As a hybrid cloud based solution Dynamic uses a familiar Windows user interface, with access to a range of Windows features, such as saving PDFs to the Documents folder and integrating with Microsoft Office components, such as Outlook and Excel.

But, sometimes you just need to check something.  What to do when your computer is not around, or it’s simply too much of a hassle to walk to the room and fetch it? Do you really need to switch on the computer to see whats going on? Or wait for the office to open to ask somebody to check?

Fortunately, Dynamic understands that sometimes you need easy online access.

Dynamic Online Reports

Dynamic has a light weight online access portal which allows basic activities on any mobile device.

Online means browser based.

Online means access anywhere.

Online means any device, at any time.

 

The online access portal is designed to provide focused access, restricting access and reports to client matters. Sensitive business information is not accessible. Transactions cannot be processed.

 

Ideally suited for easy access on the go, or limited to Reception or clerk level activities, the online access portal contains the following features:

• Search – Find Files or Transactions
• Ledger History Analysis
• Fee Book
• File Notes
• General File Detail Report

 

Imagine a Receptionist, tasked with channeling income phone calls. The online access portal allows name searches, which displays sufficient information to accurately identify the reference and the attorney involved.

Routing is now easy.

 

The attorney walks into an important meeting. Accurate information is critical. The online access portal makes it easy to confirm the last transactions and read the most recent file notes. Afterwards a fee is immediately debited to the Fee Book.

On a cell phone.

 

Online accessibility makes it possible to work at any time, anywhere, on any mobile device.

 

Conditions apply. All current versions of major browsers are supported.

 

Dynamic