Answers to the questions we hear most often, from getting started and what Esqase can do, to pricing, your clients, and security. Still not sure about something? Our team is glad to help.
Esqase is an all-in-one case-management platform for law firms, covering intake, contacts, matters, tasks, documents, and billing in a single connected workspace.
From solo practitioners to growing multi-practice firms. Esqase scales from a single attorney to a full team without switching systems.
Create a firm, invite your team, and follow the in-app Setup Guide. Most firms are up and running the same day.
Yes. You can bulk import contacts and matters from CSV, and our team can help plan a larger migration.
The Setup Guide walks you through firm details, members, and your first matters. Most firms are working in Esqase within a day.
Yes. Custom fields, field sets, practice areas, stages, and templates let you shape Esqase around how your firm actually works.
Contacts, matters, tasks, time entries, notes, documents, invoices, and payments, all connected in one workspace.
Yes. Capture leads from public forms, online booking, and referrals, run conflict checks, and automate follow-up with workflows.
Log billable time and expenses as line items, build invoices from that activity, and send a secure pay link in a click.
Yes. Keep operating and trust (IOLTA) funds separate, with every transaction recorded and reconciled.
Draft documents from matter data, share them securely, and request e-signatures, with signed files returned to the matter.
Yes. Manage events and deadlines, define event types, and let clients book through an online scheduling page.
Choose an annual plan for the best rate, or a monthly plan you can cancel anytime. Pricing is shown in PHP for firms in the Philippines and in USD everywhere else.
Yes. Every plan starts with a 14-day free trial so you can explore the full workspace before you pay.
Yes. Both the annual and monthly plans unlock all features. The only difference is the billing cadence and price.
The monthly plan can be cancelled anytime. The annual plan is billed once per year at the lower monthly rate.
Firms based in the Philippines are billed in pesos at local rates. All other firms are billed in US dollars.
Our Enterprise plan adds priority support, onboarding, API access, and custom integrations. Talk to sales for a quote.
Clients get polished, branded pages to book meetings, fill intake forms, pay invoices, and sign documents.
For most actions, no. Clients can book, pay, and sign through secure links without creating an account.
Yes. Client-facing booking, forms, payments, and signing carry your firm details for a consistent experience.
Your data is encrypted in transit and at rest on secure cloud infrastructure, with modern data-protection standards backed by a DPA.
Yes. You can enable two-factor authentication to add an extra layer of protection to your account.
E-signatures in Esqase are designed to meet ESIGN and UETA requirements, with a record of who signed and when.
Connect Gmail or Outlook to send email from your own address, Google Calendar or Outlook Calendar to keep events in sync, and Google Meet, Microsoft Teams, or Zoom to generate meeting links automatically.
Yes. The Esqase API lets you build custom integrations using scoped API keys. See the developer docs to get started.
Yes. Stay on top of activity with in-app, push, and email notifications, tuned to the events that matter to you.