Best Practices 1099 Processing

Best Practices 1099 Processing

Best Practices – Options for Charging Client Costs and Overhead Expenses

The term “Advanced Client Costs” applies to cash advances paid by the law firm for which they expect to be reimbursed by the client or from the proceeds

Increment Error Closing Down Orion – Status 84

Multiple people in the billing department were getting the error below. Unable to Retrieve Object (TBOFFieldIncrement) LrmSys Unable to Aquire lock – Status 84

Database Engine Btrieve Status Codes Errors 1-199

1 to 199 MicroKernel Database Engine Status Codes

Database Engine Btrieve Status Codes Errors 1000-1999

1000 to 1999 MicroKernel Status Codes for Windows and DOS Workstations

Error Updating Worldox

This is probably related to the sequence of opening Worldox and Orion. Worldox needs to be opened first and must be fully open before Orion is opened.

Credit Card Payments and Bank Reconciliation

Orion will automatically create a deposit in Bank Reconciliation for payments processed via Credit Card. Each Credit Card transaction is treated as an individual deposit.

Marking Appointments and Tasks Private so they don’t Sync over to Orion

When starting to use Orion’s Practice Management software, some users worry that their private appointments and tasks will be brought into

SmartInspect Debug Logger for Exchange Sync

Sometimes it may be necessary to check the debug logs if you think you have everything setup for a user correct in Orions user settings and the

Importing Fees from another Application

Orion can import fee’s from other 3rd party providers. This requires an import program from Orion. To purchase this program, please contact support@orionlaw.com.

AP Imaging Link to Worldox

Note – the following only works if you have the Orion/Worldox interface.

iOrion Still Getting Max Date and Can’t Enter in Time for New Year

If you’ve changed the dates in File Maintenance, Tools, Date Restrictions and iOrion will still not accept entries outside that date range

Recent Matters in iOrion Not Updating

In order to see the most up to date “Recent Matters” in iOrion close down the Orion Desktop

Time Entry Through iOrion Not Picking up New Rates

In order for your iOrion users to pick up the new rates, you will need to stop and re-start the Orion Application Server on the Orion server.

Passing on Closed Status to Worldox

No, the integration cannot be turned off, but you can tell Worldox to show open and closed items. When looking at the client or matter listing in Worldox,

Getting iOrion Count Down Message

If the expiration date for iOrion is correct in Orion Administration under System Settings/ Firm Licenses tab for the Expires field,

Reset iOrion Password

Step 1. Launch Orion Admin Step 2. Select User Setup

Setup New User for IOrion

Step 1. Launch Orion Admin Step 2. Select User Setup

Importing Data from Another Firm’s Time and Billing Software

The attached document discusses importing data from another system into Orion and provides some key issues you need to consider prior to doing this.

What is Considered Billable under the Orion Support Contract

Following is a list of sample support requests that are considered Billable under the terms of the Orion Support Contract.

What Does my Support Contract Cover

The attached document provides an overview of what your Orion Support Contract covers.

Release Notes – April 30, 2014

Release Notes – April 30, 2014 – see the attached document

Release Notes – May 14, 2014

Release Notes – May 14, 2014 – See the attached document

Life of A Fee Record

See attached document for the life of a fee record.

Life of An Invoice Record

See the attached document for the life of an invoice record.

Using Contract Labor

If you are going to be billing their services as time (fees), set them up as a Timekeeper and a rate equivalent to what you want to bill the Client.

Release Notes – August 6, 2014

See the Attached Document for August 6, 2014 Release Notes

Changes to AR Collections in October 17, 2014 Release

See the attached document for Changes to AR Collections in October 17, 2014 Release

Release Notes for November 4, 2014 Release

See the attached document for Orion Version 4.6 Release Notes (November 4, 2014)

What do I need to know as a New Orion User?

When a New Orion User is identified the attached documents are guidelines that they will need to receive.

How much does it cost for checks if ordered through Orion?

The attached document list out the pricing for the traditional check-stub-stub check stock. If you are needing a quantity that is not shown

On Screen Agings in Orion

Yes, Orion provides Agings of both WIP and AR. The Firm Dashboard displays a break out of the aging buckets for you.

