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, including Attorney and Firm Dashboards built in to Orion, the GL Live Financial Statements Module for more flexible drill-down capable reporting, enhancements to Orion’s Exchange Sync Module, AR Collections Manager Module improvements and a host of other improvements.
What’s New – Orion Dashboards
Orion has made the addition of Firm Dashboards which give your firm access to key financial information in a new visual format. Your Attorneys can view their own performance and compare this to performance firm-wide. These charts and graphs display your data in a way that makes it easy to spot trends while highlighting strengths/weaknesses in your financial performance. Orion will show your Firm Summary, Billable and Billed Dollars, WIP and AR in a new insightful way.
What’s New – GL Live Financial Statements Module
Building financial statements can be a complicated process. In addition, financial statements are stale the moment they’re printed and distributed. Orion’s new GL Live Financials Module gives you the ability to design financial statements that can be printed or distributed on‐line in a table view with drill-down and charting capabilities. Designed as a user-friendly report designer, GL Live Financials Module makes it very easy to create financial statements, add accounts, change values you want displayed, distribute information to individuals while maintaining a high level of security. The module also provides the ability to create a Cash Flow Statement in addition to a Balance Sheet and Income Statement.
What’s New – AR Collections Manager Module
Effectively managing accounts receivable (AR) is crucial for maintaining the financial health of a law firm. Firms need to easily identify “at risk” clients and invoices, which are reaching the point of diminishing returns in a systematic, efficient, user-friendly way. In 2011, Orion unveiled AR Collections during the user conference. Over the past three years, we’ve listened to you, our users, and will be introducing you to several enhancements designed to aid you in your efforts to more efficiently manage your collection processes.
In this latest release, we’re adding the option to view and manage collections at the Client and Matter level; not just at the invoice level. So, when you’re simply wanting to view the total due for a Client or a Matter, you can simply change your “view” from “Invoice” to “Client” or “Matter”. Not only can you view the totals by Client or Matter, you can now more effectively manage the collection activity while in each of these new views.
In addition to viewing and managing collections at the Client and Matter level, Orion AR Collections in Orion 4.6 provides the ability to better manage the appeal process when dealing with online e-billing companies. Now, it’s easier to view, for those invoices that are past due, which related to e-billing companies as well as the option to tag those invoices that are being appealed, the date the appeal was initiated as well as the amount in question.
What’s New – Exchange Sync Module
Orion’s Microsoft Exchange Sync Module – Now certified for Microsoft Office 365
Orion’s Exchange Sync software enables real-time synchronization of contacts, tasks (to-do’s) and calendar items (appointments) between Orion’s Practice Management System and Microsoft® Outlook® via direct access to Microsoft® Exchange. With the release of Orion 4.6, law firms moving their Exchange storage to Microsoft 365 (or those already hosted by Microsoft) will be able to migrate “to the cloud” without worrying about losing the ability to synchronize their contacts, tasks or appointments between Orion and Microsoft Exchange.