Write the workflow down once. Esqase runs it.

A workflow is a reusable playbook: a named, ordered sequence of steps such as sending an email, creating a task, or requesting a form. You build it once under Workflows and attach it whenever you start a lead or matter, so the process is the same every time instead of living in one person's head.

Yes, once the workflow's Automation switch is on. Esqase works down the steps one at a time and starts the next as soon as the one above it is done or skipped. Steps you set to Manual still wait for a team member, and nothing runs on its own while automation is paused for your firm.

Every step carries a run mode. Manual waits for a team member to run it from the record. Automatic lets Esqase run it. Automatic, needs approval has Esqase prepare the step, writing the email or drafting the invoice, then hold it until someone reviews it. Invoice and Convert to matter ask for approval by default.

There are ten step types. Email sends a saved template. Task and Task list open work. Form requests a form. Event invites a client to pick a time. Document drafts a file from a template. Invoice creates a draft bill. Status change moves the record a stage. Convert to matter converts it. Conflict check screens the client.

Both. A step starts after the one above it, or a set time later in minutes, hours, days, business days or weeks. Turn on Only run if and it runs only when the record matches what you list: lead source, stage, status or type, the assigned member, practice area, matter stage, or how the previous step ended. If it does not match, Esqase skips the step or stops the workflow, whichever you chose.

Two triggers, and four ways in. A Manual workflow waits for you to attach it from a record's Workflow section. One set to run when a lead or matter is created attaches itself to every new record from the sources you pick, such as a public form or a booking page. The new-matter wizard carries a workflow step, and a workflow on an event type or an intake form rides along with the client.

Yes, on the steps that wait for a client. A Form step keeps reminding until the form comes back, and an Event step until the client picks a time. You set the interval and how many reminders, and your firm's cap and its stop-after limit always win. Esqase tells everyone watching the record once it stops chasing.

At three levels. A record's workflow bar offers Pause automation and Resume automation for that lead or matter. A workflow's own Automation switch stops it running steps anywhere. And an owner or administrator can pause everything for the firm in Automation settings. Your team can still run every step by hand while it is paused.

No. Each record keeps its own copy of the steps from the moment they were attached, so adding a step leaves existing leads and matters untouched, and anything you attach afterwards uses the new version. Steps store a reference rather than a copy, so editing the email template, form, or document template a step points at changes what that step later produces.

They are relative, not fixed. A Task step anchors its start and due dates to the moment the lead or matter was created, with an offset you set in days, weeks, months, or years and a time of day. A due date can instead be anchored to the task's own start, so the whole window slides. Each record gets its own real dates when the step runs.

Yes. An Event step invites the client to pick a time and manages the emails around it, using a separate template for the invite, the confirmation, and the decline. Set Done when to The meeting is confirmed and every step below it waits until the client has picked a time.

An Invoice step creates a draft invoice with one line per activity category you pick. On a matter the draft lands on that matter. On a lead, Esqase creates a small invoicing matter linked to the lead the first time you bill it and reuses it after that, and the lead itself is not marked hired or converted. Invoice steps ask for approval by default.