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Best practices
Structure Chart
How to add beneficiaries to a trust?
Why are some items not grouped?
How to adjust an incorrect ownership?
Can I define the order of the family members in the structure
Can I filter the structure chart based on the notes on the cards?
How can I remove/change the grouping of several assets?
How to Merge two companies
How to Switch the Asset Class
Modeling GP and LP Fund Structures
Best practices for structuring General Partners, Limited Partners, fund entities, and carry vehicles in ORCA.
File management
How can I add a date to a file?
Managing Superseded Documents & Amendments
Best practices for uploading multi-round amendments, restated agreements, and cleaning up superseded legal data in ORCA.
Data management
How to relocate/transfer a company?
How to add a strategic goal for one of my entities?
How to dissolve a company
Why can't I change the Primary Asset Class?
Modeling US Legal Forms and Tax Classifications
Learn best practices for recording US state legal forms, GLEIF ELF codes, tax classifications, and real estate locations in ORCA.
Modeling Ownership Transfers and Restructurings
Learn how to model ownership changes, sales, and entity restructurings over time in ORCA using CSV templates or manual updates.
Managing Entity Aliases and Former Names
Learn when to use Aliases versus historical name changes and how Sonar matches name variations across documents.