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"HoudiniESQ has transformed not only my practice but the way I think about work flow. I have 'captured' so much billable time since implementing HoudiniESQ."
William P Burns Esq. -
"We use the SaaS version of HoudiniESQ, and for the first time in about eight years, I'm not constantly peeking over the horizon to find the next new legal practice software."
David Hiersekorn Esq. -
"The Seemingly Impossible, Possible - Lawyers today seek a form of magic called HoudiniESQ"
Neil Squillante, Techno Lawyer CEO -
"I can efficiently manage and scale my practice. I have access to my firms data from any computer with an internet connection. In a nutshell, this product is brilliant!"
James Doan Esq, Doan Law Firm -
"Thanks to HoudiniESQ, I've been able to escape all of these headaches and get the features I need -- and I really can't ask for more than that."
Brian D. Byrnes Esq
Feature rich is an understatement
A comprehensive suite of tightly integrated tools designed to improve workflow, increase productivity and build your legal practice.
Desktop in a Browser
Although HoudiniESQ runs entirely in your browser regardless if it is installed on-premise or in the Clouds, the user experience is that of a traditional desktop application.
Drag-n-drop, multiple windows and multiple workspaces streamline your workflow and improve overall productivity.
Workspaces
Improve workflow with workspaces. You can place one or more windows or specialized dashboards into any workspace. Workspaces reduce clutter while keeping the tools you use most at your fingertips.
Take a look: HoudiniESQ Desktop Video
Matter Management
Manage everything having to do with a Matter or Case from a single application dashboard.
Everything from related contacts, notes, task, events, custom forms, documents, account balances, trust ledgers, and assigned staff. Its a wonder you have gotten along so long without HoudiniESQ.
Take a look: HoudiniESQ Matter Dashboard Video
Document Management
The integrated document management system is designed to streamline workflow and save you valuable time.
Bullet fast full text search is always just a click away. Classify documents and e-mail attachments by type and subtype. Supports Bates numbering, versioning and parent linking.
When you link a document or e-mail to a Matter, HoudiniESQ performs a full text index of the document, e-mail body and any e-mail attachments.
Seamlessly Integrates with MS Word
Documents are easily managed from within Word using our free Word for HoudiniESQ add-in. Edit and compose documents in MS Word and effortlessly save documents into HoudiniESQ. You can even optionally bill for your time from within MS Word.
Take a look: HoudiniESQ Document Management Video
Document Assembly
As simple as drag-n-drop. Create Document templates with ease in HoudiniESQ or from within MS Word.
You can perform data merges and generate a draft or final document in PDF or Word format with just a click of your mouse.
Document templates can be generated from either Word or HoudiniESQ. These templates keep their formatting, color and font selections intact. Once a template has been created and saved in HoudiniESQ the final document can be generated from within either Word or HoudiniESQ effortlessly.
When you have generated the necessary documents simply click the email icon on screen to e-mail them to a client, co-counsel, etc.
Full Text Indexing
When generating documents with HoudiniESQ, documents are automatically full text indexed and linked to the matter. This is also true of e-mail and e-mail attachments.
Bulk Document Generation
You can select one or more document templates and generate all the necessary documentation with a single click. All generated documents are immediately available from the Matter's document tab. It has never been easier to generate the required documents or correspondence for a case.
Exclusive Esq Live Doc™ Feature
HoudiniESQ document templates created with our MS Word plugin has the added benefit of becoming Esq Live Docs™. Instead of generating the document HoudiniESQ generates a form instead listing all the fields pre filled with merged data. The form permits you to view or edit what will appear on the document before it is generated. Blind data merges are a thing of the past.
Take a look: HoudiniESQ Live Doc Video
Contact Management
Manage everything having to do with your clients from a single form. You can view associated Matters, Notes, Task, Documents, Custom Forms and Trust Ledgers.
Potential client and lead tracking information such as how the client contacted the firm, and how they heard about the firm is easily collected. If you need to schedule follow-up calls with potential clients you can enter that information as well. This information isn't just static data either. HoudiniESQ includes two powerful report dashboards just for tracking lead-to-retained figures so you can monitor ad placement and lead conversions.
