Esqase
Esqase is case management software for solo practitioners and small to mid-size law firms.
What Esqase is
Esqase is case management software for solo practitioners and small to mid-size law firms. Its workspace combines intake, matters, tasks, time and billing, IOLTA trust accounting, documents and eSignature. Firms can build reusable workflow playbooks and attach them to leads or matters to run steps in sequence. Billing includes 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, submit forms, pay and sign through secure browser links without managing a portal password. The product connects Gmail or Outlook, syncs Google or Outlook Calendar, and can add Meet, Teams or Zoom links to meetings. Its REST API reads and writes firm data through scoped API keys. Esqase says data is encrypted in transit, sensitive data is encrypted at rest, and security controls are monitored continuously, with processing backed by a DPA. The listed starting price is $49/user/mo (annual), and a 14-day trial is available.
Good
- Reusable workflow playbooks for leads or matters
- Separate trust and operating accounts
- Three-way reconciliation report
- Clients can act through secure browser links
- Integrates with Gmail or Outlook
Watch out
- No free plan
- 14-day trial only
- Starting price is $49/user/mo (annual)
Who it suits
It is aimed at solo practitioners and small to mid-size firms that want case management, billing and trust accounting in one workspace. Client-facing browser links may suit firms whose clients need to book, submit forms, pay or sign.
Verdict
Esqase brings core firm workflows, billing and trust accounting into a single workspace, with browser links for client actions. Its listed starting price is $49/user/mo (annual), and a 14-day trial is available.
Plans and prices
From Esqase's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Annual | $49 a month | everything in Monthly · save $120 per user yearly · landing-page website · improved customer support · per user / month, billed annually |
| Monthly | $59 a month | every feature · 14-day free trial · API access and integrations · migration help · cancel anytime · per user / month |
| Enterprise | Priced on request | everything in Annual · integrates with your own servers · custom requirements · dedicated support and onboarding · custom for your firm |
| Professional | — | Everything in Standard · personal injury suite · HIPAA obligations support · business associate agreement · Per user; monthly or annual billing; page shows regional rates but no readable price |
| Standard | — | Full practice management workspace · matters and custom boards · contacts · conflict checks · tasks · calendar · documents and storage · eSignature · custom fields · roles and permissions · Per user; monthly or annual billing; page shows regional rates but no readable price |
The facts
Each one read from Esqase's own pages, with the date it was checked.
What it does
- Access controls
- Firm owners can require two-factor authentication for all members, and roles control view, create, update, and delete permissions by area.checked 8 Oct 2026
- API
- Esqase provides a public REST API for reading and writing contacts, matters, leads, practice areas, matter types and custom fields.checked 21 Oct 2026
- API limits
- The API does not control billing, documents, eSignature or scheduling; those remain in the dashboard.checked 21 Oct 2026
- API tooling
- Developer documentation includes scoped API keys, authentication, an OpenAPI specification and curl, JavaScript, Python and Postman examples.checked 21 Oct 2026
- Authentication
- Members can enable two-factor authentication and firm owners can require it for everyone.checked 21 Oct 2026
- Booking
- Booking pages use host availability and holiday overrides, then create a contact, lead and event together.checked 21 Oct 2026
- Client access
- Clients can book, complete forms, pay invoices and sign documents through browser links without a portal password.checked 21 Oct 2026
- Compliance posture
- The security program is described as aligned to SOC 2, with a data-processing agreement and Google Cloud infrastructure.checked 21 Oct 2026
- Conflict checks
- New leads and matters can be screened against existing people, companies and records for potential conflicts.checked 21 Oct 2026
- Documentation
- The maker publishes a multi-section Help Center covering getting started, account administration, integrations, clients, documents and developers.checked 21 Oct 2026
- Documents
- The editor provides formatting, page setup, inline comments, autosave, version restoration and full-text search.checked 21 Oct 2026
- eSignature
- Users can place signature fields on PDFs and receive a sealed signed copy with a completion certificate.checked 21 Oct 2026
- Intake forms
- Forms support 22 question types and can be sent privately or embedded on a firm's website.checked 21 Oct 2026
- Integrations
- Available connections include Gmail, Outlook, Google Calendar, Outlook Calendar, Google Meet, Microsoft Teams and Zoom.checked 21 Oct 2026
- Lead pipeline
- Leads can use named stages, sources, assignments and hired or not-hired outcomes.checked 21 Oct 2026
- Licence
- The service and its software are owned by or licensed to Esqase, and reverse engineering is prohibited, indicating proprietary software.checked 21 Oct 2026
Money
- Billing
- The product supports time and expense logging, batch invoicing, payment links and payment recording.checked 21 Oct 2026
- Limit: no free version
- Capterra states that a free version is not included; only a free trial is available.checked 21 Oct 2026
The company
- Company
- Esqase identifies itself as Esqase, Inc., a Delaware corporation, and names Dale Moncayo and Kristoffer Bello as co-founders.checked 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.checked 21 Oct 2026
- Company headquarters
- LinkedIn lists headquarters in Wilmington, Delaware.checked 21 Oct 2026
- Company legal name
- The terms identify the operator as Esqase, Inc.checked 21 Oct 2026
- Company size
- LinkedIn lists the company size as 2–10 employees.checked 21 Oct 2026
- Founded
- LinkedIn lists Esqase as founded in 2026.checked 21 Oct 2026
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