Switch to ESILAW 360
Schedule a Demo - Register here to schedule a demo to learn more about ESILAW 360.
For a comprehensive list of features take a look at the Compare Features tab and if want to try ESILAW 360 for yourself take a 30-day free trial. If you are considering switching to ESILAW 360, don't hesitate to get in touch with us to get your questions answered. Remember, we're here to help make your law firm more efficient.
Please review the list below for answers to the most common questions about ESILAW 360 and to learn about migrating from ESILAW to ESILAW 360. If you still have questions don't hesitate to contact us at any time for assistance.
About ESILAW 360
ESILAW 360 is our brand new practice management and accounting software solution that's designed from the ground up to be exceptionally easy-to-use and extremely productive. We've re-engineered the entire product to give you a much more efficient user interface that will help you complete your day to day tasks faster. It is also a replacement for ESILAW as it is built on new technology.
To view a list of the major differences click on the What's New tab.
The list below provides a quick overview of the benefits. You should review the Compare Features tab as well as it provides a complete overview of the differences between ESILAW and ESILAW 360, identifies new features and lists features that are not yet available.
Upgrading
There is no upfront cost to switch to ESILAW 360. We simply transfer your ESICare plan from ESILAW to ESILAW 360 and calculate the monthly or annual rate based on how many users you require. Note that existing ESILAW customers receive a significant discount off standard pricing so be sure to contact sales for a promo code.
ESILAW 360 pricing is based on an SaaS model (software as a service), with monthly and annual plans available. All plans include technical support and automatic software updates that require no user intervention.
The cost of a plan is based on the number of users you purchase. Each user license you purchase allows you to set up a user account and a corresponding lawyer or timekeeper for timekeeping and reporting. Volume discounts are also available for firms with multiple user licenses.
Click here to view the software and hardware requirements for ESILAW 360.
Yes. The migration will transfer all of your information or data.
However, as some features are not yet available in ESILAW 360 your data will be transferred, but you may not have access to those features immediately (e.g. My Fields or custom fields). Refer to the Compare Features tab for complete details on what features or functions are not yet available to determine when it is suitable for your firm to migrate.
Upgrading and migrating your information and data to ESILAW 360 is a very simple process.
The time to complete the data migration depends on the size of your database, but typically it will complete in a matter of minutes for most firms. If you have a very large database the migration will take longer. The installer for ESILAW 360 is also a smart installer that will look for any available company file on the local computer or network. This allows other users to connect to the company file very easily after the installation is complete.
An official step-by-step guide is available for data migration to simplify the entire process for you.
Attend a Free Webinar - Register here to attend a free webinar to learn more about ESILAW 360.
| Feature or function | |
|---|---|
| Client and matters | |
| Manage clients and matters | |
| Centralized client and matter and inquiry feature | |
| Use matters or sub-files | |
| Automatic or manual numbering | |
| Re-number clients and matters | |
| Create Quickbills from the Client & Matters feature | |
| Run reports such as Information Sheet and Pre-bill Summary from the Clients & Matters feature | |
| Enter and modify transactions from the Clients & Matters feature | |
| Time and fees, disbursements, trust, and bills and payments ledgers | |
| Filter transaction ledgers using dates and transaction status | |
| Print reports from ledgers | |
| View and print audits from transaction ledgers | |
| Summary of all balances on one screen including year-to-date and life-to-date | |
| Link contacts and people to clients and matters | |
| Manage notes | |
| Record identification and verification details | |
| Custom fields | |
| Label printing | |
| Closed clients and matters | |
| Manage closed clients and matters | |
| Enter details when closing clients and matters | |
| Re-open closed clients and matters with all transaction history | |
| Closed client and matter reports | |
| Close clients and matters directly from the Client & Matters feature | |
| Conflict | |
| Conflict search and reports | |
| Add additional conflict information to clients and matters | |
| Prompt for conflict search when adding new clients and matters | |
| Contacts | |
| Manage firm and private contacts | |
| Centralized contact management | |
| Toggle contact views to display firm contacts or your own contacts | |
| Set contacts as private | |
| Manage contact notes | |
| Link contacts to clients, matters and vendors | |
| Customize contact types and roles | |
| Record identification and verification details | |
| Calendar, appointments and tasks | |
| Appointment and task management | |
| Link appointments and tasks to clients and matters | |
| Firm and personal calendar | |
| Outlook and Gmail integration | |
| Limitation diary and notification report | |
| Document management | |
| Link any local or network document folder to a client or matter | |
| Store client and matter documents in Google Drive, Dropbox or Skydrive/Onedrive | |
| One click to access documents | |
| Lawyers and timekeepers | |
