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 […]

Contact Overview

Next, we’re going to look at the actual Contact record in detail. The Contact record encapsulates everything you need to know about a person or organization in one place. It is comprised of multiple sections which we will cover in detail below. First and foremost is the Type designation. The […]

Contacts Dashboard

While HoudiniEsq is a Matter-centric system, Contacts are undoubtably the most important record in the system. Contacts in HoudiniEsq can be classified in any way you wish, and can further be related to Matters in a variety of possible relationships. While one Contact may be a client on a particular case, […]

Todos Overview

Todos are a form of task assignment in HoudiniEsq, and in 2.0 they are more vital than ever to the way you use the system. Todos are the key component of Workflows, and serve as case-critical tasks which have a series of steps which must be completed. In this article, […]

Document Management Overview

The Documents section of the Matter Dashboard allows you to add new documents to an existing Matter, or generate a Document Template for that Matter. You can also access all existing Documents for the current Matter from this section as well. Each Document entry will display the extension of the […]

Events Overview

Two of the most important aspects of running your firm or organization is accounting for time spent, both in terms of billable and non-billable items, and keeping track of your upcoming appointments. While most legal practice management applications require you to record and manage these important aspects separately, HoudiniEsq uses […]

Matters Overview

In this article, we are going to discuss the Matter record in detail. A Matter record is a representation of a case file in HoudiniEsq, and acts as the central hub for other types of related records such as Events, Notes, Documents, Email, Todos and Workflows. Additionally, all financial and […]

The Matter Dashboard

In this article, we’re going to look at the Matter Dashboard. Just as in HoudiniEsq Classic, the Matter Dashboard allows you to see all Matters which are associated to you at a glance, along with all associated records to that Matter. Unlike HoudiniEsq Classic, you now have direct access to […]