Dramatically Streamline Business Development Activities
Orion improves client communications, referral source tracking & analysis while simplifying seminar invitations and storing historical marketing efforts, all designed to fuel individual practice group and overall firm growth.
Marketing? Most firms perform various marketing activities without knowing it. If your firm sends announcements after hiring a new attorney or bringing a new practice group onboard, this could be considered marketing. Does your firm produce newsletters, or practice group alerts when changes occur in state or federal law that may affect your clients’ interests? Do your attorneys provide specific industry-related seminars to their clients or prospective clients? Even if your firm only sends annual Christmas cards, this too can be considered marketing. The real question is how does your firm manage the data in these contact lists and related information? 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. Since Orion’s Financial Management software is fully integrated with its Practice Management system, analyzing marketing efforts or referral sources with key financial indicators such as fees collected year-to-date (or system-to-date) is not only possible, but an inherent function.
Benefits
Centralized Contact Database & Orion’s Exchange Sync Application – Offering synchronization with Microsoft Exchange, contacts can be centrally managed from Orion while allowing users to define personal sync lists so as to view and edit them from Outlook or a Smartphone. Using this model allows firms to keep key information up-to-date so that valuable time isn’t lost when generating lists for various marketing campaigns.
Customizable Data Views, Reports & Merge Forms – Tracking referral sources, industry types, practice group and firm related communications are key elements to any marketing plan. With Orion’s ability to allow firms to create an unlimited number of custom fields, reports and merge forms using Orion’s Document Library and Document Assembly process, creating lists of contracts meeting specific criteria and communication with then in-mass, is made easy.
Fully-Integrated w/Financial Management Data – Since Orion offers a fully integrated Financial and Practice Management solution, including key financial indicators such as fees collected year-to-date (or system-to-date) is simplified.