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From work done to invoice sent — in one continuous flow.

Three steps between the work and the invoice: observe, draft, approve. Same people, same tools, a fraction of the friction. Jump to the section that matters to you most.

How It Works

Three steps. One continuous pipeline.

The old billing workflow was a dozen disconnected steps across a dozen tools. Esqio collapses it to three — and only one of them needs you.

1
Observe

Esqio watches how work happens.

Connected through explicit OAuth scopes you control, Esqio reads the minimum metadata it needs from your calendar, email, documents, calls, and app usage. Only the tools your administrator connects. Never content outside what you permit.

  • Calendar, email, document, and call metadata
  • Works across Outlook, Gmail, Teams, Zoom, Word, browsers
  • No timers. No stopwatches. No reconstruction.
2
Draft

AI writes the entry, in your firm's voice and rules.

Esqio drafts a complete entry — matter, client, phase & task codes, duration, narrative. Your firm's style emerges from your edits; the model adapts inside your tenant only. UTBMS/LEDES-compliant. OCG-aware. Never used to train shared models.

  • UTBMS A-codes, L-codes, E-codes applied automatically
  • Narrative tone, length, and formality learned from your edits
  • Client OCG rules enforced per matter
3
Approve

Humans decide. Nothing ships otherwise.

Every AI-generated entry is reviewable, editable, and rejectable. High-confidence entries can auto-approve by rules you set. Low-confidence ones wait. Every action is in the audit log. Your judgment is always the last step.

  • Review by exception — only edge cases need a look
  • Full audit trail of what data informed each draft
  • Pre-bill routing to associates, partners, or billing coordinators
AI Timekeeping

Every billable minute, captured automatically.

The part most tools call "observation" is the work Esqio does silently in the background. The part most tools leave to you — drafting the narrative, finding the matter, picking the task code — Esqio handles before you open your timesheet.

Metadata-only observation by default — who, when, how long. Content-level access is per-matter and administrator-gated.
Auto-matter-matching from calendar, email subject lines, or existing matter tags.
Pause or exclude at any time — per user, per matter, per application, per domain.
10-minute daily review instead of a 2-hour end-of-week reconstruction.
Entry — AI draft
Ready to approve
Johnson v. Costco 3.5h
A109 · Appear for/attend L330 · Depositions
"Attended deposition in connection with Johnson v. Costco; participated in examination of plaintiff's medical expert, monitored cross-examination, and conferred with co-counsel regarding impeachment strategy."
Drawn from: 3h 30m calendar block · 4 emails (Smith, Cortez) · 2 document edits · 1 Teams call (42 min).
Automated Billing

From captured time to sent invoice in minutes.

Esqio turns monthly billing from a multi-week gauntlet into a continuous flow. Pre-bills generate themselves. Approvals route automatically. The close is a review, not a rebuild.

Rolling pre-bills — see invoice drafts continuously, not on the 28th.
OCG compliance checks flag block-billing, minimum-detail, and non-billable rule violations before the invoice leaves.
Smart approval routing — drafts go to the right reviewer based on matter, client, and timekeeper role.
Native sync with Clio, MyCase, PracticePanther, QuickBooks, plus API for everything else.
Pre-bill review
Matter #4821 · Johnson v. Costco Clean
18 entries · $14,450 · 0 OCG flags
Matter #5102 · Acme M&A 2 flags
24 entries · $28,320 · Block-billing detected on 2 entries
Matter #5291 · Davis IP Clean
9 entries · $6,380 · 0 OCG flags
Integrations

Works with the tools your team already uses.

Esqio connects to your productivity stack, your practice management system, and your billing engine through first-party OAuth integrations. No migration. No retraining. Same workflow, cleaner data.

Productivity · PMS · Finance
Outlook
TTeams
Zoom
CClio
MCMyCase
QBQuickBooks
+ 20 more native integrations and open API.
Security & Privacy

Engineered for the firms that can't afford second chances.

Esqio is engineered to enterprise security standards: AES-256 at rest, TLS 1.3 in transit, SSO/SAML, MFA, and role-based permissions down to the matter level. Our security program is designed to SOC 2 and NIST control standards; formal SOC 2 Type II certification is on our roadmap. Specific capabilities available today vary by plan — we'll share a current capability matrix for your security review.

AES-256
Encryption at rest
TLS 1.3
In transit
SSO/SAML
Okta, Azure AD, Google
0
Shared model training on your data

See all three steps in a 30-minute demo.

We'll walk through observe, draft, and approve with a real matter from your firm's practice mix — not a canned demo deck.