Orion Practice Management System vs. Trust & Will

Orion Practice Management System

22 Reviews and Ratings

Trust & Will

1 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Orion Practice Management System	Score9.3 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
Trust & Will	Score6 out of 10	N/A	Trust & Will is an online estate planning documentation generation tool, from the company of the same name in San Diego, California. Sole proprietors can use Trust & Will's services to create a living trust to protect their interests. And small business owners can use the service in succession planning, and estate planning.	$599 one-time fee trust-based estate plan

Pricing

Orion Practice Management System

Trust & Will

No answers on this topic

Trust-based Estate Plan: $599
one-time fee
Self-guided Probate Plan: $600
one-time fee
Probate Plan with Concierge Support: $1750
one-time fee
Probate Plan with Attorney: $5000
one-time fee

Pricing Offerings
Orion Practice Management System	Trust & Will
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	Yes

No setup fee

Optional

—

—

User Ratings
	Orion Practice Management System	Trust & Will
Likelihood to Recommend	9.0 (2 ratings)	- (0 ratings)
Usability	7.0 (1 ratings)	- (0 ratings)

User Testimonials
	Orion Practice Management System	Trust & Will
Likelihood to Recommend	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. Incentivized Verified User Read full review	Trust & Will No answers on this topic
Pros	Orion Law Management Systems Billing Synchs well with other programs Contains massive contact list Keeps up with client payments by user Incentivized Verified User Read full review	Trust & Will No answers on this topic
Cons	Orion Law Management Systems Report building could use improvement. Report finding and help is hard. Cleaner menu dropdown lists. Incentivized Verified User Read full review	Trust & Will No answers on this topic
Usability	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. Incentivized Verified User Read full review	Trust & Will No answers on this topic
Return on Investment	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 Incentivized Verified User Read full review	Trust & Will No answers on this topic
ScreenShots