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Esqase

What Esqase is
Esqase is law firm case management software that brings client intake, matters, tasks, time and billing, IOLTA trust accounting, documents, and eSignature into one workspace. Firms can build reusable playbooks and attach them to leads or matters to guide work through a sequence of steps. For billing, it supports batch invoicing, browser-based payment links, and recording online payments against invoices. Trust and operating accounts are kept separate, with ledgers and a three-way reconciliation report.
Clients can book appointments, submit forms, pay, and sign through secure browser links without a portal password. Esqase connects Gmail or Outlook, syncs Google or Outlook Calendar, and can add Meet, Teams, or Zoom links to meetings. A REST API lets firms read and write data using scoped API keys. The company says data is encrypted in transit, sensitive data is encrypted at rest, and security controls are monitored continuously, with processing backed by a DPA. Owners can require two-factor authentication for members, while roles govern permissions by area. Esqase offers web access and a REST API, with a 14-day trial and annual pricing from $49/user/mo.
Who it suits
Esqase suits solo practitioners and small to mid-size firms that want intake, matter work, billing, trust accounting, documents, and signing in one workspace. Its playbooks, access controls, client links, and API also fit firms managing growing teams or repeatable case processes.
What it does well
- Combines intake, matter management, billing, documents, and eSignature.
- Separates trust and operating accounts with ledgers and reconciliation reporting.
- Reusable playbooks can run steps sequentially for leads or matters.
- Clients can book, pay, submit forms, and sign via browser links.
- Connects email and calendars, with meeting links for Meet, Teams, or Zoom.
- Includes a REST API with scoped keys for firm data.
What to know first
- No free plan is available.
- Annual pricing starts at $49/user/mo.
- Professional requires two-factor authentication for every member.
Limits
There is no free plan; the listed starting price is $49/user/mo billed annually. The 14-day trial is available, while plan prices for Standard, Professional, and Enterprise are not readable in the listed pricing details.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Annual | per user / month, billed annually · everything in Monthly · save $120 per user yearly · landing-page website · improved customer support | $49 a month |
| Monthly | per user / month · every feature · 14-day free trial · API access and integrations · migration help · cancel anytime | $59 a month |
| Standard | Per user; monthly or annual billing; page shows regional rates but no readable price · Full practice management workspace · matters and custom boards · contacts · conflict checks · tasks · calendar · documents and storage · eSignature · custom fields · roles and permissions | On request |
| Professional | Per user; monthly or annual billing; page shows regional rates but no readable price · Everything in Standard · personal injury suite · HIPAA obligations support · business associate agreement | On request |
| Enterprise | custom for your firm · everything in Annual · integrates with your own servers · custom requirements · dedicated support and onboarding | On request |
As esqase.com lists them, read 21 Oct 2026. The maker's own page has the final word.
Getting started
- Open esqase.com.
- A 14-day trial is available.
- Choose a plan: Standard, Professional, or Enterprise.
- Connect Gmail or Outlook and sync a supported calendar if needed.
- Set roles and permissions, and have the firm owner require two-factor authentication if desired.
- Build a reusable playbook and attach it to a lead or matter.
Verdict
Choose Esqase if your firm wants case workflows, billing, IOLTA accounting, and client actions in a shared system. Consider another option if you need a free plan or the listed starting price does not fit your budget.
Questions
How much does Esqase cost?
The listed starting price is $49/user/mo with annual billing, and a 14-day trial is available. Standard and Professional are billed per user with monthly or annual billing; Enterprise uses a custom quote.
Is there a free plan?
No. Esqase is a paid product, and a 14-day trial is offered.
What platforms does Esqase support?
The listed platforms are web and API.
What does the Professional plan add?
Professional includes a personal injury suite, support for HIPAA obligations, and a business associate agreement, along with everything in Standard.
Can clients use Esqase without a portal password?
Clients can book, submit forms, pay, and sign through secure browser links without managing a portal password.
Which integrations are available?
Users can connect Gmail or Outlook, sync Google or Outlook Calendar, and add Meet, Teams, or Zoom links to meetings.
Facts from Esqase's own pages
- Access controls
- Firm owners can require two-factor authentication for all members, and roles control view, create, update, and delete permissions by area. · esqase.com, 8 Oct 2026
- API
- Esqase provides a public REST API for reading and writing contacts, matters, leads, practice areas, matter types and custom fields. · esqase.com, 21 Oct 2026
- API limits
- The API does not control billing, documents, eSignature or scheduling; those remain in the dashboard. · esqase.com, 21 Oct 2026
- API tooling
- Developer documentation includes scoped API keys, authentication, an OpenAPI specification and curl, JavaScript, Python and Postman examples. · esqase.com, 21 Oct 2026
- Authentication
- Members can enable two-factor authentication and firm owners can require it for everyone. · esqase.com, 21 Oct 2026
- Billing
- The product supports time and expense logging, batch invoicing, payment links and payment recording. · esqase.com, 21 Oct 2026
- Booking
- Booking pages use host availability and holiday overrides, then create a contact, lead and event together. · esqase.com, 21 Oct 2026
- Client access
- Clients can book, complete forms, pay invoices and sign documents through browser links without a portal password. · esqase.com, 21 Oct 2026
- Company
- Esqase identifies itself as Esqase, Inc., a Delaware corporation, and names Dale Moncayo and Kristoffer Bello as co-founders. · esqase.com, 8 Oct 2026
- Company founders
- The about page names Dale Moncayo as co-founder, CEO and CTO and Kristoffer Bello as co-founder and president. · esqase.com, 21 Oct 2026
- Company headquarters
- LinkedIn lists headquarters in Wilmington, Delaware. · linkedin.com, 21 Oct 2026
- Company legal name
- The terms identify the operator as Esqase, Inc. · esqase.com, 21 Oct 2026
- Company size
- LinkedIn lists the company size as 2–10 employees. · linkedin.com, 21 Oct 2026
- Compliance posture
- The security program is described as aligned to SOC 2, with a data-processing agreement and Google Cloud infrastructure. · esqase.com, 21 Oct 2026
- Conflict checks
- New leads and matters can be screened against existing people, companies and records for potential conflicts. · esqase.com, 21 Oct 2026
- Documentation
- The maker publishes a multi-section Help Center covering getting started, account administration, integrations, clients, documents and developers. · esqase.com, 21 Oct 2026
- Documents
- The editor provides formatting, page setup, inline comments, autosave, version restoration and full-text search. · esqase.com, 21 Oct 2026
- eSignature
- Users can place signature fields on PDFs and receive a sealed signed copy with a completion certificate. · esqase.com, 21 Oct 2026
- Founded
- LinkedIn lists Esqase as founded in 2026. · linkedin.com, 21 Oct 2026
- Intake forms
- Forms support 22 question types and can be sent privately or embedded on a firm's website. · esqase.com, 21 Oct 2026
- Integrations
- Available connections include Gmail, Outlook, Google Calendar, Outlook Calendar, Google Meet, Microsoft Teams and Zoom. · esqase.com, 21 Oct 2026
- Lead pipeline
- Leads can use named stages, sources, assignments and hired or not-hired outcomes. · esqase.com, 21 Oct 2026
- Licence
- The service and its software are owned by or licensed to Esqase, and reverse engineering is prohibited, indicating proprietary software. · esqase.com, 21 Oct 2026
- Limit: no free version
- Capterra states that a free version is not included; only a free trial is available. · capterra.com, 21 Oct 2026
Where Esqase stands on Freedom251
- Bankruptcy Software#1 of 8
- Legal CRM Software#6 of 34
- Legal Intake Software#6 of 25
