Orion Practice Management System vs. PracticePanther

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

It is perfect for law management as it has integrations with Lawpay, which is specific for operating and trust account billing. I am able to create custom intakes for a client to fill out, automated with a task when submitted, and then review and response. I am also able to use the forms for internal use to enter information and use templates to populate those fields onto documents that I create.

Incentivized

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

Incentivized

• Ease of Use
• Ease of Adding Time and Expenses to Accounts
• Ease of Seeing Aging Accounts

Incentivized

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

Incentivized

• Want to easily be able to customize matter information and haven't figured out how to do it.

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

Very easy to use and intuitive. This does not require complex data entry or toggling between multiple screens.

Incentivized

I love the Support team. Available through chat on any screen on your practice panther. They say they respond within 24 hours but it's usually at most 3 hours and they direct you a solution or that confirm no available solution. The team at PP is always helpful and know how to follow up with issues in a timely manner.

Incentivized

PracticePanther is much easier and much more user friendly for what I need.

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

• I have been able to expedite time reviewing a file, organizing information so less time spent on workers.
• The automated organization through integrations, like dropbox, to organize all my matters in a uniform manner. Saves time.
• Ease of use has saved on training as instructions can be implemented directly on workflows. Saves time. Each time it saves a worker time, I am more efficient and my return on investment is apparent.

Incentivized