Orion Provides a Complete Solution for Law Firm Management:

Contact Management, Smart Timers, Automatic Time Capture, Docketing – Case vs. Firm Level, Critical Date Management, Task Lists, Appointment Tracking, Powerful Clipboard, Document Merging, MS Office Productivity Tools, Automatic Matter Assignment, Client Intake Management, Report Writer, Customizable Fields & Views, Synchronization – Outlook & Exchange, Work Flow Management, Marketing Management – Client/Referral Association, Client Communications, iOrion – Mobile Acess & Remote Connectivity, Calendar Management, Advanced Event View, Event Classification, Email Management, Contact/Matter Relationships, Referral Souce Tracking, Relates Financial Information, Document Assembly, Custom Report Generation, Case Management

The Orion Practice Management System puts critical data right on your desktop. Everything you need to know about your firm: Case Management, Docket, Calendar, E-Mails, Contacts, Communications, Financial Statistics and Client Documents.

For the first time, Orion Practice Management enables law firms to move from a big picture view to the smallest detail efficiently and effortlessly – all in real-time and on-demand.

The Orion Practice Management System does the information-gathering work, allowing you to quickly and efficiently check the pulse of the firm and its operations at any time.

The Orion Practice Management System relates contact and case information to every e-mail and every document. Tightly linked to Orion’s Financial Management System, the Orion Practice Management System has the ability to capture billable time from all of your Client Communications whether phone calls or emails.

Exchange Sync Module –  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. This integration improves productivity by allowing users to view and edit information from a user’s Smartphone (e.g. Blackberry®, iPhone® or Android®).

By working directly with Microsoft Exchange, law firms can continue utilizing any number of services such as Microsoft Active Sync or Blackberry Enterprise Server software.  No longer will attorneys be restricted to their offices.

Contact Relationship Management

Orion Helps You Grow Your Practice – Effective contact management produces solid Client relationships, improves Client retention and builds a robust pipeline of referrals. The Orion Practice Management System associates contacts with Clients and referrals, allowing the firm to efficiently market its services and grow its Client-base.

Contact View
• Contact Lists
• Marketing Business Intelligence
• Contact Detail
• Related Matters
• Related Contacts
• Related Events
• Related Journals
• Related Documents
• Related E-Mails

View related contacts, all work performed by attorneys and staff: e-mails, documents, phone calls or docket events.

Better Manage Marketing Efforts – Orion improves client communications, referral source tracking and analysis while simplifying seminar invitations and storing historical marketing efforts, all designed to fuel individual practice group and overall firm growth. Orion dramatically decreases marketing management efforts by providing a centralized contact database, the ability to design and modify custom data views, reports and merge documents for mass document assembly.

Key Benefits
• Centralized Contact Database and Orion’s Exchange Sync Application
• Customizable Data Views, Reports and Merge Forms
• Fully-Integrated with Financial Management Data

Case Management

Staying on top of case deadlines, work product and documents is critical. The Orion Practice
Management System aggregates critical data to a single screen, creating a Case Management Dashboard that allows you to run your practice more efficiently.

Case View
• Case Lists
• Case Data Mining
• Case Detail
• Related Contacts
• Related Events
• Related Journals
• Related Documents
• Related E-Mails

View all documents, e-mails or contact information for every party in a case – all on one screen.

Data Tracking & Reporting – Orion makes tracking complex case data easy. With a built-in data design wizard, custom views, tables and fields are setup within minutes. When used in conjunction with Orion’s Document Assembly – Work Flow Process Manager, data is entered once and then merged into any number of case related documents. Add to this the ability to query and write custom reports with Orion’s report writer, providing your Client with a Case Status Report has never been easier.

Calendar Event Management

Docketing Court Dates and Rules-Appointments-Tasks – Orion’s Calendar system provides your firm with all you need for Docket Management. Coordinating tasks, deadlines and resources…doesn’t need to be a time-consuming exercise.

The Orion Practice Management System allows you to view the appointments of multiple people side-by-side in a user-friendly format, along with your tasks listed in the “To-Do” list. Orion’s Calendar Manager also lists matters and contacts as they are related to your appointments.

Calendar View
• Day, Week & Month
• Task Ordering
• Advanced Event View
• Reminder Alerts
• Docketing & Critical Dates
• Jurisdiction Control
• Sub-Events for Project Management
• Event Classification
• Custom Event Types

Critical Date Management – Critical Date Processing, also known as Docketing, allows you to automatically create a set of Critical Tasks and Appointments based on a defined list of rules in Orion. In the Critical Dates group, you can set up the location where the task or appointment will take place, along with specific date rules and protocols.

Microsoft Office Productivity Pack – Orion’s Microsoft Office Productivity Pack makes managing appointments even easier. Appointments can now be created and linked to their corresponding Client/Matter outside of Orion, by using Microsoft Exchange Appointments. Orion has also integrated Smart Timers, which can be related to Client/Matters, into Microsoft Office
Applications such as Outlook and Word.

Easily draft an email or document and associate the Client/Matter at the same time.

Never miss an opportunity to record time with Smart Timer Integration in Microsoft Outlook.

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