Staff Records – Main Form

Staff Records in HoudiniEsq 2.0 contain a wealth of information about a current Staff user, and can be used to dictate their current level of access, set up an email account for use by that Staff member, view their recent login activity, and set up rates and compensation. Below, we’re […]

Settings Dashboard – Staff

The Staff section of the Settings Dashboard will allow you to add and manage your current Staff members in HoudiniEsq 2.0. Each Staff record is comprised of multiple sections with information about the Staff member, their rates, compensation, permissions and access, and login attempts. Clicking the checkbox at the top […]

Settings Dashboard – General

The General section of HoudiniEsq 2.0’s Settings Dashboard will allow Admin users to configure and view global information about your specific instance of HoudiniEsq. You can think of an instance as an individual server, with its own configuration information, records, and staff. Below, we’re going to go over each individual […]

Settings Dashboard Overview

In this article, we’ll explain the Settings Dashboard in HoudiniEsq 2.0. The Settings Dashboard is where you can go to configure HoudiniEsq on a “macro” level, allowing for the configuration of organization-wide settings. It replaces the Organization Settings in HoudiniEsq Classic. Keep in mind this menu is only available to […]

Reports – Performance

In this article, we will go over the Performance Reports section of the Reports Dashboard in HoudiniEsq 2.0. This is a quick, concise section which will allow you to easily see in graphical representation the current performance and income forecasts for your firm or organization. The Performance section is comprised […]

Reports Overview

The Reports section of HoudiniEsq 2.0 allows you to extrapolate data in a variety of forms from the application. Reports are an integral part of any data-focused system, and HoudiniEsq 2.0 offers you a variety of options to obtain that information. To get to the Reports section of HoudiniEsq, click […]

Calendar Overview

In HoudiniEsq 2.0, much like the previous rendition, all Events which you have access to can be accessed from the Calendar, regardless of the Matter they are associated with. The Calendar is a great way to view all activity your firm is currently associated with. The Calendar view operates very similar to […]

Billing Dashboard Overview

For a video guide on invoicing in HoudiniEsq 2.0, click here. In HoudiniEsq 2.0 we’ve combined the Pre-Bill and Invoice Dashboard into one section, known as the Billing Dashboard. To access the Billing Dashboard, click the “Billing” link at the top left of the main interface. To the top left, […]

Email Inbox

HoudiniEsq 2.0 allows you to manage email within the application with ease. You can link incoming email to Matters, send email directly to clients and other related parties, create billable Events from linked email, add document attachments and templates, and more. This article will give a general overview of the updated email […]

Matter Parties

In HoudiniEsq, both Contacts and Staff can be related to Matters in a variety of ways. Previously, we divided these relationships up into two different sections of the Matter; Related Parties and Matter Members. Now, with the 2.0 revision, they are both found under the same section; Parties. The Parties […]