Orion 4.6 Release Notes – January 30, 2015

See the attached document for Orion Version 4.6 Release Notes (January 30, 2015)

Orion 4.6 Release Notes – November 11, 2015

See the attached document for Orion Version 4.6 Release Notes (February 1, 2015 through November 11, 2015)

Product Review: iOrion Brings Mobile Practice Management to Midsized Firms (2/13/13)

When it comes to law practice management technology, recent years have seen the launch of a bevy of cloud-based platforms.

Product Review: iOrion (04/25/13)

Among lawyers, I was an early adopter, having used iPhones® and iPads® in my practice since the second generation.

Case Study: Leaving the Cloud Behind & Implementing Orion (06/23/12)

Recently recognized as a top mid-sized business law firm in Maryland by Chambers USA and Super Lawyers®, Shapiro, Sher, Guinot, and Sandler, P.A.

Article: Compare & Contrast – Midsize Law Firm Practice Management Software (04/12)

After evaluating practice management software as a service (SaaS) in the October 2011 issue of Law Technology News, I sent a request for information to LexisNexis,

Press Release: Orion & PayPros Legal Integration (03/27/13)

ATLANTA–(BUSINESS WIRE)–Orion Law Management Systems, Inc. (www.orionlaw.com), a leader in financial and practice management software for professional services firms,

Press Release: Expense Reimbursement Manager (04/12/13)

ATLANTA, GA – April 12, 2013 –– Orion Law Management Systems, Inc. (www.orionlaw.com), a leading provider of financial and practice management software for law firms,

Press Release: iOrion (01/08/13)

New York City – January 28, 2013 –– Orion Law Management Systems, Inc. (www.orionlaw.com), a leader in financial and practice management software

Article: IT and the Business of Billable Time (12/12)

Legal IT professionals have a tough job; they have a demanding environment of lawyers and legal staff who work against deadlines and often panic

Orion Happenings May 2013

We’ve made the announcement, and iOrion® is now ready to be launched at your firm Join us for an informative webinar on the iOrion® Mobile App

Orion Happenings March 2013

Welcome to Orion Happenings, the second edition of 2013. For those of you who are unfamiliar with Happenings, think of it as a Newsletter for Orion Clients only.

Orion Happenings January 2013

Welcome to Orion’s first Happenings of 2013! For those of you who are unfamiliar with Happenings, think of it as a Newsletter for Orion Clients only.

Orion Newsletter April 2013

We’ve made the announcement, and iOrion® is now ready to be launched at your firm! Join us for an informative webinar on the iOrion® Mobile Application

Orion Newsletter February 2013

Orion, in association with 4L Law Firm Services LLC, is pleased to announce the formal inauguration of the Orion/4L Webinar Series.

Orion Happenings December 2012

Greetings to all of you! I know that December means “year-end mode” for most of you as you wind up 2012 and shoulder the demands of your law firm during the holiday season.

Press Release: Orion Law Firm Survey Results (05/03/12)

Atlanta, GA – May 3, 2012 – Orion Law Management Systems, Inc. (www.orionlaw.com) today announces the findings of its Accounts Receivable

Press Release: AR Collection Manager (01/25/12)

ATLANTA, GA – January 25, 2012 –– Orion Law Management Systems, Inc. (www.orionlaw.com), a leader in Financial and Practice Management software for law firms,

Article: Accelerating Receivables for Greater Profitability (06/12)

IT DOESN’T MATTER IF YOUR FIRM IS IN THE AM LAW 100 with offices around the world or a solo shop with a

Article: It’s About Time You Got Paid (07/12)

It would be great if collecting accounts receivable from clients just happened, like clockwork, once you sent off the bill.

Press Release: Orion Version 4.5 (04/04/13)

CHICAGO–(BUSINESS WIRE)– Orion Law Management Systems, Inc. (www.orionlaw.com), a leading provider of financial and practice management software

Orion Happenings October 2012

Thanks for tuning into Orion Happenings for this October issue! This month, we are proud to spotlight 4L Law Firm Services,

Orion Happenings February 2012

Orion has another busy year ahead! If you haven’t heard by now, AR Collection Manager module was released in January.

