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 entries in the Orion Financial Management program, if you choose to do so, at the time an action is done (i.e., adding a document, sending an email, or completing a task or appointment, can automatically create appropriate fee entries in Orion). 

If you don’t see the Documents Tab in Orion, contact your system administrator to be granted appropriate Practice Management license security rights. Note that some firms may not have implemented Orion Practice Management and may not have these features available. In that case, contact Orion for more information to learn more about how your firm can utilize these features.

To store a document on a case, simply go to the Matters button and click on it.

From the Matters view, find the Matter you want and highlight it.

Click on the Documents Tab.                                                                                                                                

Place your cursor in the Documents Tab area (at the bottom of the window), and right click to see the options.

Select New.

Pick the Action Type you want such as Complaint or Document.  You can also choose to associate the document with a party and put in notes.

Choose Select Document.

Find it on your network, highlight it, and click Open.

Orion will associate the file’s location with the Client-Matter and it will be viewable on the Documents Tab from that point foward.

To view it, simply double click on the document listed on the tab, then click on View Document.