In this document we will be going over how to setup snapshots for lawyers in esiLaw 360. This is a great feature that allows lawyers to generate their own balance summary reports. 

Step #1

Associate lawyer code in lawyer’s login user account

Step #2

Enable Snapshot feature in Global settings, *You MUST be in Single User Mode to change this*

Step #3

When the lawyer logs in, they will see the Snapshot button as seen below.