| Manage responsible and originating lawyers and timekeepers | |
| Assign default rates, optional rates and client specific rates | |
| Set up and report on budgets | |
| Hide inactive lawyers and timekeepers on screens and reports | |
| Renumber lawyers and timekeepers | |
| Bill Rates | |
| Configure lawyer or timekeeper default billing rates and additional rate codes | |
| Set specific lawyer or timekeeper billing rates on clients and matters | |
| Set specific client billing rates | |
| Lists and codes | |
| Customize time, disbursement, type of law and major client codes | |
| Set codes inactive to hide them from lists | |
| Time and fee entry | |
| Record time and fee transactions | |
| Use customizable codes, descriptions and narratives | |
| Billable and non-billable time | |
| Spell checker | |
| Row and grid based time entry for faster transaction entry | |
| One click to toggle between time entries | |
| Automatic timer | |
| Edit time transactions from the transaction ledger in the Clients & Matters feature | |
| Disbursements and expenses | |
| Record firm and third party disbursemetns for clients and matters | |
| Use customizable codes, descriptions and narratives | |
| Use fixed rate and unit rate codes when entering disbursements | |
| Row and grid based disbursement entry for faster transaction entry | |
| Edit disbursement transactions from the transaction ledger in the Clients & Matters feature | |
| Import client and matter disbursements | |
| Write general cheques or enter vendor invoices to record third party client disbursements | |
| Customize purchase and billing tax rates on disbursement or expense codes | |
| Billing | |
| Automatic or manual bill numbering | |
| Create bills from the Clients & Matters feature using Quickbill | |
| Work on pre-bills and finalize bills in the same window | |
| Add additional bills to your bill run at any time | |
| Search for bills in the list of clients and matters selected to bill | |
| Retain pre-bills you are working on until you finalize them | |
| Add, edit and delete time or fee and disbursement transactions while billing | |
| Bill time entries with the option to replace time entries with a custom narrative | |
| Add flat fee sections in addition to time and fee sections | |
| Create flat fee bills without posting prior fee transactions | |
| Markup or markdown time and fee amounts while billing | |
| Apply discounts to bills | |
| Add soft costs | |
| Apply payments from trust to bills | |
| Change fee allocation while billing | |
| One click to preview bills | |
| Export bills to PDF | |
| Bill multiple matters on a single bill | |
| Separate disbursements and other charges sections on bills | |
| Groups disbursements on one bill line | |
| Bills are automatically posted to client and matter ledgers | |
| Reprint any bill from the Clients & Matters feature | |
| Email bills to clients and matters | |
| Automate payment processing with embedded 'Pay Now' link on emailed bills to fast track client payments * | |
| Edit and reprint posted bills | |
| Bill sharing / approval process | |
| Bill templates | |
| Billing template design wizard with highly customizable templates | |
| Display or hide bill sections such as statement of account or trust ledger | |
| Automatically hide sections on a bill if amounts equal zero | |
| Customize bill signature sections | |
| Assign a global template to all clients and matters | |
| Automatically memorize last bill template used for each client and matter | |
| Customize templates using a wizard or advanced editor | |
| UTBMS / task-based billing (add-on module) | |
| Enter time and disbursements using UTBMS or task-based codes | |
| Produce UTBMS or task-based bills in popular electronic formats (e.g. LEDES, ICBC) | |
| Payments, payment processing and receivables | |
| Automatic or manual receipt numbering | |
| Transfer trust to pay client or matter bills | |
| Process credit card transactions for payments or receipts in ESILAW 360 * | |
| Print receipts at the time of entry | |
| Reprint receipts from the Bills & Payments ledger in Clients & Matters | |
| Enter 'Received from' memo on receipts | |
| Custom payment types | |
| Set payment types to automatically include payments in deposit | |
| Set cash receipt limits | |
| Accounts receivable reports for unbilled and billed | |
| Record NSF transactions for bounced cheques | |
| Reminder or past due statements | |
| Produce past due statements for clients and matters | |
| Calculate interest for overdue accounts and display on statements | |
| Post interest for overdue accounts | |
| Customize past due statement templates | |
| Email past due statements to clients and matters | |
| Cheque Writing | |
| General and trust cheques | |
| Write and print cheques for firm or client and matter expenses | |
| Automatic cheque numbering by bank | |
| Manage payees | |
| Print and reprint cheques | |
| Request and release cheques | |
| Vendors and accounts payable | |
| Manage vendors | |
| Centralized vendor management | |
| Automatic or manual vendor numbering | |
| Process invoices for firm or client and matter expenses | |
| Pay vendor invoices using cheque, credit cards and other payment types | |
| Make partial and full invoice payments | |
| Process vendor credits | |
| Invoices and payments ledger with options to filter by date, transaction type and status | |
| Vendor notes | |
| Link contacts to vendors | |
| Run vendor reports from the Vendors feature | |
| Set vendors inactive | |
| View and print audits from transaction ledgers | |
| Trust | |
| Client and matter trust ledger | |
| Process trust cheques, receipts, transfers and transfers to pay bills | |
| Record and report on regular and special or term trust | |
