Esqase Documentation

Welcome to the Esqase user guide. Esqase is an all-in-one case-management platform for law firms. It brings your contacts, matters, tasks, time entries, billing, documents, intake, and automations into one workspace, and gives your clients clean, branded experiences for booking meetings, filling out forms, paying invoices, and signing documents.

These pages explain how to use Esqase, one task at a time. Each page walks through a feature with numbered steps, explains what every field and button does, and points you to the related pages you will want next.

New to Esqase? Start here

1. Introduction to Esqase: what Esqase is, who it is for, and how the pieces fit together.
2. Quickstart: set up your firm: create your account, set up your firm, and invite your team.
3. Navigating the dashboard: find your way around the interface.

How this guide is organized

The guide is grouped into the same areas you see in the app. Use the table of contents below, or jump straight to a section.

Getting started

• Introduction to Esqase
• Quickstart: set up your firm
• Navigating the dashboard
• Your dashboard home (Overview)

Your account and firm

• Signing up and signing in
• Passwords and account recovery
• Two-factor authentication (2FA)
• Your profile and personal settings
• Deactivating or deleting your account
• Your firm profile and details
• Setting firm availability
• Document and record numbering
• Using the Setup Guide
• Managing firm members
• Roles and permissions
• Joining a firm (accepting an invite)
• Your Esqase subscription

Contacts

• Working with contacts
• Tagging contacts
• Importing contacts from CSV
• Running a conflict check

Matters

• Browsing matters
• Creating a matter
• Importing matters from CSV
• The matter workspace
• Matter templates
• Practice areas and stages

Tasks

• Creating and managing tasks
• Task kanban, stages, and types
• Task lists and templates

Notes and communication

• Notes
• Messages (team chat)
• Sending email
• Logging communications

Time and billing

• Time and expense tracking
• Activity categories and rates
• Creating and sending invoices
• Batch invoicing
• Invoice templates and the builder
• Recording and managing payments
• Payment settings
• Accounts, trust, and transactions
• Tax rates
• The billing overview dashboard

Documents and e-signature

• The documents workspace
• Editing documents (the file editor)
• Document templates
• Document placeholders
• Sharing documents
• Requesting e-signatures
• Managing signature requests

Intake and automation

• The intake overview
• Managing leads
• Converting a lead to a matter
• Lead sources
• Building forms
• The form builder in depth
• Public lead-intake forms
• Embed a form on your website
• Reviewing form submissions
• Event types (scheduling)
• Calendar and events
• Workflows and the builder
• Workflow step types
• Assigning and attaching workflows

Customization

• Custom fields
• Field sets and using custom fields
• Email templates
• Email signatures

Integrations and logs

• Integrations overview
• Connecting Google (Gmail, Calendar, Meet)
• Connecting Outlook and Zoom
• Notifications
• Activity timelines and audit logs

Developers

• The Esqase API
• Managing API keys
• Authentication and scopes
• API resources and endpoints

For your clients

How the people you work with experience Esqase, and how you set each one up.

• How clients book meetings
• How clients fill intake forms
• How clients pay invoices
• How clients sign documents
• How clients view shared documents

Find help by task

A note on screenshots

This guide is written to be illustrated. Throughout the pages you will see callouts that look like this:

These mark where a screenshot belongs. The image files are added separately and live in the images/ folder, grouped by section. Until an image is captured, the callout still tells you exactly what you would be looking at.