Everything you need to get the most out of Esqase. Find step-by-step guides for setting up your firm, managing matters and billing, automating intake, and giving your clients polished booking, forms, payment, and signing experiences.
Every part of Esqase has a guide. Start with the basics, then dive into the area you are working in today.
Create your firm, invite your team, import your data, and learn your way around the dashboard.
Profiles, members, roles and permissions, firm settings, and your subscription.
Clients and related parties, tags, CSV import, and conflict checks.
Run every case with templates, practice areas, and stages.
Boards, stages, types, lists, and reusable templates.
Notes, team chat, email, and communication logs.
Track time, send invoices, take payments, and run trust accounting.
Draft, template, share, and request signatures.
Leads, forms, online booking, events, and workflows.
Custom fields, field sets, and email templates and signatures.
Connect email, calendars, and meetings, manage notifications, and audit activity.
The Esqase API, keys, authentication, and endpoints.
How clients book, fill forms, pay invoices, and sign documents.
Bring contacts and matters into Esqase with bulk CSV import.
Capture leads with forms and booking, then let workflows follow up.
Keep client trust funds separate and every transaction recorded.