Orion Provides a Complete Solution for Law Firm Management:

Time Entry, Time Editing, Client Rolodex, MS Office Productivity Tools – Integrated Time Capture, Conflict Checking, Client Intake, iOrion – Remote Access & Mobile Time Entry, Financial Statistics, Smart Timers, Invoicing, Fee Agreements, Task Based Billing, Split Billing, Electornic Billing – EDI, Records Management, Real-Time Budget Analysis, Cost Recovery, Accounts Payable, 1099 Processing, Trust Accounting, AP Imaging, MICR Check Printing, Bank Reconciliation, Accounts Receivable, Retainer Deposits, Reminder Statements, Collections Manager, Debit/Credit Card Processing, Expense Reimbursement, General Ledger, Flexible Financial Statements, Reports – Standard or User Defined

The Orion Desktop

Payment Calendar – The Orion Payment Calendar allows authorized users to view payments in a calendar format. Full drill-down is available to see the source of the payments and how they were applied (and which Timekeepers received Fee Credits). This is a perfect tool for the busy Managing Attorney and Administrator.

Payments can be filtered by:

• Responsible, Originating or Working Timekeeper
• Payment Type (Payment, Retainer or Trust Applied as Payment and Retainer Deposits)
• Office Location
• Type of Law

Matter Status – Orion gives you the tools to manage your practice right from the desktop.  When a Client calls, you can see up to the minute statistics – including last payment date, last bill date, invoice detail and recent payments.

Key Financial Statistics:

• Firm and Matter Level – Real Time Inquiries
• Receivables
• Work in Process
• AR Ledgers – with timekeeper breakdowns
• AR and WIP Agings on Screen
• Budget Targets – Projections

Orion Billing and Accounts Receivable

Law firms depend on the quick production of bills that provide their Clients with the necessary information and reflect their professionalism. Orion offers the right combination of flexibility, power and ease-of-use. Orion can make your job easier and more efficient by providing the following features:

• Import Transactions from Popular 3rd Party Systems such as Nuance and nQueue®.
• Invoice & Prebill Format Designer
• Split Billing
• Automatic Printing of Scanned AP Vendor Invoices
• Electronic Billing (Electronic Data Interchange using popular formats such as the LEDES1998B format and virtually any
custom format based on your Client requirements)
• Mobile Access via iOrion
• Debit/Credit Card Processing with PayPros® Legal Integration

PayPros® Legal Integration – Now, not only is it easy to distinguish credit/debit card transactions from other types of transactions, but access to key elements of these transactions is always available.

Bill Preparation – Finalize bills in one simple step. Edit hours, amounts, narrative, billing rates adjustments, write ups/write downs from one screen. Orion’s advanced bill editor produces picture perfect invoices every time.

Prebills and Billing

• Prebills, Invoices created with a variety of sorts and user defined sections
• Cover Sheets and Past Due Reminder Statements
• “File Copy” and “Carbon Copy” invoices (copies of invoices to be sent to different addresses) can be created simultaneously
• Distribute invoices via e-mail or send to a standard word processor

Email Bill Delivery

Orion’s streamlined bill delivery system makes client invoicing faster, greener and more productive. The electronic invoices can be customized, automated and sent via email allowing for complete control of the billing process.

• Customizable email templates with “Drag and Drop” object control
• Automated PDF Creation
• Password Protection Capability
• Integration with Outlook and automated sending queue
• Cover Sheet Option

Payment/Deposit Processing

Orion’s Accounts Receivable system provides a flexible, yet easy-to-use system for entering/applying payments. After confirming deposit totals, Bank Reconciliation is automatically updated.

AR Collections Manager

This module dramatically streamlines collection efforts by providing both the billing attorney and accounting staff or collection manager with an instant, updated snapshot of open invoices, steps taken to collect on those invoices, and instructions pertaining to “doubtful” debtors.

• View key statistical AR information in summary and invoice level simultaneously
• Tag invoices to be “written-off” for the AR clerk
• Easily identify collection contacts for various communications
• Record actions taken to collect using “journal” tool
• Customizable email templates for collection activities
• Block new matter opening for clients in collections
• Print and distribute AR reports including collection status and notes

Expense Reimbursement Manager

Orion’s Expense Reimbursement Manager dramatically streamlines workflow between the attorneys, legal assistants and the accounting group by eliminating the paper-based, manual tracking system typically used by many firms. With a user-friendly interface for submitting and managing reimbursement requests, each party involved in the request process is made fully aware as to the status of the request an, when an item has been denied, what’s needed in order to process the request.

Accounts Payable

Orion’s financial applications record, manage and pay expenses including client advances, recurring payables and trust disbursements.  The Accounts Payable system is fully integrated with Billing, Accounts Receivable, Trust, Bank Reconciliation, Payroll Processing and General Ledger. This integration ensures real-time account status and accurate answers to the firm’s inquiries.

• Vendor Status
• Voucher Entry and Check Processing
• Quick Checks
• Bank Reconciliation
• Supports Invoice Imaging
• Client Advances
• Full Retainer and Trust Reporting
• Advanced Open Voucher Inquiry
• MICR Check Printing

General Ledger

• Easy to use Screens – Journal entries are simple, always in balance-with automatic audit prompts
• Financials can be provided using Cash or Accrual methods (or both)
• Multiple account inquires and reports
• Flexible reporting with Real-Time Financials
• Full audit trail, reversal capabilities
• Customizable Account numbers with “usage notes”
• Account Status with Budget comparisons and variances

Orion Financials

• Produce Financial Statements at the push of a button
• Flexible Income Statement and Balance Sheet design
• End-of-month processing is seamless
• Reporting by department or office location is made simple
• Orion provides Financial Accounting flexibility with audit and control features that law firms require

Orion Reporting

Orion has 100’s of Financial Reports with user defined sorts and selections that give you the flexibility you desire in a law firm information system. Output reports to screen, email, spreadsheets, or external databases such as Access directly. Easily define what is on a report – summary totals and sections shown — based on firm preferences. Reporting is how you want it, when you want it.

http://orionlaw.com/doc-library/brochure/Financial%20Management.pdf