Orion Happenings March 2012

Has your firm upgraded to PSQL v11 yet? This is the database used by Orion to manage your information. Firms looking to take full advantage

Orion Happenings December 2011

In recognition of Christmas and the New Year’s holiday, the Orion office will be closed Monday, December 26 re-opening Tuesday,

Orion Happenings November 2011

We hope everyone enjoyed Orion’s 2011 User Conference. Orion appreciates your attendance. Hopefully,

Orion Happenings April 2011

Save the dates! Orion will host our 2011 User Group Meeting October 24th – 26th. Once again, our meeting will be held at the fabulous Evergreen

Orion Happenings June 2011

Orion will host our 2011 User Group Meeting: “Meeting at the Mountain” October 24th – 26th. Once again, our meeting will be held at the fabulous Evergreen Stone

Article: Shifting Your Phone System to the Cloud (07/11)

I don’t know about you, but I like to spend as much money as possible on my firm’s phone system while making sure it is as inflexible as Bakelite in winter—and nearly featureless. Wait.

Article: Legal Management – To Give and Receive – Importance of Being Earnest (11/12)

“A lawyer’s time and advice are his stock in trade.” Abraham Lincoln

Orion Newsletter November 2012

As Thanksgiving draws near, and as many are still struggling to recover from Hurricane Sandy’s wake, we are reminded of what we are

Orion Newsletter September 2012

Did you know that 25 years have passed since Orion’s software was first installed in a law firm?

Orion Newsletter April 2012

Take a minute to participate in the Orion AR Survey if you are interested in optimizing AR collections at your law firm! The AR survey specifically

Press Release: Orion Law Firm Survey (04/10/12)

Atlanta, GA – April 10, 2012 – Orion Law Management Systems, Inc. (www.orionlaw.com) today launches the legal industry’s first-ever Accounts Receivable (AR)

Client Trust Accounting – Best Practices (04/25/13)

http://www.screencast.com/t/qAtsuJMw

The Monthly Accounting Close Process (05/30/13)

http://www.screencast.com/t/sLdrwscf

Orion Newsletter June 2013

The next three webinars in the Orion/4L Monthly Webinar Series will focus on “Law Firm Accounting Heroes”.

Orion Happenings July 2013

Three new reports are being added as Orion Standard Reports in the upcoming release. A brief description for each is below.

Monthly Production Reporting Process (06/27/13)

http://www.screencast.com/t/GPkWDEVAQQn0

Monthly Financial Reporting Process (07/25/13)

http://www.screencast.com/t/fyirPem6

Orion Happenings August 2013

The next webinar in the “Law Firm Accounting Heroes” series will take place today.

Orion Newsletter September 2013

Many of you are LinkedIn users, but did you know Orion has a LinkedIn company page? We post important updates on our software as

Orion Happenings October 2013

Happy Halloween to our Orion clients! Now that October is coming to a close, the holiday season will be quickly approaching.

Database Servers

In the past few years, technology concerning hard drives has grown dramatically. Most notably, “Solid State” drives and “PCIe Flash” drives are becoming the norm.

LinkedIn Premium

LinkedIn continues to evolve and add more options to their social media platform. Many of us in the legal industry find our LinkedIn accounts to be an important networking tool.

iOS7 Design and Productivity Enhancements

“It is the biggest change to iOS since the introduction of the iPhone” – Apple CEO Tim Cook

Digital Signing

The digital signing of documents has quickly become more widely accepted by the legal community. This is due to many people recognizing the need for a paperless

Pervasive PSQL Repair FAQ

Pervasive introduced a new anti-piracy feature in version 11 that can invalidate the Pervasive license. Periodically, Pervasive will check itself through

Shortcuts for Orion and Microsoft Windows

Keyboard shortcuts are useful and can save valuable time, and most people do not take advantage of them. Along with speeding up many of your daily processes,

Securing Your Firm’s Email

A Microsoft Exchange Mail Server is one of the greatest investments a firm will make. Not only does it require expertise to install and maintain it’s also the

Orion Happenings November 2013

Happy Thanksgiving to our Orion clients! Now that November is coming to a close, the holiday season is quickly approaching.

Tips to Help Secure Copier Hard Drives

The legal industry represents the second largest market for copier vendors. As you all know, law firms are constantly printing and making copies.

Better Legal Management (03/15/11)

Most partners believe the secret ingredient to the law firm’s financial success is the frenetic, all-hands-on-deck commitment to the year-end billing and collection effort.

