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, plus the client portal and the Esqase Client app to follow their matters.

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

Introduction to Esqase: what Esqase is, who it is for, and how the pieces fit together.
Quickstart: set up your firm: create your account, set up your firm, and invite your team.
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

Your account and firm

Contacts

Matters

Tasks

Notes and communication

Time and billing

Documents and eSignature

Intake and automation

Personal injury

Case management for injury claims: treatment and medical records, damages, insurance and negotiation, deadlines, and the settlement statement. Part of the Professional plan, and configured for Philippine practice when your firm is registered there.

Court dates and court rules

Calculate a matter's court dates from the rules of the court it is in, keep them on calendars and task lists, and add official court forms to your documents. Court rules are turned on for your firm by Esqase support.

Customization

Integrations and logs

Developers

For your clients

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

Find help by task

I want to...	Go to
Add a new client	Working with contacts
Open a new case	Creating a matter
See where one case stands at a glance	The matter summary page
Screen a new client for conflicts	Running a conflict check
Run an injury case	Personal injury overview
Chase medical records and bills	Medical records and treatment
Work out and pay a settlement	Settlement and disbursement
See every open lien and deadline at once	The personal injury workspace and reports
Run injury cases under Philippine law	Torts and damages (Philippines)
Accept the agreement personal injury needs	Business associate agreement (BAA)
Choose the courts my firm follows	Turning on court rules and following courts
Track court deadlines on a case	Applying court rules to a matter
Review court date changes	Working with court dates
Check how a court date was calculated	How court date calculations work
Add an official court form to a matter	Court forms
Track my time	Time and expense tracking
Bill a client	Creating and sending invoices
Bill several matters at once	Batch invoicing
Bill a client on a schedule	Recurring invoices and pre-bills
Get paid on an invoice	Recording and managing payments
Let clients pay by card or bank account	Taking card and bank payments with LawPay or Confido Legal
Split an invoice into installments	Payment plans and autopay
Ask a client to pay a retainer into trust	Trust deposit requests
Correct or give up on a bill	Credit notes, write-offs, and discounts
Chase an overdue invoice	Invoice and billing settings
Balance a bank or trust account	Reconciling bank and trust accounts
Prove my trust account balances	Trust compliance and three-way reconciliation
Run a month-end report	Financial reports and exports
Send my invoices and payments to QuickBooks or Xero	Connecting QuickBooks Online or Xero
Collect new leads	Building forms and Public lead-intake forms
Let clients book me	Event types (scheduling)
Get reminded before a meeting	Calendar and events
Get desktop alerts for new work	Notifications
Know what my clients are told	How clients get portal notifications
Explain sign-in to a client	How clients sign in
Show a client where everything they have is	The client portal
Answer a client asking to delete their account	Deleting your Esqase client account
Help a client use Esqase on their phone	The Esqase Client app
Explain Face ID or fingerprint sign-in to a client	Signing in to the Esqase Client app
Get a document signed	Requesting eSignatures
Keep a OneDrive or Google Drive folder in step with my documents	Connecting OneDrive and Google Drive
Turn a Word file into a PDF for signature	Convert to PDF
Automate intake	Workflows and the builder
Let Esqase work a checklist for me	How automation runs your workflows
Control what automation may send	Automation settings
Secure my account with 2FA	Two-factor authentication (2FA)
Check whether Esqase is down	Checking the Esqase service status
Add a teammate	Managing firm members
Invite a colleague to Esqase and earn points	Referrals and points
Require sign-off before billing or signing	Approvals for invoices and documents
Email a client	Sending email
Message a colleague or a client	Messages (chat)
Share news with the whole firm	Feeds
Sync data from another system	The Esqase API

A note on screenshots

The pages are illustrated with screenshots of the product, which live in the images/ folder, grouped by section. A few callouts remain where a picture cannot be taken inside Esqase: a third party consent screen, a spreadsheet application, or an operating system notification. Each one describes what you would be looking at on your own machine.