Take a look: HoudiniESQ Contacts and Outlook Video
E-mail Management
HoudiniESQ includes a integrated e-mail client that can be used in lieu of or in addition to traditional e-mail clients like Outlook. Handy when you don't have your laptop with you or your e-mail account information. Simply log on and view and answer your e-mail. The e-mail client displays your e-mail as it was intended by the sender. No stripped down text displayed in a note field. Images, attachments and links are preserved.
When linking an e-mail to a Matter HoudiniESQ performs a full text index not only of the e-mail body but any attachments as well. E-mails and attachments appear immediately under the Matter's e-mail tab. In addition e-mail attachments appear under the Matter's doc tab. No hunting for e-mails or attachments. E-mail attachments are treated like any other document relating to a case. You can categorize and manage them just as you do documents in HoudiniESQ.
E-mail Template Support
As simple as drag-n-drop. Create e-mail templates with ease in HoudiniESQ.
Reduce the repetitive task of composing the same e-mails over and over. You can create e-mail templates so you can streamline your workflow and reduce repetitive task often associated with legal correspondence. You can even design email templates using HTML for that polished professional look.
Seamlessly Integrates with MS Outlook
E-mail is easily managed from within Outlook using our free Outlook for HoudiniESQ add-in.
Our Outlook plugin automatically bi directionally syncs e-mail, contacts, and your calendar with HoudiniESQ. You can even optionally bill for your time from within MS Outlook.
Take a look: HoudiniESQ E-mail Template Video
Task Management
View your day with just a glance. Manage everything on your plate for the day from the integrated Getting-Things-Done dashboard.
You can monitor upcoming events, things to do, review items that others require your input on, and view any critical alerts.
Make sure everything that needs to get done - gets done - by removing items as you complete them. When your GTD is clear, your schedule is clear and nothing has fallen through the cracks.
To-dos, Reminders and Task oh my
To-dos are assignable and can be given deadlines. When you assign a To-do to a staff member, not only does the To-do appear on your To-do list, it also appears on the assigned staff members list as well until one of you mark the item as complete. To-dos are usually created just as reminders but in HoudiniESQ records can be promoted. When you mark an item as complete you can optionally promote the record to a billable event.
Review time is Billable time
An added benefit of the GTD is when you review items you can optionally bill for that time and then pass the item onto another staff member for their review.
The GTD seamlessly integrates with e-mail and documents so correspondence can be flagged "please review" and placed onto one or more staff members own GTD.
Take a look: HoudiniESQ GTD Video
Calendar & Docket
Powerful group calendaring and scheduling. No limit to the number of calendars you can create. View your calendars any way you like - list, weekly, monthly, daily, schedule, and custom views.
All staff can view the entire firm's calendars. Filter calendars by a particular calendar, staff, staff group, event type, staff color, event color, etc. You can even filter the calendars by matter or contact.
Rescheduling events is easy, just drag-n-drop to reschedule. Use the incorporated Time Line below the calendar to quickly find items on busy schedules.
Repeating events as well as calendar alerts are supported. A customizable date calculator where staff can add custom holidays at the individual or organizational level is just a click away. In addition, the HoudiniESQ calendar sports a available time slot finder which can be used to quickly find a staff members's availability.
The HoudiniESQ calendar also has a Google calendar import utility to help you get started quickly.
Without Rules there would be Anarchy
Add calendar events using the integrated Court Rules (HoudiniESQ 1.9). IF a rule changes HoudiniESQ will notify staff of the change. Staff can then review the change, its impact and optionally have HoudiniESQ recalculate the events and their dependencies. Coming soon
Take a look: HoudiniESQ Calendar Time Slot Finder Video
Billing & Invoicing
HoudiniESQ supports one click invoicing, instant PDF delivery, Adjustments, Credits, Trust Deposits, Trust Earned, Trust Awards, Trust Withdrawals, Retainers, Harmonized Sales Tax, and Expenses. You can print or e-mail invoices to your clients effortlessly. Batch time entry as well as batch billing is supported.
