Web-Enabled Information Access

Make full use of the advantages of accessing your firm's databases through a Web browser, without installing any further Elite-specific software. Wilson Technology will install, configure and customize Elite's WebView interface and capabilities to tailor the application to your firm's specific requirements.  Whether professionals are working at their desktops or at off-site locations, important financial and practice management data is at their fingertips.  WebView functionality is available with the following Elite software solutions:

  • Apex Client Relationship Manager

  • Billing Manager

  • Business Intelligence

  • Case Manager

  • Collections Manager

  • Conflicts Manager

  • Records Manager

Many Elite clients have WebView but have not yet integrated it with their current Elite systems – or maybe they have implemented the program but have specific requirements that the packaged version doesn’t address. Either way, Wilson can help.  Not only can Wilson handle your first-time implementation, we will work with you to customize the tool for maximum benefit to your firm.  Sample customization options:

  • Add additional screens to the WebView baseline

  • Consolidate screens for ease of access to critical data

  • Add custom security logic to existing forms and buttons

  • Integrate WebView with other online applications

  • Create WebView user groups and profiles

  • Add third-party information to WebView

Beyond WebView customization, our Internet development consulting practice can deliver web-based solutions on both .Net and J2EE development platforms to deliver the following functionality:

  • Financial Inquiry

  • Electronic Report Distribution

See our news article for more information.

 

 

Custom Reports for Thomson Elite

Business Intelligence

Custom Applications

Practice Management

Data Conversions

Products

 

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