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Esqase

esqase.com

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Spec score 9.0 #1 of 25 in Legal Intake Software

What it is

Esqase is law-firm case management software combining intake, matters, tasks, time and billing, IOLTA trust accounting, documents, and eSignature in one workspace. Firms can build reusable workflow playbooks and attach them to leads or matters so steps run in sequence. Billing supports batch invoicing, secure browser payment links, and recording online payments against invoices. Operating and trust accounts remain separate, with ledgers and a three-way reconciliation report. Clients can book appointments, submit forms, pay, and sign through secure browser links without managing a portal password. Esqase connects Gmail or Outlook, synchronizes Google or Outlook Calendar, and can add Meet, Teams, or Zoom links to meetings. Its REST API reads and writes firm data with scoped API keys. The company says data is encrypted in transit and sensitive data at rest, with continuously monitored controls and a DPA. Firm owners can require two-factor authentication, while roles govern permissions by area. The listed starting price is $49/user/mo (annual), and a 14-day trial is available.

Spec sheet

What it does
Esqase is an all-in-one legal practice-management workspace covering intake, matters, tasks, time, billing, documents, trust accounting and eSignature.Read 21 Oct 2026 · esqase.com
Product
Esqase is law firm case management software combining intake, matters, tasks, time and billing, IOLTA trust accounting, documents, and eSignature in one workspace.Read 8 Oct 2026 · esqase.com
API
Esqase provides a public REST API for reading and writing contacts, matters, leads, practice areas, matter types and custom fields.Read 21 Oct 2026 · esqase.com
Integrations
Available connections include Gmail, Outlook, Google Calendar, Outlook Calendar, Google Meet, Microsoft Teams and Zoom.Read 21 Oct 2026 · esqase.com
Security
Esqase states that traffic is encrypted, sensitive data is encrypted at rest, permissions are role based and activity is audit logged.Read 21 Oct 2026 · esqase.com
Support
Support, the Help Center, and product documentation are included with every plan; Enterprise adds dedicated onboarding.Read 8 Oct 2026 · esqase.com
Founded
LinkedIn lists Esqase as founded in 2026.Read 21 Oct 2026 · linkedin.com
Company
Esqase identifies itself as Esqase, Inc., a Delaware corporation, and names Dale Moncayo and Kristoffer Bello as co-founders.Read 8 Oct 2026 · esqase.com
Access controls
Firm owners can require two-factor authentication for all members, and roles control view, create, update, and delete permissions by area.Read 8 Oct 2026 · esqase.com
API limits
The API does not control billing, documents, eSignature or scheduling; those remain in the dashboard.Read 21 Oct 2026 · esqase.com
API tooling
Developer documentation includes scoped API keys, authentication, an OpenAPI specification and curl, JavaScript, Python and Postman examples.Read 21 Oct 2026 · esqase.com
Authentication
Members can enable two-factor authentication and firm owners can require it for everyone.Read 21 Oct 2026 · esqase.com
Billing
The product supports time and expense logging, batch invoicing, payment links and payment recording.Read 21 Oct 2026 · esqase.com
Booking
Booking pages use host availability and holiday overrides, then create a contact, lead and event together.Read 21 Oct 2026 · esqase.com
Client access
Clients can book, complete forms, pay invoices and sign documents through browser links without a portal password.Read 21 Oct 2026 · esqase.com
Company founders
The about page names Dale Moncayo as co-founder, CEO and CTO and Kristoffer Bello as co-founder and president.Read 21 Oct 2026 · esqase.com
Company headquarters
LinkedIn lists headquarters in Wilmington, Delaware.Read 21 Oct 2026 · linkedin.com
Company legal name
The terms identify the operator as Esqase, Inc.Read 21 Oct 2026 · esqase.com
Company size
LinkedIn lists the company size as 2–10 employees.Read 21 Oct 2026 · linkedin.com
Compliance posture
The security program is described as aligned to SOC 2, with a data-processing agreement and Google Cloud infrastructure.Read 21 Oct 2026 · esqase.com
Conflict checks
New leads and matters can be screened against existing people, companies and records for potential conflicts.Read 21 Oct 2026 · esqase.com
Documentation
The maker publishes a multi-section Help Center covering getting started, account administration, integrations, clients, documents and developers.Read 21 Oct 2026 · esqase.com
Documents
The editor provides formatting, page setup, inline comments, autosave, version restoration and full-text search.Read 21 Oct 2026 · esqase.com
eSignature
Users can place signature fields on PDFs and receive a sealed signed copy with a completion certificate.Read 21 Oct 2026 · esqase.com
Intake forms
Forms support 22 question types and can be sent privately or embedded on a firm's website.Read 21 Oct 2026 · esqase.com
Lead pipeline
Leads can use named stages, sources, assignments and hired or not-hired outcomes.Read 21 Oct 2026 · esqase.com
Licence
The service and its software are owned by or licensed to Esqase, and reverse engineering is prohibited, indicating proprietary software.Read 21 Oct 2026 · esqase.com
Limit: no free version
Capterra states that a free version is not included; only a free trial is available.Read 21 Oct 2026 · capterra.com
Limit: paid entry price
Capterra lists the starting price as $49 per user per month.Read 21 Oct 2026 · capterra.com
Mobile client requirements
The Esqase Client app requires iOS 15 or later or Android 7.0 or later and an internet connection.Read 21 Oct 2026 · esqase.com
Notable news
The maker's homepage lists updates dated August 4, August 11 and August 17, 2026 covering switching case-management software, workflow automation and qualifying law-firm leads.Read 21 Oct 2026 · esqase.com
Praise: integrated scope
LawNext describes intake, matters, billing and IOLTA accounting as operating in one workspace with client booking, forms, signing and payment links.Read 21 Oct 2026 · directory.lawnext.com
Professional tier
Professional includes a personal injury suite and requires two-factor authentication for every member, with notifications that carry no case details.Read 8 Oct 2026 · esqase.com
Rating on Capterra
0.0 out of 5 from 0 reviews.Read 21 Oct 2026 · capterra.com
Rating on G2
0 out of 5 from 0 reviews; G2 says Esqase has not been reviewed yet.Read 21 Oct 2026 · g2.com
Rating on LawNext
LawNext lists no user star rating or review count for Esqase.Read 21 Oct 2026 · directory.lawnext.com
Self-hosting
Enterprise is described as integrating with a firm's own servers, while the standard product is presented as a hosted cloud service.Read 21 Oct 2026 · esqase.com
Target firms
The maker targets solo practitioners and small to mid-size law firms.Read 21 Oct 2026 · esqase.com
Trust accounting
Operating and IOLTA trust accounts remain separate and include ledgers and three-way reconciliation.Read 21 Oct 2026 · esqase.com
Unavailable integrations
ChatGPT, Claude, Gemini and QuickBooks are listed as coming soon and cannot currently be connected.Read 21 Oct 2026 · esqase.com
Who it is for
Esqase describes its target users as solo practitioners and small to mid-size firms, from solo practices to growing teams.Read 8 Oct 2026 · esqase.com
Workflow
Its workflow feature lets firms build reusable playbooks and attach them to leads or matters to run steps in sequence.Read 8 Oct 2026 · esqase.com
Workflow automation
Reusable workflows can chain steps such as email, tasks, forms, invoices and conflict checks on leads or matters.Read 21 Oct 2026 · esqase.com

