Switch to ESILAW 360

Schedule a Demo - Register here to schedule a demo to learn more about ESILAW 360.

  • A complete solution - fully integrated practice management, billing and accounting. No third-party accounting solution required!
  • Import data from products such as PCLaw ®, Cosmolex ® and Clio ® and take advantage of trade in pricing when you switch from a competing solution.
  • Desktop and cloud versions available!
  • 24/7 availability and reduced IT and maintenance costs with our cloud solution, hosted in Canadian data centers.
  • Enterprise level functionality and data integrity that accomodates small, mid-sized and large firms. ESILAW 360 is in use in firms over 200 users and multiple locations!
  • Blazing fast firm and financial reporting. Produce detailed reports in a fraction of the time of competing products.
  • Law society compliance that ensures you meet provincial requirements.
  • Integrations to Dye & Durham econveyance, cost recovery and and other legal solutions.
  • No contracts - monthly and annual pay-as-you-go plans available.
  • Canadian-based tech support - no outsourced, out of country support like our competitors!
  • A one-stop shop. We are the largest Canadian company (Dye & Durham) serving law firms with products and services for law firms.

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.

  • ESILAW 360 provides a much more efficient user interface and will allow you to enter and find information, and complete your work faster.
  • A new user interface with scalable fonts (larger fonts), easier to read font-type, fully maximizable windows and much improved consistency.
  • Centralized client/matter, contact, and vendor management and transaction management that allows you to perform multiple tasks from one window.
  • Faster transaction entry.
  • Easier to find and modify saved transactions.
  • Redesigned billing features and workflow that provide more flexiblity when creating bills and significantly reduces time spent billing.
  • Process credit cards in the software.
  • Signficant improvements to all accounting features such as Make Deposits, Bank Reconciliation, journal entries and Chart of Accounts.
  • More powerful Find feature that allows you to modify transactions from the search results.
  • More flexible reporting with the option to run reports using additional critiera.
  • Automatic software updates that eliminate downloading and installing.
  • Simplified backup feature allows you to back up with users in ESILAW 360 and retains multiple restore points.
  • Smart installer that allows you to set up new users quickly. After installing a list of available companies will display.
  • Latest Microsoft SQL Server database technology resulting in better stability, scalability, and security.

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.

  1. Upgrade your current ESILAW to 2015.1.2. You can upgrade using Check for Updates and Install Updates or we can provide you with an downloadable upgrade that will upgrade you from ESILAW 2007.1 or higher to 2015.1.2 in one easy step. This may be more convenient if you are behind several versions.
  2. Purchase ESILAW 360 at www.esilaw.com. When you purchase you will create an account and you will be sent an email with a link to download, install and activate ESILAW. If you are in a multi-user environment, perform the download and installation on your server first.
  3. Next, exit users out of your legacy ESILAW and make a copy of the entire ESILAW folder.
  4. Download the pre-migration tool into the legacy ESILAW folder.
  5. Run the pre-migration tool.
  6. Open ESILAW 360, select Data Migration under the Maintenance menu and browse for the ESILAW folder you made a copy of.
  7. Click Start Migration.
  8. After migrating your data successfully, install ESILAW 360 on workstations and they will automatically display any available companies so that you can connect and log in.

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?

  • Contact sales to get your questions answered and to get a quote for ESILAW 360, data migration and training.
  • Schedule a webinar to learn more about ESILAW 360 features and functionality.
  • Schedule a migration date and training for staff prior to migration.
  • Book bill template customization with us if you don't plan on customizing your own bill templates.
  • Sign up for a trial at www.esilaw.com and install ESILAW 360 on your computers or network.
  • Migrate on your scheduled date and start using 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.