Press Release: Orion Launches Accounts Receivable Collection Survey (04/10/12)

Orion Law Management Systems, Inc. (www.orionlaw.com) today launches the legal industry’s first-ever Accounts Receivable (AR) Collection

Article: Are You in Violation of State Trust Account Requirements? (12/12)

We know each state has guidelines and opinions regarding the establishment of trust accounts. As licensed

Maximize Your Workstation Horsepower

Orion Law Management Systems, Inc. has successfully tested and verified that Orion 4.x software products run on the Windows 7

Windows 8 Compatability

If your plan is to install a shiny new operating system on your Windows PC this holiday season, we suggest you hold off – at least until

Pervasive PSQL v11

Optimized for Multi-Core servers 64-bit windows ODBC Driver

Improve Productivity with Dual Screens

Employees are a firm’s biggest investment. Firm managers are always struggling with how to provide the biggest return on their largest investment by improving employee productivity.

Article: Financial Data with Destiny – Law Firm CEO Blog (02/27/13)

Managing a law practice has never been tougher. Everybody is looking for that silver bullet to restore profitability despite waning demand for legal services.

Article: Financial Data with Destiny – Law Firm CEO Blog (02/27/13)

Managing a law practice has never been tougher. Everybody is looking for that silver bullet to restore profitability despite waning demand for legal services.

Article: Lower Realization – Sometimes an Acceptable Tradeoff – Law Firm CEO Blog (01/09/13)

Since the onset of the recession, clients have gained the advantage in fee negotiations. Yet Legal Industrial Complex firms still managed to increase their hourly rates in 2012.

Article: 1099 Reporting Decision Flowchart – Law Firm CEO Blog (01/08/13)

Among my annual New Year’s Resolutions is a pledge to keep current with respect to 1099 reporting requirements to avoid extra work at year-end.

Article: Year-End Tax Planning for the Firm – Law Firm CEO Blog (12/11/12)

Year-end tax planning is a mindboggling concept in the best of times. As the end of 2012 approaches, “uncertainty” is the operative word due

Article: Outsourcing – How it Works in Practice – Law Firm CEO Blog (10/31/12)

“Who wants to manage the accounts payable clerks, and the billings?”

Article: Legal Industrial Complex Still Struggling with Rising Costs – Law Firm CEO Blog (10/25/12)

Two big financial institutions, who bank many of the largest US law firms, recently released surveys concerning the financial condition of the Legal

Article: Outsourcing – How it Works in Theory – Law Firm CEO Blog (10/29/12)

Outsourcing is a $500 billion-a-year business (http://www.xerox.com/annual-report-2010/pdfs/2010_Managements_Analysis.pdf).

Article: Large Firm/Small Firm Accounting & IT Spending Gap – Law Firm CEO Blog (08/27/12)

The largest U.S. law firms spend $39,000 per lawyer each year to run their accounting and IT operations. Small law firms make do with

Article: Managed Financial Care – Law Firm CEO Blog (08/25/12)

Regular health exams and diagnostic tests contribute to a longer, healthier life. They help detect problems early, when chances for corrective lifestyle changes,

Article: Making a Lateral Partner “Whole” for Deferred Comp – Law Firm CEO Blog (09/20/12)

Partners leave “money on the table” when they move from one firm to another. The money in question is deferred compensation – their share of profits

Article: The Idea of Service – Lessons from the Drive-Thru – Law Firm CEO Blog (08/22/12)

Fast food restaurants are everywhere. You will usually spy two or more at most major intersections. Where would we be without them? Less obese perhaps

Article: Email Invoices to Clients – A Proposal – Law Firm CEO Blog (08/07/12)

Law firms are continually searching for opportunities to either (A) increase revenue or (B) reduce operating costs.

Article: Why is my Capital Account Negative? – Law Firm CEO Blog (08/02/12)

I hope you have recovered from the migraine I inadvertently induced while trying to respond to your question last week.

Article: Positioning Your Firm for Max Efficiency & Productivity – Law Firm CEO Blog (04/11/12)

The following is a summary of remarks I made to the Clearwater (FL) Bar Association Solo & Small Firm Section on Tuesday, April 10,

Article: A Recipe for Billing/Collection Success – Law Firm CEO Blog (02/01/12)

Most partners believe the secret ingredient to the law firm’s financial success is the frenetic, all-hands-on-deck commitment to the year-end billing and collection effort.

