The whole engagement, connected
Intake, matters, and billing share one workspace. Capture a detail once and it follows the matter into tasks, documents, and invoices, so no one types the same thing twice.
The pieces that keep the whole firm in step.
Explore the docsWorkflow
Reusable playbooks
Build the sequence your firm follows once, then attach it to a lead or a matter so every file gets the same steps.
Ten step types
Email, task, form, invoice, conflict check.
Attach it to a record
Esqase runs the automatic steps in order.
Collaboration
Comments, chat, and approvals
Discussion sits on the record it belongs to, chat reaches your team and your clients, and work that needs review gets it before it goes out.
Threads on the record
React, reply, and mention, updating live.
Reviewed before it sends
Set who reviews invoices and documents.
Custom fields
Fields you define yourself
Capture what Esqase does not track out of the box. Define a field once, then add it to the records that need it.
Contacts, leads, matters
Each field belongs to one of the three.
Bundled into field sets
Add a whole group of fields in one click.
Build it, send it, and work what comes back
Drag in the questions your practice asks, then decide who fills them in. Send it to one named client, or publish it at a public address. Each submission opens a lead and a contact.
Build any form
Drag in the questions you ask, from twenty-two question types, and arrange them with the layout blocks you need.
Embed a form in your own web page, so a prospect fills it in without leaving your site, and the submission still lands in Esqase.
Embedding a formSend a client a form
A one-time link for a named person, no password to share.
Forms as intake
A public link opens a lead, a contact, and two sources.
Draft it, store it, sign it, and find it again
Draft in a full editor, save versions you can restore, and close with eSignature. Search reads inside the file, not only its name. Share it by secure link, and see who changed what.
Draft any document
Write it in the built-in editor, with full formatting, page setup, inline comments, and autosave as you type.
Save a document you wrote as a template. Start the next one from it inside a matter, and the matter details fill themselves in. Type the rest once, and every place it appears updates.
Document templatesStore every file
Keep uploads and drafts together in the same folder tree.
Sign any PDF
Close it with a sealed PDF and a Certificate of Completion.