orion legal software

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Trust Bank Account assignment is seamlessly integrated with Orion’s A/R Entry, Voucher Entry, Bank Reconciliation and various inquiries and reports. Finally, this product is able to generate your daily deposit, client matter ledger, and trust/retainer balance reports for a single account or all your trust accounts.

orion legal software

Orion is becoming a one-stop-shop software program for law firms. HoudiniEsq, a browser-based web-based law practice management system for modern law firms, is advanced and flexible. It offers payroll a rich feature set that allows law firms to streamline workflows and capture and classify all documents. It also automates billing, task scheduling, group calendaring, and automates billing.

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It comes with some of the powerful as well as effective features including fee and cost recovery, e-billing, document imaging, and others. Orion legal practice management software aids the customer with automatic reports that enable to track all the details of the performance and fosters to generate bills using advanced technology. It doesn’t matter if you are a loyal user of on-premises hardware, or if your firm’s leaders are open to moving to the cloud.

orion legal software

At any time, subsequent to the reporting of thelosstous,wemay examine and audit themember’sbooks and records as they relate to alossunder the Policy. Various provisions in this Summary of Benefits and in the Policy restrict coverage. Read the entire Summary of Benefits carefully to determine rights, duties and what is and is not covered.

Clientpay

Online payments mean that law firms using Orion ePay will also speed up collection time, thereby improving cash flow and increasing profitability. Also, Orion and LawPay create an online payment page branded with the law firm’s logo which reassures clients and reinforces the firm’s brand loyalty with every payment.

The value in having all of this information at your fingertips is immeasurable. This includes the ability to see a full history of everything that has ever happened on a file, no matter who did it. In order to give law firms greater specifics in revenue-related record-keeping for attorney assignments. Orion 5 now lets users assign an effective date for the persons on a matter designated as originating attorney, managing attorney, project manager and responsible attorney. Client-Initiated Online Payments – LawPay creates and hosts a secure payment web page that accepts online payments, whether the client received an electronic or paper invoice.

Each user can create her own profile and save it, so every time she logs in, it knows how she prefers to see the data. This flexibility includes which columns to view, whether they sort in ascending or descending order and where the borders lie with each section on the screen. Document Assembly allows you to merge information from the system into any document. Each department of your firm can be given different custom fields, all information from these fields can be placed into a document during assembly. All created documents are associated back to the case and/or contact person, allowing your entire staff to view it at any point in the future. The Collections application of Orion gives you everything you need to stay on top of your firm’s collections. Past due clients are updated on a daily basis allowing you to know who is past due at what time.

  • Orion has an impressive user-friendly design and is fully integrated with other software such as e-mail, word processing and spreadsheets.
  • Orion centralizes your Financial Management, Firm Management and Practice Management delivering the competitive advantage you need to succeed.
  • His primary responsibility at Orion is to work with new clients during the implementation process and software design.
  • Calculate and charge fees however your firm does business with our robust billing engine designed to accommodate various billing needs.
  • Your Attorneys will have the power to see every billed minute in an easy-to-read interface.

Track all the details of the performances along with its wide range of legal reports. The ability to schedule, record, and access accurate information keeps your firm running smoothly. Your Attorneys will have the power to see every billed minute in an easy-to-read interface. Orion’s dedicated team is ready and willing to help your firm get up to speed with its features, and can answer any questions you may have.

Law Ruler

To perform file record entry, you must simply search for an existing client matter and complete the fields . All information you enter to a client matter is able be searched for, and multiple records can be stored for the same client using the “copy last” feature. This product features full Boolean logic, wildcard, and string searches. The Trust Accounting capabilities of Orion are completely integrated with all other Orion applications. Since trust accounting is processed using the same standard screens, you are able to process trusts at the same time as other daily activities.

orion legal software

Calculate and charge fees however your firm does business with our robust billing engine designed to accommodate various billing needs. The leading provider of Time and Billing Software for Law Firms. This includes task-based billing, electronic billing and collections management.

Orion Law Management Systems

Additionally, each matter can have an unlimited number of trust bank accounts assigned to it. All balances and audit trails by matter are compiled and maintained by Orion, for each trust account.

Alternative software products to ESILAW 360 are AbacusLaw, BHL Insight, and uLawPractice. App4Legal is a complete Legal Practice Management Solution that targets the entire market of lawyers, in law firms and within-house legal departments. One solution that allows law firms and other businesses in legal industry to manage legal matters and tasks, contracts deadlines, clients and documents, hearings and time logs, expense records, financial records and many more. App4Legal supports multiple languages & multiple currencies. It is available in the cloud, on-premises and as Private SaaS. App4Legal’s mobile app for Android, iPhone, and Android allows teams to conduct client interactions, document management and billable hours tracking from anywhere.

It allows lawyers to store important documents in a central database, assign task list to specific employees, track case files with information about opponents, accounts, litigation, or judgments. Case Master Pro’s key features include bookkeeping, scheduling and check printing. Invoicing, transaction management, and account reconciliation are some of the other key features. Administrators can set up security settings and create reports to gain insight into the performance of their organization. It also includes a self-service portal that allows clients to access documents, images, and claims related online to their individual case files.

