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.
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CosmoLex
Score 9.0 out of 10
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CosmoLex in New Jersey offers their legal practice management application which supports all business administration needs, as well as accounting and billing internally, without needing to integrate with accounting software.
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.
Because it is cloud based, CosmoLex is well suited for a lawyer starting up a practice as there is no need for a server. It is also very easy to use from home as it doesn't require a remote session to login, but can be used from any device. It is not well suited for a practice that requires a very fast pace for accounting as it takes a bit of time for each transaction to load, frustrating the user and causing them to lose momentum. On the other hand, if time is taken to set things up, there are a few tools that make importing expenses much quicker, and time can be made up by just taking some time to set things up.
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.
There is far too much reliance on symbols versus words, and it is sometimes difficult to navigate to the function you need. CosmoLex offers great support, knowledge base, and training, but sometimes you just don't have an hour to spend learning how to do a basic function that you have forgotten, and you just need it to WORK. It would be great to have the option of having word labels instead of picture symbols. It would also be great to have full functionality in the smartphone app. It just is not good. Not good. Pretty much everything keeping me tied to CosmoLex is on the money management side.
I think that CosmoLex actually relies so much on its stellar support infrastructure that it forgets we don't actually want to have to use it. Just make the darn thing easier to navigate and understand, and you won't need all that client-facing support. You can choose chat, email, phone, knowledge base, embedded training videos within the different pages, but darn it all, I just want it to be more intuitive instead.
I used CosmoLex over PC Law mostly because it was cloud-based, and I used it over Clio because the accounting for Clio required the use of both Clio and QuickBooks which made for very inefficient data entry. CosmoLex is slower than PCLaw when inputting entries, but I believe that in the long run, it will be better as CosmoLex is better situated to move forward with new technology.
