Name: Orion Practice Management System
Rating: 9.1 (20 reviews)
Author: Orion Law Management Systems

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Help Authoring

Mind Mapping

Development

Business Intelligence (BI)

Collaboration

Corporate Social Responsibility (CSR)

Environmental Health and Safety (EHS)

IP PBX

Manufacturing Execution

Enterprise

Accounting

Expense Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

HR Management

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Delivery Controllers (ADC)

Cloud Storage

Code Review

Data Catalog

Data Fabric

Data Recovery Service

Data Virtualization

Fraud Detection

IT Infrastructure Monitoring

Integration Platform as a Service (iPaaS)

Interoperability

Network Performance Monitoring

Observability

Relational Databases

Server Management

Software-Defined WAN

Storage Area Network

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Click Fraud

Contact Management

Content Management

Customer Experience Management

Digital Asset Management

Direct Mail Automation

Email Marketing

Local Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Website Builder

Marketing

Project Management

Wireframing

Professional Services

Customer Relationship Management (CRM)

Sales Coaching

Sales Intelligence

Sales

GDPR Compliance

Security

ID Card

Insurance Policy Administration Systems

Insurance Underwriting and Rating

Last Mile Delivery

Library Management

Pharmacy

Plagiarism Checker

Smart Cities

Telemedicine

Vertical-Specific

small

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

Investment Portfolio Management

medium

Elite ProLaw

Legal Billing

Elite Technology

Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.

Starter

Boutique

Elite

Clio Grow

Clio

Law Practice Management

large

Morningstar headquartered in Chicago offers the Morningstar Advisor Workstation, an investment portfolio management application.

Morningstar Advisor Workstation

Morningstar

The Yourefolio platform provides an experience for estate planners, equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists in maintaining them.

Yourefolio Grow

Yourefolio Practice

Private Label and Enterprise Licensing

Yourefolio

Estate Planning

Yourefolio Enterprises LLC

Advanced

MyCase

AffiniPay

Solo Plan (Billed Monthly)

Solo Plan (Billed Annually)

Essential Plan (Billed Annually)

Essential Plan (Billed Monthly)

Business Plan (Billed Annually)

Business Plan (Billed Monthly)

PracticePanther

Nitrogen Growth Platform (formerly Riskalyze) is an investment portfolio management software platform from the company of the same name in Auburn.

Nitrogen Growth Platform

Nitrogen Wealth, Inc.

CARET Legal, previously known as Zola Suite, is a solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time.

CARET Legal

CARET (Abacus Data Systems, Inc. )

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.

Amicus Attorney is a legal practice management platform which focuses on growth and business development, from AbacusNext in San Diego.

Amicus Cloud

Amicus Attorney by CARET

Estateably is an estate planning software solution designed to increase the user's operational efficiencies by automating repetitive tasks, increasing collaboration between internal and external parties, embedding workflows and tracking activities on a tamper-proof audit log.

Basic Estate Administration

Professional Estate Administration

Professional Trust Administration

Basic Trust Administration

Enterprise Trust or Estate Administration

Estateably

Orion Practice Management System

Likelihood to Recommend

Orion Law Management Systems

Reviews

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Law Practice Management Software

Worldox

Microsoft Teams

Outlook4Gmail

Our firm utilizes Orion Practice Management System for multiple applications. Primarily, this is our billing program. It is also contains the contact database - an ongoing database of all contacts in every capacity. Orion Practice Management System is synched with other software to create seamless integration of documents into other applications. It is extremely user friendly and easy to learn. 

Product Usage

Our firm utilizes Orion Practice Management System for multiple applications. Primarily, this is our billing program. It is also contains the contact database - an ongoing database of all contacts in every capacity. Orion Practice Management System is synched with other software to create seamless integration of documents into other applications. It is extremely user friendly and easy to learn.

Pros and Cons

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

Things done well

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

Things done poorly

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.

Time Entry
Calendaring
Contacts
Conflict checks

Most Important Features 3.4.21

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

Return on Investment

Worldox GX4, Outlook4Gmail, Microsoft Teams

Other Software Used

Orion Practice Management System 2022-08-16 07:42:30

Operating Systems	Unspecified
Mobile Application	No

Orion Practice Management System

Overview

What is Orion Practice Management System?

Orion Practice Management System is your one-stop billing software

Pricing

Orion Practice Management System

What is Orion Practice Management System?

Entry-level set up fee?

Offerings

Would you like us to let the vendor know that you want pricing?

Alternatives Pricing

Amicus Attorney by CARET

What is Amicus Attorney by CARET?

Estateably

What is Estateably?

Product Details

What is Orion Practice Management System?

Orion Practice Management System Technical Details

Comparisons

Compare with

RightCapital

Elite ProLaw

Clio

Morningstar Advisor Workstation

Yourefolio

MyCase

PracticePanther

Nitrogen Growth Platform

CARET Legal

Reviews and Ratings

Reviews

No reviews found