More matters, not more admin.
A growing firm usually solves capacity by hiring another coordinator. Esqase turns the repeatable parts, opening a matter, staffing it, running the standard checklist, into templates.
Turn a repeatable process into a system
A matter template opens the case already staffed, tasked, and priced, custom fields hold what your practice tracks, and a workflow lists the steps that follow.
Bundle the fields a matter type needs into a field set, then add the whole set to a record in one step.
Field setsWorkflows and the builder
The follow-up steps, listed instead of remembered.
Custom fields
Capture the details your practice actually tracks.
Bring on the next hire without losing control
A role scopes what a new hire can reach from their first login, approvals put a second pair of eyes on an invoice before it is sent, and every record keeps a timeline of who changed what.
Fields, members, and a record of what changed.
Read the matter templates docsCustomization
Custom fields and field sets
Capture what your practice tracks, bundled into sets you add in one step.
Typed fields
Text, date, number, dropdown, and more.
Grouped into sets
Add one bundle to a record at once.
Members
Managing firm members
Invite the next hire, assign a role, and their access is right from the first login.
No shared passwords
Bring someone in with their own account.
Scoped from day one
Access set before they open anything.
Oversight
Activity timelines and audit logs
Keep a record of who changed what as more people touch more files.
Every recorded action
Created, edited, archived, restored, viewed.
Rolled up per matter
A matter gathers its own records' history.
Set up templates, workflows, and your team.
Browse the docsFAQs
Templates, workflows, hiring, approvals, and audit trails.
How does a matter template actually reduce admin work?
By doing the setup a coordinator used to do by hand. Opening a matter from a template applies the practice area and stage, the default team, the billing setup, and a starting task list in one step, so staffing a new case does not scale with how many matters you open.
Can workflows replace a manual follow-up checklist?
Yes, and more than the remembering. A workflow can attach itself when a lead or matter is created, and with its Automation switch on Esqase runs the steps in order, holding any that need approval. Steps you set to Manual still wait for a person.
How fast can a new hire become productive?
As fast as you can invite them and assign a role. A role sets what they can view, create, update, and delete per area, so their access is scoped correctly from their first login instead of being worked out over their first few weeks.
Can we require a second person to sign off before something goes out?
Yes. Turn on approvals for invoices, documents, or both, then set which roles are reviewed and who may review. An invoice that needs approval opens in review and cannot be sent until it clears. A document enters review when someone clicks Request reviewers, and cannot go for signature until it clears.
Is there a way to see who changed what, later?
Activity timelines and audit logs record changes on a matter, including who made them and when, which is the record you want as more people touch more files.
Do custom fields and templates work across several practice areas?
Yes. Custom fields belong to a category, Contact, Matter, or Lead, and a field set bundles them so you add the group in one step. Matter templates are built per practice area, and each one decides which custom fields a new matter opens with, so a firm running several kinds of matters keeps each one's structure separate.