Orion Legal Software Offers Customizable Templates and Workflows

Orion Legal Software Offers Customizable

A fully integrated, multi-user law firm software system with comprehensive methods for managing financial matters, numerous cases, a centralized client file repository, document management and more. Streamline your operations with Orion’s proven firm management tools to improve client service and increase firm profitability.

Firm professionals and their staff should be able to enter billable time, review quarterly reports or read some correspondence – wherever they are working that day. By deploying orion legal software in the Cloud (via a Private Cloud Platform) your team can do just that. No more clunky VPNs or remote-computer “solutions” that only make it harder to get things done.

Using the power of Virtual Desktop technology, we can deliver Orion via a Cloud deployment so that your data and applications live in one place – whether you are at the office, working from home or on the go. This eliminates the need to worry about synchronizing files or maintaining an expensive and aging infrastructure, so you can focus on your clients and business.

The Collections application provides everything you need to manage your firm’s accounts receivable. Easily stay on top of past due clients by creating queries that are updated daily; send out automated letters or emails; record contact notes; and monitor cash flow.

Orion Legal Software Offers Customizable Templates and Workflows

The iOrion Productivity Pack is a new add-in to Orion’s Practice Management System that allows attorneys and legal professionals to manage Orion in their preferred Microsoft applications, including Word and Outlook. Its simple, user-friendly interface makes it easy for legal professionals to track their time, view month-to-date and year-to-date budget comparisons, or even just compare a list of Matters against their fees. Documents and emails managed from outside Orion can be linked to a Matter, and any iOrion time recorded in an appointment can be automatically recorded as a Journal entry in Orion for future billing.

Taking into account the growing importance of being able to quickly identify potential conflicts of interest, Orion has significantly improved its Conflicts search scope by enabling users to copy and paste names directly from a spreadsheet or text file. In addition, formal searches conducted as part of a lateral hire are now automatically entered and recorded in Orion.

Orion ePay is a secure, online payment solution that allows firms to provide clients with an easy-to-use link to an online branded payment page or to include a payment link on an invoice. In addition, firms can use the iOrion LawPay app to swipe credit cards for in-person payments. Payments are then imported into Orion’s Accounts Receivable Collection Manager module.

Orion ePay is available to all Uptime Practice clients who purchase the iOrion Productivity Pack. The ePay feature is a free upgrade for all other iOrion users. If you would like to learn more about this and other iOrion features, contact an Uptime Practice representative today. We’re dedicated to your success. From the initial meeting and implementation through ongoing support, you’ll have a team of people by your side who are passionate about helping your firm succeed.

Leave a Reply

Your email address will not be published. Required fields are marked *