No time slips or extra steps since everything you do on behalf of your client is viewed as a Event and all Events are billable and tracked including composing and reading e-mail. Of course you get to decide what is billable and what is not.
The Pre-bill dashboard allows you to view everything that hasn't been billed and view balances and payments with just a glance. You can re-assign billable events to other staff, change charges and apply credits all from a single screen.
Integrates with QuickBooks
If you have QuickBooks and our free HoudiniESQ QuickBooks connector then every billing and Trust task you perform in HoudiniESQ is seamlessly posted to QuickBooks.
Now, we realize that our competitors claim that they integrate with QuickBooks but that is simply not true. In fact, it is misleading and not very transparent to make such a claim when all that they provide is a export feature that contains nothing more then totals.
On the other hand, HoudiniESQ has the most complete seamless integration with QuickBooks in the legal industry. Seeing is believing, checkout the video
Take a look: HoudiniESQ Billing & QuickBooks Video
Remote Client Access
No need to rely on unprotected open text e-mail any longer. With just a click you can provide your clients and any related contacts (co-counsel, trustees. codefendants, etc) with secure access to matter related information. Your clients can now view staff generated important notices, view a case's progress, important dates, view invoices, and view documents. You can even allow your clients to upload documents directly to their matter where your staff will be notified. Your clients can communicate with staff, and even create and manage their own private notes, all from within a secure environment.
Clients with more than one matter can quickly switch to any matter with just a click. That is, if you have granted them permission to do so. You have complete control over what is made available and to whom and for how long. There is no cost for Client Access and no limit to the number of clients who can take advantage of this feature. HoudiniESQ Client Access provides law firms with a competitive edge in today's legal services market place.
Take a look: HoudiniESQ Remote Client Access Video
Stop Knocking Yourself Out! |
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Are you using several apps to get your work done? Is your present PMS forcing you to cut and paste or export data between apps, memorize obscure strings so you can link e-mail to matters, zip up invoices to manually e-mail to your clients... basically making you do more work than is necessary. Don't be mislead, get the facts. Software is suppose to make light work of such task.
HoudiniESQ is your competitive edge.
On-premise or in the Clouds - Your Choice
Not comfortable with a Cloud solution but still need web-based remote access to your data from desktops, smart pads and mobile devices? Maybe you would like to keep your data local for the time being and move to the Cloud later, or vise-versa.
Any Time, Anywhere
Access your data from just about anywhere a Cell phone or Internet connection is available. You and your staff use a browser to interact with HoudiniESQ so just about any device will do. You can install HoudiniESQ on-premise or have us host it for you in the Cloud (SaaS).Regardless of your choice, you can remotely access your data from just about anywhere.
To help you get familiar with HoudiniESQ, we've created 100 YouTube videos demonstrating some of the unique features.
Take a look: YouTube Videos
Client Access & Collaboration
No need to rely on open text e-mail any longer. With just a click you can provide your clients and any related contact with secure access to matter related information. Your clients can now view staff generated important notices, view a case's progress, important dates, view invoices, and view documents. You can even allow your clients to upload documents directly to their matter, communicate with staff, and even create and manage their own notes, all from within a secure environment.
Clients with more than one matter can quickly switch to any matter with just a click. You have complete control over what is made available and to whom and for how long. There is no cost for Client Access and no limit to the number of clients who can take advantage of this feature. HoudiniESQ Client Access provides law firms with a competitive edge in today's legal services market place.
Take a look: HoudiniESQ Client Access Video
Mobile & Smart Pads
Access your firm's data on the most popular mobile devices. iPhone, iPad, Android phones and smart pads are all supported.
You can have mobile access even if you go with the on-premise install of HoudiniESQ. All that is required is a static IP address or a free dynamicDNS account.
Take a look: HoudiniESQ Mobile Video
Seamless Tight Integration
Other products will mislead you into thinking they provide integration points but instead do nothing more than provide an export feature.