Primer on 1099 Reporting for Tax Year 2013 (12/18/13)

View the webinar recording here:

Orion Newsletter December 2013

Happy New Year! This year has been an exciting one for Orion, as we have launched many new product modules (Expense Reimbursement Manager,

To 1099 or Not to 1099 Webinar (2013 Version)

To view the webinar, click the following link:

Orion Happenings January 2014

Welcome to Orion’s first “Happenings” of 2014! These publications are just for our Clients, helping you get the most out of your Orion software.

Developing a “Retention Policy” for Digital Documents

A “Retention Policy” is a rule that states how long documents should be kept before they are to be destroyed. Many firms have realized the importance

Press Release: iOrion 2.0, Expense Reimbursement Manager, Orion Productivity Pack (02/04/14)

New York City- February 4, 2014 – Orion Law Management Systems, Inc. (www.orionlaw.com), a leading provider of financial and practice management

Financial Management

Orion Provides a Complete Solution for Law Firm Management:

Practice Management

Orion Provides a Complete Solution for Law Firm Management:

iOrion Mobile Application

Ready for a True Mobile Solution? “I love the iOrion Mobile App and use it all the time on my iPad. Now,

Time Management

Tired of Losing Billable Time? Studies show that the average firm is losing approximately

Worldox Integration Module

Not just another Connector: True Product Integration “As a Shareholder at the firm, I have noticed that the integration has made our firm more efficient since it is

Document Management

Frustrated with bringing order out of chaos? Can’t get organized? Don’t know which style of documents should be used?

PayPros Integration

Orion Clients Can Accept Credit Card Payment with PayPros Integration

Expense Reimbursement Manager

Spending too much time managing expense reporting?

“We recently installed Orion’s Expense Reimbursement Manager at our company and it has saved us

AR Collection Manager Module

Dramatically increase cash flow and decrease collection time and cost “We recently installed Orion’s AR Collection Manager at our firm

Exchange Sync Module

Access Critical Information When You Need It “We needed to share our case data across multiple users in the firm.

Orion Version 4.5

Orion Version 4.5 is an extensive and exciting update to your current Orion Version 4 Software. Version 4.5 contains hundreds of enhancements,

Orion Implementation and Data Conversion Process

Orion – The Implementation Process This process includes the software, project management, test and final data conversions, training, and

Orion Newsletter February 2014

New Demo Webinars – Sign Up Today! As you have heard, Orion recently announced many new features during LegalTech NY 2014. These

Email Encryption Made Easy

Based on the growing volumes of confidential and sensitive information traversing networks on a daily basis, regulatory bodies and firm executives

Interview: Consolidation and Mobile – The Biggest Trends in Legal Software (02/14)

As part of LXBN’s coverage of LegalTech NY 2014, Kevin Harris of Orion was interviewed by Collin O’Keefe of LXBN TV to discuss consolidation and mobility,

Interview: Popularity of Mobile Devices in Firms Prompts New Line of Mobile Apps (01/13)

As part of LXBN’s coverage of LegalTech NY 2013, Kevin Harris of Orion was interviewed by Collin O’Keefe of LXBN TV to discuss the popularity of mobile devices in law firms.

Press Coverage: Orion’s LegalTech NY Announcement Featured on LexTek Report (02/14)

Orion Law Management Systems was featured on the LexTek Report, a law technology blog for the Chicago Lawyer magazine.

Press Coverage: Orion Featured in ILTA’s 2013 Tech Survey Results (01/14)

Orion Law Management Systems was chosen as on of the most popular Time & Billing (Accounting) Systems by ILTA’s 2013 Tech Suvey Participants.

Orion Client Testimonials

“We were looking for a time and billing software which placed a strong emphasis on financial reporting along with a user-friendly interface. Orion has an impressive

Accounting Services – 4L Law Firm Services

Orion is proud to partner with 4L Law Firm Services, which provides our clients with outsourced accounting services. 4L is committed to making

How to Decide Whether Today’s Deposit is Sufficient to Make Budget (02/27/14)

View the Webinar Recording here.

Server Planning & Workstation Guide

Congratulations for choosing Orion as your firm’s software provider. As one of the leaders in law firm software for North America we want to thank you for

Press Release: Clyde Snow Law Firm Implements Orion Marketing and Exchange Sync (10/27/12)

ATLANTA, Sept. 27, 2012 (GLOBE NEWSWIRE) — Orion Law Management Systems, Inc. (www.orionlaw.com) announces today that Clyde Snow, a top U.S.

