Intake, matters, and billing, in one workspace.
Esqase runs the whole engagement: the inquiry that arrives at midnight, the case file it becomes, and the invoice that closes it. These pages cover every part of the product, and what each part does for a firm.
One board, your stages, hired or not hired
A referral phoned in over lunch and a consult booked at midnight land on the same board, in a stage you named, with its source tagged, until you assign an owner and mark the outcome hired or not hired.
A card carries the prospect, the practice area, the source tags, and the members it is assigned to, so the board says who is waiting and who owns it without opening anything.
Managing leadsCustom intake stages
Stage columns you name, reorder, and drag a lead across.
Hired and not hired
One tab for hired, one for not hired, both sortable and searchable.
Measure it, follow it up, then convert it
Tag where the work came from, queue your follow-up on the lead, then convert it. The contact, practice area, document folder, and checklist carry into the matter.
Build it once, send it, or publish it
Drag in the questions your practice actually asks. Send it to one named client as a one-time request, or publish it where every submission opens a lead and a contact for you.
An embedded form sits inside your own web page, so a prospect fills it in without leaving your site, and the submission lands in Esqase all the same.
Embedding a formSend a client a form
A one-time request for a named person, or fill it in yourself.
Forms as intake
A public submission opens the lead and the contact for you.
The pieces that turn an inquiry into a decision.
Read the intake docsContacts
Conflict checking
Screen the clients you are about to take on against the records your firm already holds.
Run it at intake
A button on the new-lead and new-matter forms.
Reviewed before you proceed
Judgment stays with the lawyer, not the software.
Booking
Self-serve scheduling
Give every meeting its own booking page, built from real availability, so a prospect can pick a time without a phone call.
Real availability
Per-host hours, with holiday overrides.
Books itself in
A contact, a lead, and an event, in one step.
Reports
The intake overview
See how many leads arrived, how many you decided, and which of your sources actually end in hired clients.
Compare two periods
Any date range, against the one before it.
Ranked by source
By how many leads, and by conversion rate.
The case file, shaped like your practice
Every matter belongs to a practice area that carries its own types and stages. Name them once, save the setup as a template for new matters, and add the fields you track.
Record a detail once on the contact and it shows up on the matter, the invoice, and the conflict check without anyone retyping it.
The matter workspacePractice areas and templates
Name your practice areas, and reuse a matter's setup as a template.
Your fields, your process
Record what your practice tracks, on the stages you named.
Who is involved, what is due, and what is left
Contacts is the directory matters, invoices and conflict checks read from. Hearings, meetings and task due dates sit on one calendar. A task carries a stage, a priority, and the people you put on it.
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.
Talk it through, sign it off, and set who can do what.
Read the approvals docsChat
Real-time messages
Message a colleague or a client in real time, one to one or in a group, with the files you are discussing.
Colleagues and clients
A conversation can hold both at once.
React, reply, share files
Quote a message, or send the document with it.
Approvals
Review before it goes out
Require a second decision before an invoice reaches a client or a document goes for signature, with the rules set once.
Approve or request changes
A reviewer does one or the other.
Changes land in the comments
Marked with a Review chip, done when handled.
Access
Roles and permissions
Set one right per area of the app, at four levels, so a role decides exactly what a person can do.
View, create, update, delete
Granted per area of the app, view access first.
One role per member
A named bundle, like Attorney or Staff.
Build the invoice from the work, then send it
Pick a client and a matter, and its unbilled time and expenses arrive as editable lines. Esqase totals them, applies your own tax rates, and renders the invoice in your firm's template.
Batch invoices gathers every matter with unbilled billable work into one screen, then generates the invoices together, one per matter or one per owner.
Batch invoicingInvoice templates
Your own layout, designed once and picked on an invoice.
Tax
Rates your firm keeps once, applied to expenses and invoice lines.
Where hours come from, and where money lands
Every line starts as an hour or a cost, and ends as a payment posted to an account: a timer on the entry, a payment against the invoice, a ledger behind the balance.
The pieces that keep client money accounted for.
Read the trust docsTrust
Trust and IOLTA accounts
A trust type gives the account its own client list, a balance for every client, and stricter deposit rules.
A balance per client
One pooled account, with each client's share inside it.
Nothing goes below zero
An entry that would take a client below zero is refused.
Trust
Three-way reconciliation
Put the bank statement, your own ledger, and the sum of every client balance side by side, on any date you pick.
Three legs, one date
The bank leg comes from the reconciliation covering it.
Differences named
The bank against the book, the book against the clients.
Personal injury
Settlements paid out of trust
On the Professional plan, a settlement records the recovery, the fee, the liens, and the costs, then pays each line out of trust.
Net to client, worked out
Deductions in the order your statement lists them.
Paid from the client ledger
Marking a line paid records a trust disbursement.
Set up Esqase for your firm.
Browse the docsFAQs
How the three areas fit together, what your clients see, and who can see what.
Is Esqase one product or three?
One. Intake, Manage, and Billing are how these pages are organized, and inside the workspace the records connect: a booking opens a lead, a hired lead opens a matter, and the time you log on that matter goes onto its invoice.
What do our clients see?
Six client-facing surfaces, each built from inside the dashboard: a booking page where they pick a time, an intake form, a payment link for an invoice, a signing link for a document, a secure share link to a file, and the client portal, where they read and answer the messages your firm sends. You build the record, and Esqase generates the link you share.
Does everyone at the firm see everything?
No. Roles decide, down to whole areas of the product. If a member's role does not include view access to billing, billing is not in their sidebar at all. Owners and administrators set the roles and can change them later.
Can one sign-in belong to more than one firm?
Yes. Esqase is multi-firm aware, so a lawyer who practices with two firms signs in once and switches between them inside the app. Each firm keeps its own matters, members, and billing.
Where should we start?
Start with the area you are trying to fix: intake if inquiries go cold, the workspace if the case file is scattered across drives and inboxes, billing if the money arrives late. Each of the three pages below walks its own area, and the docs cover the mechanics step by step.