Document Templates – Overview

Document templates allow you to merge information directly from HoudiniEsq into your documents. Matter information, contact names, address and phone numbers, and organization data are just some of the fields you can integrate in your documents. HoudiniEsq offers several ways to create document templates. This article will guide you through […]

Customize Mode – Workflow

UPDATE: All versions of HoudiniEsq 2.0 later than Build 224 use a new method to edit and create Workflows. However, the old method detailed in this article is still able to be used to create and edit Workflows, so it is still relevant. Workflows in HoudiniEsq 2.0 are a sequence […]

Expenses Overview

HoudiniEsq allows you to create two different types of billable items for invoicing your clients: Events and Expenses. While Events are used for tracking your billable time, Expenses are used for passing along incurred costs to your clients via their invoices. This is best used for features such as court […]

Trigger Action – Create Document

Generate Document The second action that is listed from the left is the Generate Document action. This will allow you to generate one or more documents for the selected Matter from any current templates, and then send that document to the specified Contact, Staff or Staff Group via a selected Email Template. The first […]

Trigger Action – Create Todo

Create Todo The next action that is listed from the left is the Create Todo action. This will allow you to send a todo to a specified Staff, Matter Member or Staff Group. Automatically generated Todos will be displayed in the Todo panel of the Matter as well as the Activity Dashboard. Select this action to add it […]

Trigger Action – Create Event

Create Event The next action that is listed from the left is the Create Event action. This will allow you to schedule a calendar Event for a specified Staff, Matter Member or Staff Group. Automatically generated Events will be displayed in the Calendar as well as the Event panel of the Matter and Activity Dashboard. Select this action to add it to the trigger. The […]

Notices and Alerts

Staying on top of your work can be difficult for anyone, and to help alleviate some of the stress in the possibility of having missed an important addition to one of your Matters or a critical Event in the system, we have several measures to make sure you can get a […]

Trigger Actions – Overview

In this article, we’re going to expand on the previous Triggers article and go into depth on all the available Trigger Actions, their purpose and function. As previously mentioned, Triggers allow you to perform an automated function  or set of functions (such as creating an Event) when a user takes a […]

Trigger Action – Send Email

Send Email The first action that is listed from the left is the Send Email action. This will allow you to send an email to a specified Contact, Staff or Staff Group from a selected Email Template. Note that this is simply for sending emails from previously created templates; if […]

Customize Mode – Triggers

The next part of the Customize Mode allows you to define Triggers. Triggers are a concept first explored in HoudiniEsq Classic, that allow you to extend the functionality of HoudiniEsq. Triggers allow you to automate certain actions in HoudiniEsq, such as sending notifications, filling in or tallying field values, sending […]