| Clients and Matters |
| Client or matter driven interface |
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| Open and closed client tracking and reporting |
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| Optional automatic client numbering |
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| Access time, expense, trust, and A/R details with
detail drilldown |
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| View open and closed files and details, summaries,
and balances |
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| Sort entries on-screen and identify transactions by
color code |
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| View and print work-in-progress, history, and balances |
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| Instant view of balances, year-to-date and life-to-date |
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| Produce balance summary reports by client |
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| Generate client information sheets and draft statements |
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| Work-in-progress client to client transfers |
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| Process time, expense, and A/R write-offs |
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| Identification and verification (Canada) |
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| Calendaring |
| Fully integrated calendaring system with appointments and tasks |
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| Enter time to client files based on appointments or tasks entered |
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| Shared calendaring for multiple users that can be set up in minutes |
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| User-defined appointment, task, and location codes |
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| Calendar reports by calendar view or list |
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| Contact Manager
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| Manage public and private contacts |
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| Link contacts to clients and vendors |
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| User-defined contact types and roles |
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| Search and filter contact lists |
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| Outlook E-mail Tracking - Quickfile |
| Automatically file sent and received e-mails |
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| Assign client numbers or names to e-mails prior to printing |
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| Easily print and manage e-mails you've sent or received |
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| Autofile e-mail that you've read |
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| Automatically create and maintain client e-mail folders |
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| Store e-mail in Personal folders or in Exchange Public folders |
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| Document Creation & Management |
| Automatically create and merge client/contact info into Word documents |
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| Create custom document templates using the template toolset |
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| Attach documents to clients or matters in Word |
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| Automatically create and update document folders for clients or matters |
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| Easily attach documents to client files |
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| Open, edit, save, and delete client documents from within ESILAW |
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| Move or copy documents between clients or matters |
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| Lawyers/Timekeepers
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| Use responsible, originating, assigned lawyers and secretaries |
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| Assign up to 25 rates per lawyer/timekeeper |
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| Assign client level rates for lawyers/timekeepers |
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| Create budgets for lawyers/timekeepers and generate
budget reports |
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| Set lawyer/timekeepers as active or inactive |
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| Time Entry |
| Hourly or flat fee time entry, billable and non-billable
entries |
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| Use unlimited preset codes and/or descriptions |
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| Built-in timer (Timetracker) and spell checker |
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| Timetracker Remote for remote time and expense tracking |
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| Expense/Disbursement Entry
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| Fixed rate or unit rate items |
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| Anticipated expenses/disbursements |
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| Use unlimited preset codes and/or descriptions |
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| Import data from third party cost recovery solutions |
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| Billing and Collection Realization Reports |
| Billing realizaton report with
realization rates |
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| Collection realizaton report by billings or receipts |
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| Billing
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| Quickbill, single bill, and multi-client/matter
billing |
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| Select clients and transactions to bill using a
variety of criteria |
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| Modify time and expense entries in billing |
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| Apply payments on-the-fly or auto-pay bills by client |
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| Export bills to RTF or Word at any stage of the billing process |
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| Pay bills using trust and retainer funds |
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| Print checks and receipts for payments |
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| Set billing allocation globally, at the client level,
or on-the-fly |
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Generate billing summary reports for draft/final bills
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| Show statement of account and trust ledger on bills |
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| Task-based billing (task, activity, expense) |
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| Electronic billing
(LEDES, LegalGuard, ICBC, etc.) |
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| Split billing |
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| Easily reverse or reprint bills |
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| Apply an administrative surcharge to fees or bills (US) |
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| Optional automatic invoice numbering |
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| Customize billing templates and assign templates
to client files |
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| Print envelopes |
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| French billing (Canada) |
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| Payments and Accounts Receivable
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| Produce A/R reminders and detailed A/R statements/letters |
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| Interest option to automatically calculate and apply
reminder interest |
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| A/R Exception report |
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| Aging reports by client, timekeeper, or firm |
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| Receive standard payments or EFT payments (electronic file transfer) |
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| Customizable EFT payment list allows you to define your own EFT types |
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| Print receipts for payments |
