Welcome to the Learning Center!

The Learning Center provides two types of tutorials to help you learn how to set up and use ESILAW. All tutorials can be maximized to fit the screen. Note that the majority of tutorials use ESILAW's Simplified menu for navigation. If you have ESILAW set up to use a different menu such as the Classic or Standard menu, you will need to find the corresponding feature on your menu. Features will function in the same manner on all menus.

Walkthrough tutorials

• These tutorials are step-by-step, interactive tutorials that teach you the basics of ESILAW.
• Adobe flash player is required to view walkthrough tutorials and a screen resolution of 1024x768 or higher is recommended.

Video tutorials with audio ()

• These tutorials are narrated video tutorials and are more indepth than the walkthrough tutorials.
• Speakers or headphones are required.
• Important! When watching video tutorials be sure to select the YouTube 720P HD option ( ) in the video player to optimize video quality.

Category	Title	Select a Tutorial
Installation	Installing ESILAW on a single computer	-	Walkthrough
Getting Started - Startup Wizard	Completing the Startup Wizard when you run ESILAW for the first time	Video (6m 31s)	Walkthrough
Getting Started - Quickstart	Completing required and optional tasks in Quickstart	-	Walkthrough
	Adding lawyers and timekeepers	Video (5m 32s)	-
	Adding areas of law	Video (2m 37s)	-
	Adding client types or major clients	Video (2m 42s)	-
	Adding user accounts	Video (4m 39s)	Walkthrough
	Reviewing and configuring system settings	Video (11m 37s)	Walkthrough
	Customizing the Chart of Accounts	Video (6m 54s)	-
	Adding time codes	Video (2m 44s)	-
	Adding expense or disbursement codes	Video (7m 10s)	-
Getting Started - General	Menus, navigation, keystrokes and hotkeys	Video (5m 41s)	Walkthrough
	Getting help		Walkthrough
	Helpful hints on entering transactions and information in ESILAW	Video (7m 18s)	Walkthrough
	Customizing cheque templates to work with your existing cheques	Video (5m 39s)	-
Converting Your Data	An introduction to entering opening balances	Video (3m 0s)	-
	Entering trust opening balances for clients	Video (4m 44s)	-
	Entering accounts receivable opening balances for clients	Video (4m 7s)	-
	Entering client opening balances for unbilled or work-in-progress fees	Video (5m 49s)	-
	Entering client opening balances for unbilled or work-in-progress disbursements	Video (6m 19s)	-
	Entering opening balances for outstanding checks	Video (2m 3s)	-
	Entering opening balances for general ledger or financial accounts	Video (4m 14s)	-
	Entering opening balances for general ledger or financial accounts	Video (4m 14s)	-
	Verifying your opening balances using reports	Video (2m 17s)	-
Clients, Matters & Contacts	Adding clients and matters	Video (7m 44s)	Walkthrough
	Setting up custom fields for clients	-	Walkthrough
	Working with contacts	-	Walkthrough
	Printing labels	-	Walkthrough
	Closing client files	-	Walkthrough
Conflict of Interest	Tracking and searching for conflicts	-	Walkthrough
Calendaring	Using the calendar	-	Walkthrough
	Sharing calendars	-	Walkthrough
Document Creation & Management	Creating document templates	-	Walkthrough
	Creating documents for clients	-	Walkthrough
	Managing client documents	-	Walkthrough
Time and Expenses	Setting timekeeper and client rates	-	Walkthrough
	Entering time and fees	Video (3m 56s)	Walkthrough
	An overview of client and firm expenses	-	Walkthrough
	Entering client expenses or disbursements	Video (5m 11s)	Walkthrough
	Writing cheques to pay client or firm expenses	Video (7m 36s)	Walkthrough
	Entering A/P invoices for client or firm expenses	-	Walkthrough
	Editing time entries	Video (1m 36s)	Walkthrough
	Editing client expense or disbursement entries	Video (2m 5s)
	Reviewing client work-in-progress or unbilled transactions	-	Walkthrough
	Transferring time and disbursements between clients	Video (2m 6s)	-
	Writing off time and expense entries	Video (2m 49s)	Walkthrough
Looking Up Information	Using Inquiry to view client information and ledgers	-	Walkthrough
	Using the Find feature to find transactions	-	Walkthrough
