How To Install esiLaw 360

In this guide, we outline steps on how to install esiLaw 360. You can  also watch the video at the bottom of this article.

Step 1 – Open your browser and visit the following link: install.esilaw.com

 

Step 2 – Click on Click here to download and install esiLaw 360

Click here to download and install esiLaw 360

Step 3 – Once the esiLaw 360 setup file is downloaded, click on Open file

Open File from downloads

Step 4 – Click on Install

Application Install

Once the installation is finished, you will see a prompt requesting your esiLaw Activation Key. You can find your esiLaw Activation Key in the welcome email sent after you start a trial or open a new account.

esiLaw 360 Cloud Trail - Trail License Activation Key screenshot

Step 5 – Copy and paste your Activation Key into the window prompt > click on Activate > click on OK

Activate esiLaw 360 screenshot

You will now be brought to the esiLaw Configuration and Installation Wizard.

Server Host Device
If you have a server host device, select the option On this computer > click on Finish.

esiLaw 360 Cloud
As a esiLaw 360 user, you are automatically signed up for an esiLaw 360 Cloud account, which keeps your database and files safe on our cloud servers. This is included with your esiLaw subscription.

Step 6 – Select the option ESILAW 360 Cloud > click on Finish

Create a company file screenshot

Step 7 – Click on OK

Click on OK screenshot

You will now be brought to the main Startup Wizard.

Step 8 – In the Company and Firm tab, fill in your company information > Click on Next

Company and Firm section of the Startup Wizard screenshot


Step 9 – In the General Settings tab, choose the way you would like your client numbering to work (the default profile is typically the way most of our firms use esiLaw 360). You can also choose your date format here.

General Settings section of the Startup Wizard screenshot

Step 10 – In the Financial Settings tab, you can change your financial year settings

Financial Settings section of Startup Wizard screenshot

Step 11 – In the Tax Settings tab, fill in your tax information like your CRA and PST business numbers, and tax settings for GST/HST/ and PST

Tax Settings section in the Startup Wizard screenshot

Step 12 – In the User Account tab, create your username and password to log in to esiLaw 360. Please save your username and password somewhere safe.

User Account section of the Startup Wizard screenshot

Step 13 – In the Finalize Settings tab, click on Finish > click on OK

Finalize Settings section of Startup Wizard screenshot


Step 14 – Enter your username and password > click on Login

esilaw Login screenshot

Step 15 – Once you open esiLaw for the first time, you will be prompted to install some required supplementary applications.

Download supplementary applications screenshot

You are now ready to start using esiLaw 360.

 

 

Watch Video