You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. With BQE Core Legal, a fully-integrated cloud-based platform that integrates time billing, accounting and matter management, it’s easier than ever for Law Firms to capture all their billable hour.

Law practices, no matter how big or small, have plenty of potential to grow. Now is the right time to take advantage of this opportunity. Amberlo’s powerful Case Management Platform allows firms to scale faster, deliver the highest orion legal software value for clients at low costs, and maximize profitability. All client work is accessible 24/7 in a secure cloud environment. You can bill wherever you are on your computer or mobile phone with centralized case management.

CASEpeer can help you maximize the potential of your staff and attorneys. The flexibility of Orion legal practice management software has been developed and it has given the uttermost success to the practice management module. The ultimate allowance of creating a customer’s own profile and collecting their data so that customers can check their data whenever they want is one of the flexibility. Apart from these, the powerful and intuitive user interface along with the sophistication is really commendable. Steve is a Partner with Affinity, an expert in law firm business consulting, and a member of both the Florida and Georgia bars.

Legal

Doing so without seeking the advice of legal counsel constitutes a misuse of the information. Orion Legal Group does not guarantee the confidentiality of any communications sent by e-mail or through its website, or left in voicemail messages on firm telephones. Unsolicited information and material may not be treated as confidential and will not be protected by any solicitor-client privilege.

We recently installed Orion’s AR Collection Manager at our firm and it has already saved us a lot of time. Our entire collection ledger is now maintained and updated electronically, and everyone at the firm can view collections status in real-time. We especially like that the Collection Manager can generate collections notices in either email or letter format, and that we can efficiently mark write-offs in the system. For anyone who currently uses a handwritten Collection ledger, Orion’s system is a tremendous timesaver that keeps excellent track of what actions have been taken on collection, for the benefit of everyone at the firm. Collection time at our firm has been reduced by using Orion to quickly and easily accept credit/debit card payments.

So your credit scores can vary if the information they have on file for you is different. Since the information in your file can change over time, your credit scores also may be different from day-to-day. Different credit scoring models can also give a different assessment of the credit risk for the same consumer and same credit file. Find out why top attorneys use ClientPay’s income summary payment processing and billing software to drive profitability—and how we can help you do the same. Welcome to the world’s largest online marketplace for cloud services. At Serchen, we are committed to providing an unparalleled experience for our consumers, connecting buyers and sellers of the best cloud services and software in the IaaS, PaaS and SaaS categories.

President & Ceo @ Orion Law Management Systems, Inc

Amberlo’s active management of tasks and calendars allows you to reduce wasted time on non-billable tasks, so you can spend more time on billable activities. Smart file links, tags, and notes make it easy to find, process, and collaborate across large volumes of case material, no matter where you or any of your colleagues are located. Expert Sierra is the most comprehensive software for managing legal practice. You can unify your practice and business information while ensuring efficiency in your daily work. Expert Sierra’s cloud-based, lightweight architecture powered by Amazon Web Services allows you to reduce overhead costs and create an environment that supports revenue growth, efficiency, and mobility. Aderant’s Expert Sierra, the legal practice management software, will allow mobility, agility, collaboration, and automation within your firm, regardless of whether you have multiple locations.

It is important to look at all options in order to determine which solution is best for your practice. SurePoint®, a leading provider in financial and practice management software for law firms across the country, is SurePoint®. Law firms have relied upon SurePoint’s award-winning enterprise program for over 40 years to improve their workflow and maximize their financial performance. SurePoint has more than 50,000 members and continues to transform the legal industry.

Learn how Affinity can help you improve productivity, profitability, and client satisfaction throughout the business. You can browse online world-class legal research content or start your research directly from your matter.

LexRex is a United States company that was founded in 2015, and produces a software product named LexRex. Regarding deployment requirements, LexRex is offered as SaaS software. Some alternatives to LexRex are MerusCase, App4Legal, and uLawPractice. Wise Owl Legal is a business in Australia that’s known for a software product called Wise Owl Legal. Wise Owl Legal includes training via documentation, webinars, live online, and in person sessions. Alternative software products to Wise Owl Legal are App4Legal, Aderant Expert Sierra, and AbacusLaw. Linetime is a United Kingdom company that was founded in 1983, and produces a software product named Liberate.

The updates are free to all Orion maintenance customers, who will be able to request the upgrade starting March 4. NuLaw allows you to run your practice more efficiently by leveraging the best in class Law Firm Practice suite so you can increase profitability. Orion offers support via business hours, 24/7 live support, and online. Automatic Payment Processing View in Orion AR Monitor – Electronic payments are conveniently queued in Orion for processing, so accounting personnel can efficiently manage payments against outstanding invoices. This product allows you to easily enter and edit time, with look-up capability. This product allows you to enter an unlimited number of “stop the watch smart timers,” allowing you to work on multiple projects in a single day. All time entries can be sorted or filtered by Timekeeper, Client, Work Date, Entry Person or Entry Date.

Author: Emmett Gienapp