Reports – Income

The Income Report is a dynamic, filterable real-time view of all un-billed and due amounts for current Matters in HoudiniEsq. This report is designed to help you stay on top of your billable time quickly and easily. It can be accessed by clicking Reports from the Main Menu and then selecting the […]

Ad-Hoc Reports – Filter and Sort Options

In this article, we will be expanding on the simple list view report we created in our previous article. Please read and follow along using the instructions in that entry before proceeding. You may have noticed that the report we created likely brings back a large amount of records, and […]

Ad-Hoc Reports – Creating A List View

In our previous Ad-Hoc Overview article, we explained the basic functions of browsing, printing and viewing Ad-Hoc Reports. In this article, we are going to dive into creating your first list report from the template report that we provide. The goal of this article is to help you understand the […]

HoudiniEsq Chat

In HoudiniEsq and later builds, you will now be able to directly Chat with other Staff. The Chat feature allows you to instantly communicate with other users in real time. Any new messages will appear in the Chat at the bottom of the screen and can be instantly responded […]

Smart Linking Events from Google Calendar

Smart Linking Your Events By default the events you create in your Google calendar will not know what matter or event type they need to be in HoudiniEsq. To save you from having to add this information later we have a smart linking feature. The smart link is a simple […]

HoudiniEsq Smartdoc

HoudiniEsq SmartDoc is intelligent document automation. SmartDoc can dynamically generate polished finished documents in either PDF, Word or OpenOffice formats from a single document template. SmartDoc is rule based and can be used to easily and dynamically generate documents from templates that conditionally include or exclude content in your documents. […]

Backing Up HoudiniEsq (On-Premise)

HoudiniEsq is extremely easy to back up, as all of the data is centralized into one folder. This folder, the “esb” directory, is present in both OS X and Windows installations and contains all data, documents, templates, and staff login information. This guide will walk you through the process of […]

Accessing HoudiniEsq Remotely

If you plan on accessing your data remotely (outside your office e.g. your home or from court), you will need the following: -Static IP Address (required) – You can think of this as your Internet “phone number” -Domain Name (optional but recommended) – This is an alias, or name, for […]

Copying Form Data

HoudiniEsq allows you to copy form data quickly and easily using the new Multitasking feature, available in 2.0 build 180 and above. To copy a form, simply open the record you want to copy and click the Pin icon at the top right of the screen. This will add the […]