How To Switch Companies in esiLaw 360

This article will outline the steps to switch companies in esiLaw 360. This information is helpful to know when you have more than one company file in your esiLaw 360 account. For example, you may have a primary company and a separate test company for training purposes. 

Main topics we will cover in this article: 

  • Checking your list of companies in esiLaw 360
  • Logging into the desired company
  • Verifying you are logged into the correct company

**IMPORTANT**

These instructions are for those already an esiLaw customer with multiple active companies.

 

Checking your list of companies in esiLaw 360

Steps

1. In an active company, select File > Open/Create Company

Open or Create Comapnies

2. Select Login for the company that you would like to access. You can click Login on the right side of the company you want to access.

List of exisiting companies

3. The confirmation prompt will appear. Click Yes.

log out confirmation prompt

4. You will then be prompted for the username and password for the selected company.

 

Logging into the desired company

Steps

1. From the login screen, verify that you are logging into the correct company by checking the name under Select Company

esiLaw login screen

2. Once you have entered your username and password for the company and clicked on Login, you will get confirmation of a successful login attempt. Select OK.

successful login prompt

3. You have now successfully logged into another company file within esiLaw 360.

 

Verifying you are logged into the correct company

Steps

1. When you are logged into esiLaw 360, look at the top toolbar to see the company name you are logged into. Verify it looks correct. In the screenshot below, we are logged in as Law Firm Test Company 1

View logged in company name

 

Now you know how to confidently switch between company files within esiLaw 360 and verify which company you are logged into.