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| Prorate receipts based on billings by timekeeper |
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| Doubtful account flag on client files and A/R reports |
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| Single-click write-offs and write-off reversals
for time, expenses, and A/R |
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| Accounts Payable
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| Streamlined Invoice Entry, Check Entry, and A/P
Register |
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| Display invoices by date and sort by vendor, due
date and amount due |
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| Apply partial payments to invoices |
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| Vendor Inquiry, Aging, Cash Requirements, and Form
1099 reports |
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| Checks and Check Printing
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| Generate/print general checks |
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| Allow users to requisition checks |
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| Automatically recall payee names and addresses |
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| One-step client expense and check entry |
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| Regular and trust checks with automatic check numbering |
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| MICR check printing module (optional) |
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| CPA compliant Image-Ready check format (Canada) |
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| French checks (Canada) |
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| Retainers
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| Receive retainers and apply them to client files and/or bills |
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| Assign minimum retainer balances to clients for automatic replenishment |
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| Pay bills with retainers at the time of billing or after a bill is created |
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| Detailed client retainer ledger with history and balances |
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| View or print retainer history, balances, and reports |
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| Trust Accounting
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| Generate/print trust checks, receipts, and transfers |
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| Handle regular and interest-bearing trust |
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| Trust overdraft protection |
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| Trust reports by bank for regular and interest-bearing
trust |
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| Reports - General
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| Lawyer/timekeeper, client/matter, area of law, conflict,
trust, payments, and A/R reports |
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| PDF reporting |
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| Preview reports on screen or print them |
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| Automatic report runner for scheduling batch printing
of reports |
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| Custom Report Writer for writing custom reports |
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| General Ledger and Financial Reporting
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| Cash, Modified Cash, Accrual, Billings as Revenue,
WIP as Revenue methods |
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| Preset G/L with default chart of accounts, fully
customizable |
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| G/L reports including trial balance, balance sheet,
and income statement |
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| Assign, track, and report on budgets |
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| Financial statements with budgets and year-to-year
comparisons |
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| Summarize operating statement accounts on reports |
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| Drill down on G/L balances and export G/L reports
to Excel |
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| Detailed audit trail, single page audits, print/reprint
audits |
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| User, audit, posting month, and financial year displays
on screen |
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| Banking, Month-end, and Year-end
Functionality |
| Single-click bank balance summary window |
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| Deposit slips for firm and trust receipts |
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| Simplified bank reconciliation with balancing formula |
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| Month-end and year-end processing |
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| Password protected posting into previous year |
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| System balance and file health report verifies balances
and integrity |
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| Tax reports for US and Canadian taxes |
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| Print previous year audits created after year-end |
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| Login and Security Features |
Quick-add user set up with group functionality,
allows for roaming |
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| Closing and Purging
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| Track closed files, including inquiry and reports |
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| Closed file maintenance, cross reference, and destruction
reports |
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| Archive time, expense, A/R, and closed file client
details |
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| Purge/close A/P vendors |
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| Re-open closed files with details and transaction history |
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| General Features
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| QuickStart Navigator to aid in getting started |
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| Easy-to-navigate menu system with Navigators |
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| Integrated Follow Me Help that helps you learn-as-you-go |
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| True multi-tasking allows you to use multiple programs
simultaneously |
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| Add-to-Toolbar for instant access to commonly used
features |
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| Easy transaction entry and transaction reversals |
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| Find feature that allows you to search for any type of entry |
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| US (State/Federal), Canadian (GST, PST, HST) and
custom rate tax settings |
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| VAT tax settings and reports |
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| Supports international date formats |
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ESIWORDS memorized abbreviations for recurring entries
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| Consolidated database utilities and data archive
utilities |
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| Integrated backup, restore, and web-update |
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| On-line feature-sensitive help and access to client
support center |
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| User-defined settings that allow customization of user interface |
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| Import/Export Tools |
| Import client and contact data from other applications using .csv format |
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| Fully customizable import template allows complete control over import data |
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| Export client and contact data for use in other applications, mail merges, etc. |
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Copyright © 2009 Accounting Alliances Group, Inc.. All Rights Reserved.
