Elite 3E vs. Orion Practice Management System

Timekeeping is good, but the report output could be better. The interface is much better than it used to be.

Incentivized

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.

Incentivized

• Tracks time
• Separates billable and nonbillable hours
• Separates by Matters and clients

Incentivized

• Billing
• Synchs well with other programs
• Contains massive contact list
• Keeps up with client payments by user

Incentivized

• Users have reported that they have more reporting capability in other software.
• The upgrade process is very time-consuming.
• Sometimes slow.

Incentivized

• Report building could use improvement.
• Report finding and help is hard.
• Cleaner menu dropdown lists.

Incentivized

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.

Incentivized

We seem to get the answers that we are looking for rather quickly.

Incentivized

We experienced a better ROI with 3E and the timeline made more sense.

Incentivized

• Better capability than it's predecessor.
• Makes business run smoother.

Incentivized

• 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

Incentivized