Esqase is configured around each firm’s own intake process, matter structure, and access rules. Client-facing steps are handled through secure links rather than a client portal.
Key features and functions include:
Lead Intake
Tracks new inquiries on a board of firm-defined intake stages, with lead sources, booking pages, and intake workflows.
Custom Intake Forms
Builds intake forms from a range of question types. Forms can be shared as public links, sent as one-time links to a named person, or embedded in the firm’s website.
Conflict Checks
Runs conflict checks as a workflow step, with results presented as advisory for the lawyer’s judgment.
Matter Management
Organizes matters using firm-defined practice areas, matter templates, and custom fields grouped into field sets for contacts, leads, and matters.
Calendars and Tasks
Manages events and reminders and splits matters into assignable tasks, with reusable task templates.
Document Management
Provides a built-in editor with autosave and restorable versions, search within file contents, and secure-link sharing. Document templates use merge fields populated from matter data.
eSignature
Sends documents for signature and produces a sealed PDF with a certificate of completion.
Workflow Automation
Automates multi-step processes using rule-based workflow steps such as emails, tasks, forms, invoices, and conflict checks.
Time Tracking and Invoicing
Records time and expenses against matters and generates invoices individually or in batches for all matters with unbilled work.
Client Payments
Provides invoice payment pages through which clients pay the firm directly using methods the firm configures, with payments recorded against the invoice.
Trust Accounting
Maintains client trust ledgers and produces a three-way reconciliation report comparing bank records, the firm’s ledger, and client balances.
AI Document Indexing and Search
Generates short descriptions of uploaded files and builds a search index across records using AI models. Document indexing can be turned off by the firm.
Client and Team Communication
Includes chat for team members and clients, along with client booking pages.
Roles, Permissions, and Audit Trail
Sets view, create, update, and delete permissions for each role by area, enforced at the database level. Two-factor authentication and an audit trail on every record are included.
API Access
Provides a REST API with scoped API keys.
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