Legal Contact Management Software
Orion's legal contact management tools make it easy to organize, connect, and act on every relationship your firm manages. Assign contact types, build relationships between contacts, cases, and events, and maintain multiple addresses with primary and associated records that cascade updates automatically across related contacts.
The interface is designed to give your team complete visibility at every level. The contact list on the left, detailed contact information on the right, and all associated relationships displayed in sub-panels below put everything your team needs within reach, without hunting across platforms or toggling between systems. Orion's approach to legal contact management strengthens client relationships, improves retention, and helps your firm build a consistent pipeline of referrals.
Better Manage Marketing Efforts:
Orion simplifies legal contact management for marketing by centralizing every client communication, referral source, and outreach effort in one place. Track and analyze referral sources, manage seminar invitations, and maintain a complete history of your firm's marketing activity, all from a single, searchable contact database.
Custom data views, reports, and merge documents make it easy to execute targeted outreach and mass document assembly without the manual effort. Whether you are supporting individual practice groups or firm-wide growth initiatives, Orion reduces the administrative burden of marketing management so your team can focus on building relationships that drive revenue.
Efficient and Streamlined Contact Management
Interested in a Cloud Solution?
Is your firm searching for a Cloud solution, but in need of a feature-rich and robust platform? Look no further. Orion’s Financial Management System is also available in the Cloud. The Cloud offering provides our full-featured software without the need for specialized hardware or installation. The Orion Cloud offers your firm the flexibility of a secure mobile office wherever internet access is available. Not sure what your firm needs? Since we offer an on-premise and a Cloud solution, Orion’s expertise can help your firm decide what is best for your unique infrastructure and environment.
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