| Trust overdraft protection | |
| Transfer trust to pay bills while billing or after billing | |
| Trust reports | |
| Banking and reconciliation | |
| Bank balances summary window | |
| Process general and trust deposits and print deposit slips and reports | |
| View, reprint and undo past deposits | |
| Exclude transactions from deposits based on payment type | |
| Bank reconciliation | |
| Finalize and post bank reconciliation adjustments in one step | |
| Finalized bank reconciliation worksheet and reports are automatically backed up | |
| Supporting bank reconciliation reports | |
| Deposit and receipt detail report | |
| Import bank statements into bank reconciliaton | |
| Enter outstanding cheques | |
| Reporting | |
| Open and closed client and matter reports with balances and details | |
| Lawyer and timekeeper reports for billing, receipts, write offs and variance | |
| Unbilled (work-in-progress) reports | |
| Accounts receivable reports | |
| Accounts payable reports | |
| Trust reports | |
| Billing and collection realization reports | |
| Generate reports using multiple criteria | |
| Drilldown on report figures | |
| Export reports to PDF, Excel, .csv and other formats | |
| Sort columns on reports while in view mode | |
| Search within a report while in view mode | |
| Report generation options display at the bottom of each report | |
| Memorize reports | |
| Payment allocation report | |
| Interest on disbursements report | |
| Financial reporting | |
| Trial balance, balance sheet, transaction listing, profit and loss, and income statement | |
| Set up and report on budgets | |
| Accounting | |
| Accural accounting - billed as revenue or unbilled as revenue | |
| Fully customizable chart of accounts | |
| Journal entries | |
| Verify client / matter and G/L balances report | |
| Close financial year function with password protection | |
| Extensive audit trail and audit reporting | |
| Taxes | |
| Set global, client and matter, and vendor tax rates for purchases and billings | |
| Customizable purchase and billing tax rates on disbursement and expense codes | |
| GST/HST and PST reports | |
| Transaction entry | |
| Use codes and AutoText shortcuts to enter transaction descriptions and memos | |
| Post individual transactions or batches of transactions | |
| Transaction entry and unposted transactions display in the same window | |
| EFT transactions | |
| Modify or change transactions - edit, reverse, transfer and write off | |
| Process refunds for overpayments | |
| Find | |
| Search for any transaction type using multiple criteria | |
| Modify transactions from the Find feature (e.g. reverse, transfer and write off) | |
| User accounts, groups and security | |
| Configure users accounts and groups | |
| Restrict groups to specific features and functions | |
| Import and export data | |
| Import and export clients, matters and contacts | |
| Import time and disbursement transactions | |
| Integrations | |
| Dropbox | |
| Microsoft Onedrive / Skydrive | |
| Google Drive | |
| Company management | |
| Set up unlimited companies | |
| Switch between companies within ESILAW 360 | |
| Open multiple companies at the same time | |
| Locale specific functionality | |
| Trust administration fee and supporting reports (British Columbia) | |
| Law Society of Alberta export and upload tool (Alberta) | |
| Ontario Levy report (Ontario) | |
| Additional functionality and improvements | |
| Search any list by typing all or part of client number, name, matter or phone | |
| Set default fee and receipt allocation methods | |
| Larger, scalable fonts and font type for user interface | |
| Maximize windows to utilize the entire desktop | |
| Simplified navigators and toolbar to help you find your way around | |
| Automatic software update requires no download or installation | |
| Alerts feature that notifies you of incomplete tasks and other important information | |
| Searchable web-based knowledgebase and help center | |
| Toggle single and multi-user mode | |
| Add-on Modules (subscription required) | |
| MICR cheque printing | |
| UTBMS / Task-based Billing | |
| Backup and restore | |
| Schedule automatic daily backups | |
| Create backups with users in ESILAW 360 | |
| Unlimited restore points | |
| Back up all company files with one click | |
| Licensing and activation | |
| Automated licensing and activation | |
| My Account lets you manage and upgrade your licenses | |
| Technology | |
| Microsoft .NET and SQL Server for scalability, reliability and security |
Attend a Free Webinar - Register here to attend a free webinar to learn more about ESILAW 360.
What Are the Steps Involved in Switching to ESILAW 360?
Migration Packages
We offer opening balance migration packages for applications that can export data. Note that the product and version of the software you are using will determine if data can be exported and migrated.
Do I Need to Book Training?
Even if you're a small firm we recommend signing up for training and scheduling training to ensure your transition goes smoothly. Speak to sales and they will be assist you with booking training.
If You Have Multiple Users and Workstations
If you are using ESILAW in a multi-user environment we've taken all of the hassle out of installing ESILAW 360 on the network. Simply run the install on any workstation and ESILAW 360 will find all available computer with a shared company on them, allowing you to connect to them and log in. This allows you to upgrade your network workstations much faster than conventional software with no need to maps drives, set up shares and permissions, or configure any other technical setting. Our support team will assist you any installation questions you have prior to the migration.