Ready for a True Mobile Solution?
“I love the iOrion Mobile App and use it all the time on my iPad. Now, I can be even more productive while I’m out of the office because iOrion lets me capture billable time, access client contact information and review/edit time entries from anywhere. iOrion is easy – it’s available instantly and eliminates the need to log-in to our remote desktop system because I can pull up the necessary data on my iPad through the iOrion App. Orion has done it once again – I’m thrilled with the iOrion Mobile App!”
– William J. Dunaway Shareholder, Clark, Partington, Hart, Larry, Bond & Stackhouse
For today’s legal professionals, a full-featured mobile access tool is more than “nice-to-have” – it’s a necessity. And most legal professionals are justifiably concerned with the constant management of their valuable billable time. Recent studies and surveys have repeatedly found that frequent and immediate timekeeping greatly decreases the amount of lost billable time. Once lawyers or legal professionals step away from their computers, keeping track of time becomes a more difficult task. Further, many of the solutions offered for the mobile lawyer and legal staff tend to be complex, cumbersome and expensive.
iOrion® is a complete financial management mobile application that allows legal professionals to access data from Orion using any recent-model iOS® device. With basically no training and very little setup, lawyers and their legal staff are able to immediately begin entering time using an iPad®, iPad Mini® or iPhone®.
iOrion doesn’t stop with just a simpler, more efficient mobile timekeeping solution. iOrion provides lawyers and their legal staff with access to critical information about clients, related contacts and cases. In addition, emails and phone calls can be initiated from the legal professionals’ Client or favorite Matter when viewing a related contact. As with Orion’s desktop application, when the legal professional completes those activities, iOrion will automatically track the time and create a related fee. iOrion allows legal professionals to better manage their cases, keep more accurate account of their billable time and expenses, and stay on top of the firm’s bottom line.
Designed with Simplicity and Security in Mind
- Simple, user-friendly interface requires virtually no training.
- Spelling errors are avoided with quick-words and auto-correction.
- Streamlined Installation Process – In two simple steps, lawyers and their legal staff are capturing time from an iPad, iPad Mini or iPhone.
- User-based access & “bank grade” communication security insure the firm’s data.
- iOS dictation eliminates the need to type lengthy descriptions.
Simultaneously view time in both a list and calendar format using Orion’s Time Manager. Regardless of where or who entered the time, the transaction can be viewed, edited or deleted from within iOrion or Orion’s Desktop application.
iOrion Seamlessly Integrates with Orion’s Desktop Application
- Time can be entered, viewed and edited regardless of whether it was entered directly into Orion’s “Desktop” Client-Server application or from iOrion. Month-to-date, year-to-date and budget comparisons, with intuitive graphs, have been designed to improve the legal professionals ability to stay on top of their billable time.
- Timers started from Orion’s “Desktop” Client-Server application can be managed from iOrion.
- “Nicknames”, allowing legal professionals to view and search for their favorite Matters, can be managed from iOrion as well as Orion’s “Desktop” Client-Server application.
- As time is entered into either Orion’s “Desktop” Client-Server application or iOrion, the “Recent Matters” list is automatically updated and synchronized between the two platforms.
- Access to Orion’s Expense Reimbursement Manager, which eliminates paper-based, manual tracking systems makes submitting and managing reimbursement quick and easy.
- Client invoices can be viewed, reprinted or shared via email, AirDrop, etc.
- Access and view documents, emails and journals by Client and Matter.
- Tasks & Appointments can be entered, viewed and edited regardless of whether it was entered directly into Orion’s “Desktop” Client-Server application or from iOrion.
Tired of manually keeping-up with the time it takes to complete a particular task or activity? Use Orion’s built-in “Smart Timers” to track your time while you’re on the go. Then convert the timer into a billable Fee from within iOrion or by using Orion’s Desktop application when you return to the office.
View “Clients” only or search/scroll-through “All” Contacts. View relationships, initiate emails or phone calls with a tap of the finger. Want to view financial information such as AR Balances? Simply select “(i) Status” to drill-down on the details.
View and manage tasks and appointments using iOrion’s Event view which utlizes an intuitive calendar and “to-do” list. When completing a task or appointment entered into iOrion, a related time record is automatically created, insuring a reduction in lost time.
iOrion® Highlights Include:
- Time Management – iOS versions of Orion’s “Time Entry”, “Smart Timers” and “Time Manager” functions are available.
- Contacts – All contact related information is accessible including relationships to other contacts and Matters. Emails and phone calls can be initiated from iOrion. As these activities are complete, iOrion automatically prompts the user with a related time entry. iOrion can also help you navigate, as a map or even driving directions can be initiated by simply tapping on an address.
- Matters – The Matters view provides the same functionality as “Contacts” but organized by “Matter” so the legal professional is able to quickly locate key Matter information, initiate and bill for time associated with phone calls and emails.
- Tasks & Appointments – Access to key Client and Matter financial information (a.k.a. “Client Status” and “Matter Status”) is available on-the-go. In addition, lawyers and their legal staff can also view and manage related “Journals”, emails, documents, tasks (“to-do’s”) and appointments.
- Payment Calendar – Real-time access to payment information, organized by Originating, Responsible and Working Attorney with summaries by day, week and month can be viewed using the iOS version of Orion’s Payment Calendar. Payment details are available at a tap of the screen and can be viewed graphically.
- Expense Reimbursement – Mobile submission of reimbursement requests, along with the ability to scan receipts or other documents.