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AAEPA CounselPro8 vs. Orion Practice Management System

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
AAEPA CounselPro8
Score 0.0 out of 10
N/A
The American Academy of Estate Planning Attorneys (AAEPA) offers the CounselPro8 practice management system, a comprehensive approach to operating a firm.N/A
Orion Practice Management System
Score 9.3 out of 10
N/A
Orion Law Management in Atlanta offers their flagship product to support legal matter and practice management, with case management features such as document, calendar and billing mangement, and firm management features such as accounting, business intelligence, and marketing.N/A
Pricing
AAEPA CounselPro8Orion Practice Management System
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
AAEPA CounselPro8Orion Practice Management System
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
User Ratings
AAEPA CounselPro8Orion Practice Management System
Likelihood to Recommend
-
(0 ratings)
9.0
(2 ratings)
Usability
-
(0 ratings)
7.0
(1 ratings)
User Testimonials
AAEPA CounselPro8Orion Practice Management System
Likelihood to Recommend
American Academy of Estate Planning Attorneys, Inc
No answers on this topic
Orion Law Management Systems
Orion is a great information organizer. It can be used as a CRM for your company as well as a performance tracker. The CRM functions are minimal but do hold pertinent client information. You are able to see real-time performance data, and there is even a client-facing portal if your clients would like to see their performance. While Orion might be hard to figure out, it's a wealth of information and worth figuring out the best case use for your firm.
Verified User
Anonymous
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Pros
American Academy of Estate Planning Attorneys, Inc
No answers on this topic
Orion Law Management Systems
  • Billing
  • Synchs well with other programs
  • Contains massive contact list
  • Keeps up with client payments by user
Verified User
Anonymous
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Cons
American Academy of Estate Planning Attorneys, Inc
No answers on this topic
Orion Law Management Systems
  • Report building could use improvement.
  • Report finding and help is hard.
  • Cleaner menu dropdown lists.
Verified User
Anonymous
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Usability
American Academy of Estate Planning Attorneys, Inc
No answers on this topic
Orion Law Management Systems
It is a complex system and difficult to onboard and figure out, BUT once you've got the hang of it, it is a great tool for your company and for your clients. The help desk is responsive and knowledgeable, and does a great job sticking with you through onboarding. There are a lot of options within Orion that can feel overwhelming, but again, the help desk is fantastic.
Verified User
Anonymous
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Return on Investment
American Academy of Estate Planning Attorneys, Inc
No answers on this topic
Orion Law Management Systems
  • Provides accurate billing information for submission to clients for payments
  • Ability to run financial reports
  • Contact database is ongoing with new entries and updated information
Verified User
Anonymous
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ScreenShots