First, you create an account by clicking SIGN UP in the top right corner, fill in the required information, choose your pay option and you are off to the races! If you need help, you can schedule a demo anytime by clicking here.
You can also visit our Tek Academy on YouTube.
To run your first discovery set, just click CLIENTS to create a client file, then click CASES and create a case for that client. Once the case is created, click on the case file and you will be taken to our discovery page where you can start uploading!
You can email us at support@esquiretek.com.
If you are a civil litigator, then EsquireTek is for you! We have a myriad of lawyers who use us for their discovery needs. Personal injury and employment lawyers make up the majority of our users, but we also have plenty of family law lawyers, business litigators, insurance defense lawyers, and government entity lawyers.
As of now, this is only for responding to discovery. There are new features being released quarterly and we are sure we will have a solution for propounding discovery very soon.
Yes, we support federal documents.
Esquire is currently available in California, Florida, Georgia, Indiana, Iowa, Minnesota, Nevada, Tennessee, and Texas! If you don’t see your state on the list please don’t hesitate to reach out as we are always adding new states to our service area.
Unfortunately, you can’t change the user email at this time. You will have to delete the user profile and add a user with the new email. But don’t worry! No work will be lost as the cases are stored on the cloud.
You can change it manually on any screen within the system. At the top of your screen, you will see a key icon next to your email address. Click on the key and a screen will pop up, prompting you to change your password.
The user will get an email asking them to sign in to EsquireTek where they will have to change their password.
If you are the admin of your account, you can change your plan anytime by clicking on SETTINGS in the navigation bar. Once in the settings tab, you will see a CHANGE PLAN button. Depending on the plan you are on, if you change your plan, your new plan will start at the new billing cycle.
We’re sorry to see you go! Please contact support@esquiretek.com to cancel your subscription and deactivate your account.
Go to the ‘Client’ Tab
The system will redirect you to the ‘Cases’ Tab and prompt you to create a case.
Go to the ‘Cases’ Tab
Your case title might be too long. Shorten the name of the Plaintiff and the Defendant.
If the problem persists, please contact us via the chat box or via email at support@esquiretek.com.
You can edit the questions before you start responding and in the downloaded Word document. Unfortunately, you can’t edit the questions once you start responding on the platform.
To edit the questions before you start responding:
There are two download buttons, ‘Create Shell’ and ‘Create Discovery’.
Click ‘Create Discovery’ to download the questions AND responses.
Click ‘Create Shell’ to download shells with questions ONLY.
If you’ve clicked ‘Create Discovery’ and are still experiencing difficulties, please reach out to us via the chat box or via email at support@esquiretek.com.
We are so sorry to hear that! We have an artificial intelligence system that is getting better every day. We cannot promise that all documents work, but as the system sees different variations of documents, it will get better and better. Please email the document that failed to support@esquiretek.com and we will have our team work on getting it fixed.
In the ‘Cases’ Tab
To view the questions you have sent to the client click the ‘Client Response: All’ drop-down menu and select ‘Questions Sent to Client’.
You can request pdf/word/jpg documents from clients when responding to Request for Production of Documents. The steps are as follows:
In the ‘Cases’ Tab
Your client will receive a text message with a questionnaire link and verification code to the mobile number on file. They will receive a questionnaire link in their email, but not the code. The client should:
The system will then show them a ‘Thank You’ screen and give them the option to modify their responses.
The verification code will only be sent via text message to the mobile phone number on file. Please double-check that the client is using a mobile phone number and not a VOIP number (i.e. Google Voice/Ring Central). If you’ve double-checked the number and the problem persists, please contact us via the chat box or via email at support@esquiretek.com.
Please re-send your client the questions they have not responded to so the system can generate a new 4-Digit verification code.
We have a HIPAA compliant team of 15 lawyers overseas who will take your complex and voluminous medical records and create a chronological summary for you. For those who work in medical malpractice, personal injury, or any type of work that requires reading and organizing medical records, our team of medical record experts can help save you a ton of time.
TekSign is our proprietary feature that allows you to have your clients sign verifications through their cell phone. Your client will receive a secure text message link, and upon entering the portal, they will have a chance to review all questions and answers, sign with their finger and click SEND. Once the client is finished, you will receive a PDF with their verifications to discovery.
| Date Published: 05/10/23
Plaintiff may serve discovery on another party 10 days after service of the complaint. (CCP §2030.020, 2031.020). A Defendant may serve discovery at any time…
| Date Published: 05/10/23
Upon receipt of an opposing parties’ discovery responses, your countdown to compel further responses begins. The motion to compel further responses…
| Date Published: 02/22/23
Episode 16: It’s Not About A Free Lunch! In this episode of Bootstrapped Solo, host Pratik sits down with attorney Mike Valiente, who runs an 18-person firm out of Las Vegas. Mike […]
Ready to save time?
Find out how AI-powered automation can transform the way you complete discovery and help you close cases faster.
Get a sneak peek at the future for your law firm.
HIPAA compliance ensures the highest standards of privacy protection.
Get 70% faster client responses with our text & email features.
Simple, scalable plans for everyone. No contracts.
Developed with CIS benchmarks, the gold standard, to ensure ironclad security.