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 […]

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 […]