List of Supported Browsers

HoudiniEsq is a modern web-based application and thus, requires a modern browser. Below is a current list of all supported browsers for HoudiniEsq, in order of recommendation: Google Chrome – Version 70.0.3538.77 and above – All platforms Apple Safari – Version 12.0 (13606.2.11) and above – All platforms Mozilla Firefox – Version 63.0 […]

Closing and Opening Matters

HoudiniEsq makes it easy to close Matters at any time you are finished working on them, or re-open an older case you may need to access or continue working on at any time. Cases can be closed for a variety of reasons by any user. However, for security reasons only Admin […]

Tracking Daily Events

HoudiniEsq has multiple ways to easily track your daily schedule within the application. This article will focus on two different views which can give you an easy, printable and accurate way to track your current schedule, one of which exists in the Calendar and the other in the Reports menu. […]

Event Timeline

You will notice that with HoudiniEsq build 2.0.482 and above, an indicator will display in all Matter-based dashboards. This is the Timeline feature, as shown below. The Timeline will also be shown in the Day Sheet report, in Reports. The HoudiniEsq Timeline will give you a visual representation of all Events in […]

Cancel My Subscription

If you wish to cancel your HoudiniEsq Cloud subscription, you can do so at any time by using the link available in your most recent invoice email. This email will always come from sales@houdiniesq.com and be titled “HoudiniESQ Purchase Receipt.” At the bottom of the invoice email will be a “Cancel […]

Managing Access To Data

This article serves as an addendum to the Staff Logins and Access article. HoudiniEsq makes managing your staff’s data access easy. When logged in as an Administrator, simply access the Settings menu by selecting the gear icon at the top right. Then select the Staff tab and select a user, and click […]

Managing Case Budgets and Trust

HoudiniEsq allows you to manage your case budgets with ease. Manage overall budget, un-billed and due amounts, and trust balances with ease, sending notifications to associated Staff and even your Clients when necessary. Each case has a visual representation of your current budget amount thresholds, allowing you to manage your […]

Client Communications

The new Communications Automation module in HoudiniEsq allows you to keep your clients up to date like never before on their current ledger and trust balances, invoices, and payments. You can even send greetings for client birthdays! To access this feature you will need to have an Admin email account […]

Reports – Payment History

In HoudiniEsq, you will have the ability to view all previous Payments made on invoices via the Payment History tab in the Reports section. The Payment History report allows you to view all payments made by Client, Type or Date. The filter options allow you to sort payments by Client, Matter, Payment date and […]

Export Data From Time Matters

When contacting HoudiniEsq Support for a Time Matters migration, you must first make a backup of your current data to provide to our Professional Services in the correct SQL format. Here is a guide on how to do so: Performing a backup in Time Matters/LNTPA versions 10, 11 or 12 […]