Billing Overview - Watch this First!	There are two features available in ESILAW for creating bills for clients or matters; Create Bills and Billing to Word/WordPerfect. This tutorial explains the differences between the two features and will help you decide which feature best suits your billing needs. Note that Billing to Word/WordPerfect is only available on the Classic and Standard menus in ESILAW.	Video (3m 19s)	-
Billing Using Create Bills	Customizing bill templates	Video (7m 28s)	Walkthrough
	Customizing billing settings (Create Bills > Settings)	Video (4m 48s)	Walkthrough
	Selecting individual clients for billing (Create Bills > Quickbill tab)	Video (2m 48s)	Walkthrough
	Selecting multiple clients for billing (Create Bills > Bill Multiple Clients tab)	Video (5m 19s)
	Working with pre-bills (Create Bills > Pre-bills tab)	Video (8m 1s)
	Creating final bills (Create Bills > Bills tab)	Video (5m 33s)
	E-mailing bills to clients and matters	Video (3m 30s)	Walkthrough
	Reversing bills	Video (1m 42s)	Walkthrough
	Editing and reprinting bills	Video (3m 4s)	-
Billing to Word/WordPerfect	Creating and customizing bill templates	Video (6m 0s)	-
	An overview of the prebills feature	Video (1m 54s)	-
	Creating bills for clients or matters	Video (10m 11s)	-
	Using Enter/Modify Bills to post bills created with ESILAW's Billing to Word/WordPerfect	Video (5m 43s)	-
Receiving Money	Receiving trust from a client	Video (5m 12s)	Walkthrough
	Receiving payments for invoices or bills	Video (5m 50s)	Walkthrough
Accounts Receivable	E-mailing statements	-	Walkthrough
	Writing off bills	Video (10m 40s)	Walkthrough
Trust	Writing trust cheques using client trust funds	Video (5m 40s)	-
	Transferring trust between clients	-	Walkthrough
Reporting	An overview of reporting in ESILAW	-	Walkthrough
	Using drilldown to find information	-	Walkthrough
	Exporting reports to Excel and PDF	-	Walkthrough
	Scheduling reports with the Automatic Report Runner	-	Walkthrough
Bank Reconciliation	An overview of bank reconciliations	Video (8m 20s)	-
	Reconciling a bank account in ESILAW	Video (8m 19s)	-
	Editing or reversing a bank reconciliation	Video (2m 29s)	-
Lawyer Desktop	An introduction to ESILAW Lawyer Desktop	Video (5m 4s)	-
	Going mobile with ESILAW Lawyer Desktop	Video (3m 59s)	-
Year-end	What to do at year-end	-	Walkthrough
Import, Export and Third Party Integration	Importing transactions from Do Process The Conveyancer into ESILAW	-	Walkthrough
Back Up / Restore	Creating and restoring backups	-	Walkthrough
Updating Your Software	Downloading and installing updates	-	Walkthrough
Staying Informed	Configuring the news and updates feature	-	Walkthrough

Register for a Private On-line Class

Web-based training classes are available on demand. You can book a private class by contacting sales. Rates for private classes are $145 per hour and multiple users from your law firm can participate in a single class.

Book On-site Training

In some areas, consultants are also available to train you and your staff at your law firm. If a consultant is not available in your immediate area, on-line classes are the best option. To locate a certified consultant please contact sales.

I subscribe to an ESICare support and update plan

• Submit a support request on-line.
• Contact support by phone or e-mail.

I do not subscribe to an ESICare support and update plan

• Support is only available for ESILAW if you subscribe to an ESICare plan. For more information on ESICare support plans contact sales by phone or email.

ESICare Support & Software Update Plans

ESICare Support and Update plans help keep your firm running at maximum efficiency by providing industry leading technical support and frequent software updates throughout the year. Subscribing to a support plan ensures that you can get your questions answered quickly with priority support and get access to new, time-saving features as soon as they are released.

• Priority technical support by phone or e-mail.
• Expert support representatives with years of law firm accounting experience.
• Frequent software updates that deliver new time-saving features to help you do more in less time.
• Monthly and annual subscriptions available.

For pricing and ordering please contact sales.