Step 1 - Download the correct installer (Required)
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Trial US & International 350 MB |
Trial Canada & Australia 350 MB |
Step 2: Upgrade to the latest version (Required)
Which version of ESILAW are you using?
Installation Video
Click here to watch a tutorial on how to update ESILAW 2015.1.0 or higher
Installation Requirements
- You must be on ESILaw 2015.1.0 or higher in order to install this update.
- The Windows user account you are installing with must have administrative rights.
- If you encounter installation issues, we strongly recommend disabling virus scanning or security software as these products may interfere with software installation.
- If you have any customization in ESILaw, contact us prior to proceeding as installing this update may overwrite your customization.
- All users must be logged out of ESILaw and Lawyer Desktop while updating.
- Verify your ESILaw version by selecting the Help menu followed by About ESILaw.
- Ensure you have a backup of your current ESILaw folder.
- 500MB of free hard disk space must be available.
Step 3: View How-To Resources (Optional)
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TITLE |
VIDEO LINK |
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Getting Started - Startup Wizard |
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Completing the Startup Wizard when you run ESILAW for the first time |
Video (6m 31s) |
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Getting Started - Quickstart |
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Completing required and optional tasks in Quickstart |
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Adding lawyers and timekeepers |
Video (5m 32s) |
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Adding areas of law |
Video (2m 37s) |
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Adding client types or major clients |
Video (2m 42s) |
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Adding user accounts |
Video (4m 39s) |
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Reviewing and configuring system settings |
Video (11m 37s) |
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Customizing the Chart of Accounts |
Video (6m 54s) |
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Adding time codes |
Video (2m 44s) |
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Adding expense or disbursement codes |
Video (7m 10s) |
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Getting Started - General |
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Menus, navigation, keystrokes and hotkeys |
Video (5m 41s) |
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Getting help |
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Helpful hints on entering transactions and information in ESILAW |
Video (7m 18s) |
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Customizing cheque templates to work with your existing cheques |
Video (5m 39s) |
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Converting Your Data |
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An introduction to entering opening balances |
Video (3m 0s) |
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Entering trust opening balances for clients |
Video (4m 44s) |
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Entering accounts receivable opening balances for clients |
Video (4m 7s) |
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Entering client opening balances for unbilled or work-in-progress fees |
Video (5m 49s) |
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Entering client opening balances for unbilled or work-in-progress disbursements |
Video (6m 19s) |
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Entering opening balances for outstanding checks |
Video (2m 3s) |
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Entering opening balances for general ledger or financial accounts |
Video (4m 14s) |
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Entering opening balances for general ledger or financial accounts |
Video (4m 14s) |
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Verifying your opening balances using reports |
Video (2m 17s) |
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Clients, Matters & Contacts |
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Adding clients and matters |
Video (7m 44s) |
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Entering time and fees |
Video (3m 56s) |
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Entering client expenses or disbursements |
Video (5m 11s) |
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Writing cheques to pay client or firm expenses |
Video (7m 36s) |
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Editing time entries |
Video (1m 36s) |
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Editing client expense or disbursement entries |
Video (2m 5s) |
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Transferring time and disbursements between clients |
Video (2m 6s) |
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Writing off time and expense entries |
Video (2m 49s) |
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Billing Overview - Watch this First! |
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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) |
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Billing Using Create Bills |
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Customizing bill templates |
Video (7m 28s) |
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Customizing billing settings (Create Bills > Settings) |
Video (4m 48s) |
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Selecting individual clients for billing (Create Bills > Quickbill tab) |
Video (2m 48s) |
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Selecting multiple clients for billing (Create Bills > Bill Multiple Clients tab) |
Video (5m 19s) |
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Working with pre-bills (Create Bills > Pre-bills tab) |
Video (8m 1s) |
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Creating final bills (Create Bills > Bills tab) |
Video (5m 33s) |
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E-mailing bills to clients and matters |
Video (3m 30s) |
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Reversing bills |
Video (1m 42s) |
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Editing and reprinting bills |
Video (3m 4s) |
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Billing to Word/WordPerfect |
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Creating and customizing bill templates |
Video (6m 0s) |
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An overview of the prebills feature |
Video (1m 54s) |
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Creating bills for clients or matters |
Video (10m 11s) |
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Using Enter/Modify Bills to post bills created with ESILAW's Billing to Word/WordPerfect |
Video (5m 43s) |
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Receiving Money |
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Receiving trust from a client |
Video (5m 12s) |
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Receiving payments for invoices or bills |
Video (5m 50s) |
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Writing off bills |
Video (10m 40s) |
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Trust |
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Writing trust cheques using client trust funds |
Video (5m 40s) |
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Bank Reconciliation |
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An overview of bank reconciliations |
Video (8m 20s) |
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Reconciling a bank account in ESILAW |
Video (8m 19s) |
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Editing or reversing a bank reconciliation |
Video (2m 29s) |
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Lawyer Desktop |
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An introduction to ESILAW Lawyer Desktop |
Video (5m 4s) |
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Going mobile with ESILAW Lawyer Desktop |
Video (3m 59s) |