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Clients, Matters, & Contacts

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Easily Manage Clients or Matters

ESILAW is designed to simplify the management of clients and matters. From the initial setup of new clients with automatic file numbering and conflict checking to grouping matters for a specific client for faster billing and reporting, you'll save valuable time. Searching for clients is just as easy as you can search by name, phone or other client related information.

 

Automated Conflict Checking

The automated conflict system automatically searches for conflicts whenever you add a new client or matter, helping you identify conflicts before they become an issue. You can also search for conflicts manually and produce conflict reports using the powerful Conflict Search feature.

 

More Client Related Features to Improve Your Efficiency

ESILAW offers many client/matter and system-wide settings that help you save time and maximize efficiency when working with clients. A few are listed below.

  • Automatic file numbering
  • Search for clients by name, matter, phone and other criteria
  • Default client billing rates and rate codes that correspond to timekeepers
  • Default billing templates
  • Pre-set fee distribution splits
  • Task-based and e-billing settings
 

Manage Personal and Public Contacts

ESILAW allows you to maintain a complete database of all of your private and public contacts and easily associate those contacts to clients or matters. If you're looking for particular contact you can use the Search for feature to quickly find them or scroll the list after choosing the first letter of their name.

 

Print Labels

Labels can be printed for clients using the integrated label printing program. Select from customizable formats for file folders, mailing labels, and other types of labels.

 

Handle Identification and Verification

ESILAW's built-in identification and verification features and reports will help simplify the process of identifying and verifying clients and contacts in your firm.

 
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Serving law firms for more than 25 years

   
 
ESILAW Law Firm Accounting Software Electronic Billing Software for Law Firms  
Why Law Firms Prefer ESILAW Law Firm Trust Accounting  
Law Firm Client & Matter Management Lawyer & Timekeeper Reporting  
Legal Conflict Tracking Software Billing Realization Reports  
Legal Time Tracking Software Collection Realization Reports  
Legal Expense Tracking Software Law Firm E-mail Management Software  
Legal Calendaring Software Cost Recovery for Law Firms  
Document Assembly Software Photocopy Cost Recovery  
Document Management Software Printer Cost Recovery  
Legal Billing Software    
  Contact Information
Toll Free: 1.888.663.4545
  International: 1.604.990.1779
Fax: 1.604.990.1789
sales@esilaw.com
 
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#204 - 998 Harbourside Drive
North Vancouver, BC
V7P 3T2 Canada
 
 
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