Is Orion Legal Software Capable of Managing Trust Accounts?

Orion Legal Software Capable of Managing Trust Accounts

Orion is a full-featured financial management and firm/practice management system built for mid-sized firms. Since 1985 Orion has proven to be a robust, reliable and scalable solution. It has a long history of client retention based on ongoing product development focused on meeting the changing needs of today’s law firm.

Studies show that a typical law firm loses 1.2 billable hours per day per attorney due to a failure to properly record time. With today’s legal professionals working in multiple locations using a variety of methods to produce work products (handheld devices, online research, email, fax, telephone and mobile phone), it is easy to see why this issue exists. A legal information system that provides complete control over case/practice management and financial data is essential.

The orion legal software includes comprehensive capabilities for time entry and reporting, matter/case financial management, document management, client communications management and case/practice management analysis. The system also includes a unique ePreBill Manager that automatically generates and sends electronic bills for a wide range of services to clients. The ePreBill Manager is fully integrated with Orion’s other features so the firm can manage billing and practice functions from one source.

A powerful searching capability allows Orion users to retrieve a large volume of data with a few simple search criteria. The system supports Boolean logic, wildcard and string searches. The system also stores all of the documents and communications related to a client matter in a database that is searchable, with complete document tagging and indexing. File records can be retrieved with a few simple keystrokes, and can even be searched by client name or email address.

Is Orion Legal Software Capable of Managing Trust Accounts?

Another powerful feature of Orion is the ability to track and report on attorney assignments. The system keeps a detailed record of all changes in assignment of attorneys to matters with reports on originating attorney, project manager, and responsible attorney. The system can then quickly produce daily deposit, matter ledger and trust/retainer balance reports by matter.

In addition, the Orion system allows for quick import and processing of client payments from a variety of sources. The system supports client-initiated online payments through the partnered with LawPay service, as well as credit card transactions entered from firm staff’s iPads and a secure swipe tool.

Orion is available in a traditional on-site installation and also as a hosted, secure Cloud solution. Both offer a proven team that is committed to the success of your firm from the on-site kick off meeting through implementation and beyond. Regardless of which option you choose, Orion can be accessed on any computer that has an internet connection. Using a virtual desktop environment, your team can access Orion and all of the other applications/data that you use, no matter what location they are in. This means that your firm can stop wasting time and money installing, updating and maintaining the many individual computers throughout the office. Instead, your team can all work on a single streamlined system, in the Cloud, with Uptime Practice.