law) in the Matters View. To provide access to that field in the Matters View
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Error using MS Word. Make sure MS Word is installed and running correctly
This is because Word is configured to open in Reading Mode. Reading mode does not allow for merging of data. To solve this,
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Disable Event Reminders
Step 1. Launch Orion Desktop. Step 2. Select File.
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Missing “Include in Sync” button when adding contacts in Orion
Please contact us for details on sync issues.