| Orion Law
Management Systems Case Study |
| Orion Law Management Systems |
| Version 4.3 Customer Solution |
| Orion is what integrated software is meant to be |
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Web site: www.cphlaw.com Customer size: 34 lawyers, over Location: Customer Profile Clark, Partington,
Hart, Larry, Bond & Stackhouse is a full service
law firm serving the need of their business clients as well as successful
families and individuals throughout the Software and Services · Orion Financial Management - Time Management - Law Office Accounting - eBilling - Cost Recovery · Orion Firm Management - Conflicts of Interest - Marketing - Orion Reporting System - Event Driven Alerts · Orion Practice Management - Contact Management - E-mail Management - Document Assembly - Document Management - Case Management - Calendar/Docket Management - Client Intake Management Technology · Orion for Microsoft® Windows Server · Pervasive.SQL Database Server · Worldox GX2 · Microsoft® Exchange · Microsoft® Outlook |
Post-Hurricane Practice Management – Clark Partington’s Orion
Practice Management Implementation and Network Overhaul |
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Business Problem Hurricanes have
consistently devastated Solution Practice management is a very crowded field of
products so there with many options.
The firm gave a hard look at the market. They were highly interested in having a
complete front-end/back-end integrated system rather than a piecemeal
approach. Orion’s Practice Management
(PM) module was an appealing option since they currently had the Orion
financial system in place. However,
the firm wanted to complete their due diligence before making any final
decision. After comparing
several products, Clark, Partington, Hart, Larry, Bond & Stackhouse chose
Orion’s Practice Management system.
There were three main reasons as to why they chose Orion. First, it was robust, it did everything the
firm needed and was built to integrate perfectly with the Orion Financial
Management they already had in place.
Secondly, Orion’s Practice Management integrated with Worldox, which
would make Clark, Partington, Hart, Larry, Bond & Stackhouse users’ lives
easier because Worldox was already an integral part of their daily
workflow. Finally, Orion’s product
synchronized with Exchange which would allow the firm’s mobile attorneys to
access their Orion contacts and events on their smartphones. Another issue which influenced their
decision to go with Orion PM was that Orion’s technical support and customer
service had always been very strong.
Since they knew the practice management implementation might take
awhile, they were confident that Orion would stick with the firm and give
them the assurances they needed to complete the process successfully. |
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William J. Dunaway Shareholder |
The firm purchased Orion’s PM System
in December 2009. The implementation
of Orion PM with the Worldox interface and Exchange sync service options cost
the firm approximately $36,000 including the software, installation and
training. This was a special
discounted rate since they were already Orion customers. This cost represented a per user investment
of approximately $500, which the firm calculated would result in a return on
investment (ROI) within the first year given the ability of each attorney to
capture and record an additional 0.1 hours per week of billable time. Implementation Orion’s technical team went to the
firm’s offices to install the software.
During the evaluation period, the firm had opted to outsource their IT
from in-house to consultant-based.
Orion worked with their outsourced IT providers to get the PM platform
in place and running smoothly. In preparation for the PM
installation, Once Orion was installed, the firm
also upgraded their workstations to the specifications that Orion said would
be optimal for the success of their product.
The firm has 80 people using the PM system across their two offices,
but with one database located in the In January 2010, the firm performed
memory upgrades on all of their user workstations. In addition to Microsoft® Office, the three
main applications in use at the time were Worldox for document management,
Orion for time entry and accounting, and Outlook for e-mail, calendaring and
contacts. They found that at least 2GB
of RAM per machine provided optimal user capabilities, so they brought each
computer up to that level. In April, Orion also did its first
training for the firm’s staff on PM’s contact management features. Before the install, each lawyer had a
separate Outlook address book so, as a firm, there were 34 separate contact
lists to maintain. |
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About Orion Law Management Systems
Tell Us Your Story To learn more
about Orion’s http://orionlaw.com/contact.htm . For additional information visit
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Orion PM now maintains one,
firm-wide, centrally accessible contact list, so if an address or phone
number needs updating, it only needs to be updated
once. Now the firm’s attorneys can
much more easily share contacts, send out holiday cards and coordinate
contacts across practice groups. In May, Orion launched into phase
two of our training, this time focusing on the Exchange Sync functions. Orion’s Exchange Sync feature was
incredibly helpful because it allowed event information entered in via
smartphone (iPhone, Blackberry®, Droid, etc.) to be populated in Orion and,
further, those events entered in Orion could be synchronized to Outlook's
calendar. Nothing is more important to
the firm’s attorneys than their contacts, calendar and task entries being
remotely accessible. Over, the summer of 2010, The
firm is already benefiting and is on track to show a ROI ahead of schedule
with Orion PM because they are capturing more time per attorney per month. As a shareholder at the firm, William
Dunaway has noticed that the system has made him more efficient since it is
easier to find contacts, phone numbers, e-mail addresses and documents
related to my cases through Orion’s expanded integration with Worldox. He is also better able to track the
progress of files that he is not working on day-to-day, but are otherwise
responsible for monitoring.
Additionally, knowing that there are features offered by Orion PM not
yet implemented means that the firm will continue to see increases in the their
overall productivity as their knowledge and use of the software expands. Now that Orion PM has been
implemented and the firm’s network and workstations have been updated, they
are in a much better position to weather the next hurricane that comes their
way. They have critical firm data in a
centralized database with a robust back-up management plan in place. Their productivity has increased, and the
integrated front-end/back-office system that Orion has provided really
benefits the firm’s ability to serve its clients. |