Press Release: Orion and World Software Corp. Announce Worldox License and Integration (05/11)

ATLANTA, GA and GLEN ROCK, NJ – MAY 20, 2011 –– Next week at the ALA 2011 Annual Conference in Orlando, Florida, financial and practice management software provider

Press Release: Orion Expands Integration with Worldox Document Management System (09/10)

Atlanta, GA and Ridgewood, NJ – September 21, 2010 – Earning a reputation as an innovator and leader in law firm management software,

Press Release: Clark Partington Selects and Installs Orion’s Practice Management System (11/10)

Atlanta, GA – November 22, 2010 – Orion Law Management Systems, Inc. (www.orionlaw.com) announces that Florida law firm Clark, Partington

Interview: Orion Project Manager Kevin Harris Discusses AR Collection Manager (01/12)

As part of LXBN’s coverage of LegalTech NY 2012, Kevin Harris of Orion was interviewed by Collin O’Keefe of LXBN TV to discuss the

Interview: Reporting from LegalTech NY 2013 (02/01/13)

Thousands of visitors, hundreds of vendors and 3 days action-packed with lots of information: LegalTech New York.

Orion Happenings March 2014

New Demo Webinars – Final Reminder! As you have heard, Orion recently announced many new features during LegalTech NY 2014. These

Intelligent Writing

Do you every wish you could write more effectively? Or, do you find writing to be a difficult task? If you answered yes, we have good news.

Product Review: Update on iOrion’s Mobile Practice Management for Midsized Firms

A year ago, I wrote here about Orion, the practice-management system designed for mid-sized law firms, and its app for iPad and iPhone, iOrion.

Orion Happenings April 2014

iOrion® Contest Reminder iOrion Version 2.0 features many new updates and enhancements to iOrion, our complete financial and

Orion Productivity Pack

The solution for improved Workflow Process! Legal professionals today are in need of an intuitive solution which allows for integration with their most

iOrion Version 2.0 Demo Webinar (03/14)

View the recording here.

Orion Productivity Pack Demo Webinar (03/14)

View the recording here.

Orion Expense Reimbursement Manager Demo Webinar (03/14)

View the webinar recording here.

Heartbleed

First, lets begin with some background information written by Aaron Street, featured on the Lawyerist site on April 11, 2014…

Interview: How Law Firm Preferences Have Changed (05/07/14)

May 7th, 2014 → 9:43 am @ Ari Kaplan I spoke with Kevin Harris, a project manager for Orion Law Management Systems, a financial and practice

Cloud Security with Orion

Many law firms today are moving rapidly to the “Cloud”, by putting their foundational systems such as billing, practice and document management into the virtual world.

2014 Orion User Group Conference

We are excited to announce the date and location of the 2014 Orion User Conference. The two and a half day event will take place Monday

Worldox Integration Detail

Integration Release 2.0 is much more than simple enhancement. It’s smart collaboration that allows seamless operation between your

Using Orion to Better Manage Marketing Efforts

Dramatically Streamline Business Development Activities Orion improves client communications, referral source tracking & analysis while simplifying seminar

Orion Reporting

Providing Critical Information for Better Firm Management

Orion Email Bill Delivery

Dramtically Increases Cash Flow and Decreases Collection Efforts

Orion’s streamlined bill delivery system makes client invoicing faster, greener and more productive.

Orion Custom Reporting – Timekeeper Analysis

Current, Year-to-Date and Prior Year-to-Date Totals Provided. With the release of Orion v4.4, enhanced reporting features offer improved formats with more

Orion Newsletter May 2014

iOrion® Contest Reminder – Summer Extension Last month we announced our newest giveaway! We iOrion Version 2.0 features many new updates and

Orion’s New Practice Management Features

If you are using Orion’s Practice Management Software, there are 2 new features available to you in 2014.
The first involves the User Record and includes

Orion Backup and Recovery “Best Practices”

The brand and version of your chosen backup software is rarely a factor in backing up Orion. Orion is compatible with virtually any backup product that supports

2014 Orion System Requirements

Orion Custom Reporting – Billing Realization by Attorney

Billing Realization by Attorney – Current and Year-to-Date Totals Provided.

Orion Custom Reporting – Payments by Working Attorney

Payments by Working Attorney Report – Current and Year-to-Date Totals Provided.

Orion Custom Reporting – Referral Report

Referral Report – Easily and Effectively Identify Referral Sources.