Plans and prices

Annual $49 a month per user / month, billed annually everything in Monthly · save $120 per user yearly · landing-page website · improved customer support Read 21 Oct 2026 · esqase.com
Monthly $59 a month per user / month every feature · 14-day free trial · API access and integrations · migration help · cancel anytime Read 21 Oct 2026 · esqase.com
Enterprise Priced on request custom for your firm everything in Annual · integrates with your own servers · custom requirements · dedicated support and onboarding Read 21 Oct 2026 · esqase.com
Professional Price not published 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 Read 8 Oct 2026 · esqase.com
Standard Price not published 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 Read 8 Oct 2026 · esqase.com

Every Esqase plan and price →

Strong points and limits

Strong points

  • Combines intake, matters, billing, and trust accounting
  • Reusable playbooks run matter steps in sequence
  • Clients use secure browser links
  • Offers REST API with scoped keys
  • Includes a 14-day trial

Limits

  • No free plan is offered
  • Starting price is $49/user/mo (annual)
  • Professional requires two-factor authentication for every member

Who it suits

Esqase targets solo practitioners and small to mid-size firms, from solo practices to growing teams. It suits firms wanting intake, matter workflows, billing, trust accounting, client actions, and integrations together.

Verdict

Esqase covers core law-firm operations, client actions, accounting separation, integrations, and API access in one workspace. Firms should compare plan details and confirm whether the listed starting price fits their user and feature needs.

Where Specifiction places it

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