Effortless Integration
HoudiniESQ Integration means you never have to perform additional work to get critical data into the products you trust and love.
Best QuickBooks Integration in the Industry
No exporting, no duplicate data entry. Simply, Invoice, Bill and perform Trust Accounting task, HoudiniESQ takes care of the rest.
Our competitors expect you to export data from their PMS and have you import the data into QuickBooks. In the end all that has been imported is nothing more than totals. HoudiniESQ will actually create the necessary item list, HST tax entries, client details, jobs/matters, trust ledger and trust liability ledger entries, invoices with line item details, payments, adjustments, as well as client and matter notes. Don't be mislead. An export feature isn't integration.
The HoudiniESQ QuickBooks connector works with on-premise installs as well as SaaS accounts.
Take a look: HoudiniESQ QuickBooks Video
Outlook Integration
Manage E-mail, Contacts and Calendars from within Outlook or HoudiniESQ. Changes are automatically bi directionally sync'ed to HoudiniESQ. Link matter related correspondence in Outlook seamlessly. Edit your contacts or schedule events in Outlook and your changes or additions immediately appear in HoudiniESQ.
Drag-n-drop e-mail into Matter folders in Outlook to automatically link e-mail to their associated matters. Linked e-mail is full-text indexed as well as any attachments. When linking e-mail to a matter a matter folder is automatically created in Outlook for you if it doesn't already exist. You can even leverage e-mail templates created in HoudiniESQ.
Bill for your time when composing or reading matter related e-mail effortlessly. The Outlook plug-in works with on-premise installs and SaaS accounts.
Take a look: HoudiniESQ Outlook Video
MS Word & Excel Integration
Work with the Word Processor you know and love.
Having to upload and download, locate the file, then open the file in its native application is not very productive, and is one of the worst user experiences a web-based product can have. Our plug-ins for MS Word and Excel allow you to open, edit and save documents from within MS Word or Excel with just a click. View all documents associated with a Matter, edit and save to HoudiniESQ. Supports Bates numbers, versioning, document template creation and data merges right from within Word or Excel.
You can even bill for the time spent reviewing or composing a document.
Take a look: HoudiniESQ Word Plug-in Video
Web Lead & Web Form Integration
Share data collected from your very own website easily. Any web form that sends a e-mail can be integrated into HoudiniESQ. The data collected immediately appears in the HoudiniESQ Lead Widget where leads can be instantly converted into contact records with just a click of your mouse.Take a look: HoudiniESQ Web Lead Widget Video
Court Rule Docketing (1.9)
Without rules there would be anarchy. HoudiniESQ integrates with Calendar Rules.Never miss an important mission critical deadline due to court rule changes and take advantage of malpractice premium discounts. If the rules change staff are notified of the change. Staff can choose to have HoudiniESQ make the adjustments to the associated calendars and events with just a click. Calendar changes are seamlessly sync'ed with Outlook when the Outlook for HoudiniESQ add-in is installed. Coming Soon.
Take a look: HoudiniESQ Court Rules Video
Customizable Freedom
Need to collect additional data for a specific practice area or for a special project? With HoudiniESQ you have limitless possibilities.
Custom Fields
You can add any number of custom fields to a entry form. They can be placed by Type, Sub-type, Status Code or Attributes, and any combination thereof.You can add custom fields and controls to the Matter, Event and Contact forms. Entry Fields, Lookup Fields, Drop Downs, Multi-selects, Combo Boxes, Radio Buttons, and Check Boxes are all supported.
Need to make a custom field required? Simply click the Required check box when you create the field. Your staff will be prompted if they forget to enter data. Custom columns can even be grouped so you can define customizable Workflow Triggers (1.9) to one or more fields.
HoudiniESQ even includes a comprehensive set of entry field Validators so you can keep data entry mistakes to a minimum.
Take a look: HoudiniESQ Custom Workflow Triggers Video
Custom Forms
Clutter free data entry in Houdini Esq.
No single data entry form can be expected to hold every bit of data. Use custom forms to collect additional information. There is no limit to the number of forms you can create and each form can have a unlimited number of custom fields.
