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How Orion Legal Software Handles Data Backup and Disaster Recovery

Orion Legal Software Handles Data Backup and Disaster Recovery

Using an integrated financial management system, client and matter management tools, and document management software to run a successful law firm is essential. Orion Legal Software is a robust software application that delivers all of the back office functionality needed to run a firm efficiently.

A law firm’s practice management software program is a central hub that manages clients, cases, contacts, emails, to-do’s, docket items and calendars. It helps the firm stay organized and track matters, billing, time and expenses. orion legal software Case & Document Management system is an invaluable tool that allows lawyers and paralegals to easily locate documents, files and emails with a simple search. This feature saves valuable billable time that was previously lost searching inefficiently with multiple case folders and file names.

Orion’s document management system has a sophisticated, flexible architecture and an intuitive user interface. This allows staff to organize, label and store files in a highly secure database environment. All files are indexed and easily retrievable allowing users to find information quickly through simple searches that can include Boolean logic, wildcard and string searches. The system allows for a variety of different document formats to be stored within each case and also keeps links between emails and attachments.

One of the biggest challenges in managing a law firm is finding ways to improve productivity and efficiency. One of the most overlooked ways to do this is by improving firm communications and client relationships. Orion has built an integrated communication tool that allows for the creation and management of email and newsletter campaigns. This provides the firm with a way to send communications to clients, prospects and other stakeholders, while providing a record of communications that can be used to improve future interactions.

How Orion Legal Software Handles Data Backup and Disaster Recovery

With the growing prevalence of electronic filings, Orion offers a full-featured eFile System that makes it easy for a lawyer to create and process documents. This includes an electronic workflow that automates the routing, review and editing of documents for both incoming and outgoing faxes. It also handles a lawyer’s entire case filing and recording process.

Orion has built a powerful conflicts management and avoidance system that can be accessed directly from the matter intake window. This system lets the attorney enter name, alias and relationship information directly into the matter intake window or import this data from an external file. Orion then uses the new information to perform a conflicts search to ensure that no other matter is pending that could conflict with the matter at hand. It also incorporates formal searches that were conducted for lateral hires into the intake process.

A well-executed Orion Cloud migration should be a seamless transition into a better, more productive and profitable environment. A scrupulous onboarding project manager will develop a plan that carefully and methodically moves your current technology and applications to the cloud. Once the plan is set, your Orion cloud provider will begin building a private Cloud platform and moving the individual components of your system over piece by piece.

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