Happy Thanksgiving from Orion
Happy Thanksgiving to our Orion clients! Now that November is coming to a close, the holiday season is quickly approaching. In this edition of our Orion Happenings, the Support Corner articles will focus on getting your year end procedures done as well as 1009 Form processing. Make sure to check those out.
New! Webinar Announcement
This year, Orion is once again partnering with Michael Marget and Heather Tang from 4L Law Firm Services to provide you with a free Webinar titled “Are you Ready for the January 1099 Deadline?”.
This Webinar will cover many different topics regarding preparing and processing 1099 forms, and will include special tips and tricks to make this process easier than ever.
Registration for this Webinar is now open, so make sure to sign up to guarantee to your virtual seat! The Webinar will be held Wednesday, December 18th at 2:00 PM EDT.
Click here to register now.
https://attendee.gotowebinar.com/register/598395264449020418
Follow Orion on LinkedIn
Many of you are LinkedIn users, but did you know Orion has a LinkedIn company page? We post important updates on our software as well as links to webinars, giveaways and other educational opportunities. Don’t miss out on this useful information, click here to take a moment to follow us and connect via LinkedIn, you still have time to be entered into our gift card giveaway!
We will randomly select one of our followers to receive a
$25 Starbucks Gift Card
The winner will be announced in our next Quarterly Orion Newsletter, (the December edition).
http://www.linkedin.com/company/1681643
New! Update to AP Imaging Module
Orion’s AP Imaging Module allows users to store scanned copies of vendor invoices within Orion. If your clients require copies of vendor invoices for client advances that appear on their bill, the AP Imaging module will save your firm valuable hours each month. Our update to this module contains many great features, which are listed below.
• Images can now be imported from PDF (versus scanner)
• Images can be associated with Firm related expenses
• New options involving Client requirements on expenses
• Images can be printed along with a Prebill
• Warnings appear in Prebill Manager and are printed on the Prebill itself when an image is required
• Check Requests now support an option to attach images
• Image annotations can be done from within Orion’s AP Imaging Module
Contact the Support Desk for more information.
New! iOrion® for iOS7
iOrion® has been launched for Apple’s newest operating system, iOS7. iOrion was originally released on the App Store earlier this year. It is one of the most complete iOS apps available for financial and practice management. Along with a new look and feel to match the iOS7 theme, we’ve added “Quick Picks” for Time Entry. This allows the user to record their billable time even more quickly. We’ve also made enhancements to improve the app’s speed and performance.
Interested in getting iOrion at your firm? Make sure to watch our iOrion Demo, and contact the Support Desk for more information.
http://www.screencast.com/t/fhFff7NEIBZ
Pervasive Update for Version 9 Users
Your Orion software utilizes a sophisticated Pervasive SQL database to store and retrieve your firm’s data. Like Orion, Pervasive SQL continues to be enhanced through periodic updates that improve performance and data integrity. The current release of Pervasive SQL is version 11. (This is the version currently installed for most of Orion’s clients). We have reached a stage in development where we wish to incorporate features into Orion that can only be supported by the latest version of Pervasive SQL. With this in mind we wish to advise you that we can no longer provide product updates to customers using Pervasive 9 after March 31, 2014. We wanted to provide you this date well in advance, so that you may begin budgeting as necessary.
Please see the letter that was mailed to our clients currently using Pervasive 9, or contact the Support Desk to obtain upgrade pricing information.
http://orionlaw.com/lib/fn/Pervasive_Ver_9_Client_Letter
Recent Client Milestones
Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C. selected Orion’s Financial Management and Practice Management software as their all-in-one solution.
Drost, Kivlahan, McMahon & O’Connor, LLC selected Orion’s Financial Management software to better manage firm operations.
Leitner, Williams, Dooley & Napolitan, PLLC made the addition of Orion’s new AP Imaging software.
Aronberg, Goldgehn, Davis & Garmisa made the addition of Orion’s AR Collection Manager to improve collection efforts and speed up cash flow.
Fullenweider Wilhite made the addition of iOrion, Orion’s complete mobile solution for firm management.
Client Spotlight
“Our reason for choosing Orion’s Practice Management software was due to the fact that we wanted a centralized docketing system that integrated with our time and billing system.”
– Jennifer Boileau, Finance Director
Doherty, Wallace, Pillsbury & Murphy, P.C.
Doherty, Wallace, Pillsbury & Murphy is located in Springfield, Massachusetts and offers a broad litigation practice, extensive corporate, real estate, banking, intellectual property and health care practices, and sophisticated estate and probate practices. The firm is large enough to meet the diverse legal needs of a wide variety of clients yet small enough to allow prompt referrals to the most appropriate attorney.
ALA Annual Conference & Exposition
As a proud supporter of the ALA, Orion is happy to announce that we will be attending the 2014 ALA Annual Conference & Exposition, taking place May 19-22, 2014 at the Metro Toronto Convention Centre in Toronto, Ontario, Cananda. We look forward to seeing many of our clients at this event each year.
Registration for attendees will be opening next week on Monday, December 2nd. For more information, click here.
http://www.alanet.org/conf/2014/index.html
Support Corner
Preparing for 1099 Processing
Processing and creating 1099 Forms is done once a year and can be a challenging task. Procedures performed on a daily, weekly or monthly basis are easy to remember. Those performed only once per year require “refreshing” your memory every time you need to use the procedure. The key to making the production of 1099 Forms easier and less stressful is in setting up vendors correctly on the front end and in knowing how to get the most out of the 1099 processing program.
To read the guidelines and procedures to follow when preparing for 1099 processing, click here.
http://orionlaw.com/lib/fn/Preparing_for_1099_Processing
You can also click here to view our first video which focuses on how a vendor is initially set-up for the 1099 default and how to correct a distribution line in a voucher.
http://video.orionlaw.com/t/wt5Tqp7YtgDC
Our next video covers setting up your work-file query to be used with 1099 processing, which you can view by clicking here. Most of our clients will not need to re-do this task, but if you are a new client, this video may be beneficial to you.
http://video.orionlaw.com/t/KwyvRIaUsv
Processing 1099 Forms in Orion
Once you have prepared by making sure the steps in the document above are completed, you are ready to process your 1099 Forms in Orion. Click here for instructions on how to complete this task.
http://orionlaw.com/lib/fn/Processing_1099_Forms
We also cover this topic with helpful videos. The first covers 1099 Processing in Orion, which you can view by clicking here.
http://video.orionlaw.com/t/aayVQxsfvyF
The next video focuses on editing the layout of your actual 1099 form, take a look at this one by clicking here.
http://video.orionlaw.com/t/Z6quV77ZB
Tech Tip
Hidden Security Risks –
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. It is also common knowledge that computers store information on hard disk drives, but did you know that your copy machine has the ability to do that as well? Some printers and most copiers also contain hard drives that record and store data. Residual data remains on the disk after printing and copying, and can be easily accessed by anyone that gains possession of that hard drive…
To read the complete article, click here.
http://orionlaw.com/lib/fn/Tech_Tip_Nov_2013