Orion Practice Management System vs. PracticePanther

Entering billing time is a breeze. It is also easy to keep up with all billing through the Time Manager screen in conjunction with Fee Entry. It works great as a calendar, with the ability to designate entries as tasks, events and other topics. The calendar program synchs with Outlook, no need to enter deadlines in two separate programs. It is a breeze to run conflict checks and the Smart Timers Management option is very user friendly.

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

• Invoicing with Ease
• Customization
• Customer Support
• Cost Efficient

Incentivized

• When multiple users utilize the program, it can sometimes slow down
• Doesn't always synch with other programs
• Occasionally a little bit difficult to perform a search

Incentivized

• There are some features that are available on one part of the software but not on others. E.g., when creating a task, you can add and make new tags. But during the creation of a workflow, when making a task, you can't make new tags. You have to make the task outside of the workflow space.
• An event whereby you can invite outside users/clients without creating a client portal.
• If the client portal was a bit more robust, I would like to use it. See the first item; I am unable to make tasks through workflows with links to be populated for my clients to make client task easier when I need to direct them to a different webpage to complete an item.

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

• It has allowed me to keep up with my time and billing.
• It has allowed me to keep client information all in one place.
• It has allowed me to keep up with money that I am owed.

Incentivized