Take a look: HoudiniESQ Custom Fields & Forms Video
Custom List views
Just about every list or table can be customized to your liking. A list view can include or exclude any number of columns. You can create groups and tally rows and apply filters to each of your custom list views. There is no limit to the number of custom list views you can create for any single list or table. You can create views that are sharable by the entire organization or create personal views. When you click the print icon a PDF is generated using the selected list view.Take a look: HoudiniESQ Custom List Views Video
Workflow Triggers (1.9)
Automate your firm's workflow by defining automated workflow triggers. Create calendar items and events, alerts, generate documents, send e-mails and so much more. Customizable Work Flow Triggers enforce a firm's best practices and automate repetitive task. Coming soon.Take a look: HoudiniESQ Custom Workflow Triggers Video
Collaborate & Share
HoudiniESQ allows you to invite others into the project for a more collaborative effort. Each account can add an unlimited number of collaborators.
Remote Client Access
Invite as many people as you want to view a matter, project or case.
Manage Access
Easily add and remove access. You can event set an expiration date.
Collaborate With Co-counsel
Every related contact to a matter can be granted access.Seeing is believing
HoudiniESQ lets you manage your practice better than any other web based legal practice management application available. Take an insider's look at how it works.
Thousands of Law Firms are Using HoudiniESQ
Many State and Federal Agencies and Individuals law firms worldwide have experienced the power of HoudiniESQ Here's what they have to say about it:
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"With HoudiniESQ, our staff get up to speed on a project or case faster, and our clients appreciate the fact that they can logon and see their case's progress. As a bonus, it's fantastically easy to use. I highly recommend it."
Stefan Harington, Geico -
"As a billing clerk, HoudiniESQ has made my life so much easier with its fantastic QuickBooks integration."
Pat Creebol, Hewlett-Packard
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"A polished web-based legal product that has a bright future."
Evan Bursch, Bursch & Bursch LLC -
"HoudiniESQ. is easy to use, beautifully designed and has already proven its value several times over. We can't wait to see what enhancements the team rolls out next!"
Donna Flagglur, Flovez & Flagglur PC
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"HoudiniESQ has made an instant impact on the way we manage our practice and interact with our clients."
Ronald Stagg, Stagg, Rios & Bennett PC -
"We've used all sorts of PMS products. In HoudiniESQ is far and away the easiest way to manage our practice. It's been a game changer for us."
Emery Oliver Oliver & Oliver PC
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"Until I found HoudiniESQ, I thought of web interfaces to be a little bit of a waste of time. Our staff never really felt they knew what they were getting until they found that their workflow improved 100%. Already I can see this being a game changer for us, saving us and our clients time and money."
Kevin Brasier, Braiser & Montgomery LLC -
"In HoudiniESQ allows our staff to do in minutes what use to take hours. An indispensable tool for any legal professional."
Brian Pippin, The Pippin Law Firm
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"The best way to get our clients involved has to allow them access to their case. HoudiniESQ is Fast, Easy and Collaborative. Genius!"
Steve Gallego, Onio Legal Services -
"I Love it!. HoudiniESQ has helped me jump-start my solo practice."
Jake Muse, Muse Legal
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"Absolutely loving HoudiniESQ!"
Christine Bernard, Where Inc - Legal Dept -
"I have never used a more streamline system in my career. A excellent product"
Chris A. Howell, Howell Studios - Legal Dept
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"For far too long, there has been a gap between client communication, correspondence and legal staff. HoudiniESQ fills that gap by creating a beautifully simple way to help our clients."
Monica Rayes, Hatteras Legal -
"HoudiniESQ is amazing."
Russ Vannervault, Vannervault PC
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"HoudiniESQ does exactly what we wish it could do."
Becca Lovits, Sears - Legal Dept -
"For the short time I've been using HoudiniESQ I've come to LOVE it and can't wait to see every new improvement and feature. I love it, our clients love it, a perfect win/win for our firm."
Jen kinston, J.J. Kinston PC
Streamline workflow, increase productivity, provide better service, start building your practice today!
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