Orion’s Financial Management in the Cloud

Law firms need a solution to deploy robust software without the associated traditional overhead costs. Through the use of modern and mobile technology

Less Paper Means More Productivity for your Law Firm

Making your office less reliant on paper production can be a bit of a challenge. There are some key steps you may take to begin to move your firm to a completely

Ethics Alert for Florida Law Firms

The Florida Bar issued new rules governing the administration of client trust accounts which took effect June 1, 2014.

iOrion Contest Announcement (05/14)

Last month we announced our newest giveaway! Due to the great response, we’ve decided to extend the promotion period through the summer.

Orion Newsletter July 2014

Orion User Group Conference News Registration for the 2014 Orion User Group Conference is now open! This two and a half day event will

Orion Happenings June 2014

Orion User Group Meeting News We are excited to announce the opening of registration for the 2014 Orion User Conference. This two and

The Forecast for Legal Technology: Partly Cloudy

I. Cloud Computing Defined A. Vagueness: Cloud computing is a rather vague term that covers several concepts. Within the scope of

Rules Now Require Written Trust Account Plans – The Florida Bar News

Bar rules now require all lawyers with more than one attorney in the firm to have a written trust account plan in place for each of the firm’s trust accounts.

2014 Discount for New ALA Members from Orion

We’d also like to offer all ALA non-members a special savings, a $200 registration discount AND complimentary membership through 2014,

Subscriber Computer Environment

http://orionlaw.com/lib/fn/Subscriber_Computing_Environment  

Orion Hosted Workstation Installation Directions

http://orionlaw.com/lib/fn/Orion_Hosted_Workstation_Installation_Directions  

Orion Happenings August 2014

We are excited to announce the selection of our keynote speaker for the 2014 Orion User Group Meeting. Ari Kaplan will be opening our conference this year

How to Fix Word’s Formatting Defaults

How to Fix Word’s Formatting Defaults By Barron K. Henley, Esq.

2014 Orion User Group Meeting Agenda (Tentative)

Below is a link to the tentative agenda for the 2014 Orion User Group Meeting

2014 Orion User Group Meeting Keynote Speaker

We are excited to announce the selection of our keynote speaker for the 2014 Orion User Group Meeting. Ari Kaplan will be opening our conference this year.

Legal Outsourcing Bootcamp (10/10/14)

The Law Practice Management & Technology section of the Chicago Bar Association is conducting a seminar on Friday, October 10, 2014.

Orion Newsletter September 2014

Orion’s excited to announce another great addition to our software suite. Last week an introduction Webinar was hosted by Carl Mack,

Orion Visual Analytics Webinar (09/26/14)

Orion’s excited to announce another great addition to our software suite. Last week an introduction Webinar was hosted by Carl Mack,

Outlook Email – Quick Steps

Outlook 2010 and 2013 has a little magic… and that magic is called Quick Steps. Simply put, Quick Steps are easy-to-use one-click buttons

Overflow Hotel Rooms

The Marriott Evergreen is now booked during the dates of our User Group Meeting. For your convenience, we have reserved a block

Speakers from Affinity Consulting Group

Affinity and Orion have maintained an excellent relationship over the years. Both companies have a reputation of being valuable business

Orion Version 4.6

Orion Version 4.6 is an extensive and exciting update to your current Orion Version 4 Software. Version 4.6 contains hundreds of new features

AP Imaging Module

Today’s law firms depend on automation and tightly integrated software solutions to improve workflow between attorneys, legal staff and the accounting department

Orion Visual Analytics

Orion Visual Analytics provides easy to understand, concise insight into your law firm’s most important business questions.

Press Release: Orion Announces Extensive Enhancements to Orion Software at the 2014 UGM (10/14)

ATLANTA–(BUSINESS WIRE)– Orion Law Management Systems, Inc. (www.orionlaw.com), a leading provider of financial and practice management

Press Coverage: Orion’s Release of 4.6 Featured of Law Technology News (10/14)

Orion Releases Version 4.6 of Financial and Management Software At 2014 User Group Meeting

User Group Testimonials

“The User Conference was really great. Well done! Obviously everyone put in a lot of time and effort to make it happen. Thanks for hosting the

2014 User Group Meeting Session Guide

Paul Yelton, President Orion Law Management Systems, Inc. Welcome! As many of you know, the focus of the Orion User’s Conference is on education. Most of the

