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 […]

The Activity Dashboard – Overview

First off, we’re going to take a look at the Activity Dashboard. This is HoudiniEsq 2.0’s answer to the “GTD” in HoudiniEsq Classic. The Activity Dashboard serves as a summary of all recent additions and changes in the system, and is primarily used to track new records added to the system […]

Navigation

Hello, and welcome to HoudiniEsq 2.0! HoudiniEsq 2.0 is a much-improved, streamlined version of the interface. If you are new to HoudiniEsq in general, this will be your starting point. If you are a user of previous versions of the the product, this guide will serve as an introduction point […]

Custom Fields

HoudiniEsq has always allowed you to add your own custom fields to forms, and the 2.0 interface expands this feature to make it easier than ever to add your own data. All Custom Fields can be accessed through the Custom Data section of the form. Custom fields can be in a […]