2014 Speaker Bios

Ari is an industry expert and very well known around the ALA. After nearly nine years practicing with large law firms in New York City,

Cell Phone as Backup Connection

Many lawyers are “dead in the water” if their primary office or home Internet connection goes down. Fortunately, most Internet Service Providers

Orion 4.6 Release (11/07/14)

We are excited to announce that Orion Version 4.6 is ready to be launched at your firm. This update contains many new enhancements to your

Orion Happenings November 2014

Happy Thanksgiving to our Orion Clients! Now that November is coming to a close, the Holiday Season is quickly approaching. In this edition of

Orion Newsletter October 2014

Orion greatly appreciates everyone who attended the 2014 User Group Meeting last week at the Marriott Evergreen in Stone Mountain

Client Trust Account – Last Activity “Aging” Report

We all know the client trust accounting rules inside/out. No commingling. Prompt withdraw of funds earned by the firm. Report all activity to clients.

MS Word Tip of the Month – November 2014

The two document formats lawyers most often encounter are Word (.docx) and Adobe Acrobat (.pdf). In Word 2013, you can

ALA Annual Conference & Expo (12/14)

As a proud supporter of the ALA, Orion is excited to announce that we will be attending the 2015 ALA Annual Conference & Exposition,

Find Free Wi-Fi at National Chains – But Protect Yourself!

There are many ways to get on-line today. Our homes and offices all have Wi-Fi. And most of us carry smart phones with the ability to function

Use Google Drive to Scan and Store Documents

We think of Google Drive solely as a Cloud-based file repository. But when combined with the Google Drive app for Android or iOS, it turns your phone

Affinity’s Tech Gift Guide 2014

We asked our Partners, Consultants, and Staff for tech-oriented gift suggestions this holiday season. They answered with an impressive variety of gadgets and gear.

MacCorner for December 2014

December’s newsletter is perhaps the easiest and most fun for me to write because it gives me the opportunity to rattle off some great tech toys and gifts.

Printing Word Documents from Your iPad

Microsoft released its Office for iPad apps earlier this year, including Word for iPad. One key feature missing from the initial release was the

MS Word Tip of the Month – September 2014

Collaboration is one of the great benefits of using Microsoft Word in your law practice. Whether you are working on documents with attorneys or staff within your firm,

Limited Time Add-On Module Sale (12/14)

It’s a great time to be an Orion Client! We are offering a special promotion to our Clients, that will help your firm take advantage of our recently

Orion Newsletter December 2014

Did you know that almost 30 years have passed since Orion’s software was first installed in a law firm? It amazes me when I consider what changes

Article: Law Firm Billing Gets Smart with Tech (12/14)

For law firms to get smart about bidding on work they need a legal management infrastructure with deep knowledge and understanding of their matters,

Affinity Consulting – Worldox Bootcamp

Affinity will be hosting their Worldox BootCamp in Atlanta, GA from February 23-24, 2015. You will receive intense training that will enable you

Affinity Webinar Series

Understanding Process Mapping January 25, 2015 at 11:00 AM EST with Debbie Foster

To 1099 or Not To 1099 Webinar (2014 Version)

Were you unable to attend our latest webinar? Orion partnered with Michael Marget of 4L Law Firm Services, to provide our Clients with the most up-to-date

Press Coverage: Orion Featured in ILTA’s 2014 Tech Survey Results (12/14)

    Orion Law Management Systems was chosen as on of the most popular Time & Billing (Accounting) Systems by ILTA’s 2014 Tech Suvey Participants.  The 2014 Technology Survey reports the input of 494 firms representing more than 106,000 attorneys and 217,000 total users. http://www.iltanet.org/Downloads/2014-Tech-Survey.pdf

Orion Happenings January 2015

Welcome to Orion’s first “Happenings” of 2015! These publications are just for our Clients, to help you get the most out of your Orion software.

Start the New Year Successfully – Resolutions for 2015

Our Partners and staff came up with several resolutions that will help you and your law firm get off to a good start in 2015. Some of these resolutions related

MS Office Tip of the Month – Use Keyboard to Change Case

Expert Word users know that the keyboard is faster than the mouse. While you can use the Ribbon to accomplish almost anything in Word

Lessons for Law Firms from the Sony Hacking Scandal

The complete fallout from the recent Sony hacking scandal is not yet known. Stolen data continues to be released by the hackers with each new week