HoudiniEsq Help

• Adobe Acrobat Plug-In Overview
• HoudiniEsq – Word Plugin installation and overview
• HoudiniEsq For Outlook – Add-In Installation and Overview
• HoudiniEsq Office Add-Ins – Silent Install Instructions
• HoudiniEsq Word Add-In For Office 365 (Windows/OSX)
• LawPay Integration

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• Export Data From Time Matters
• Exporting Data In HoudiniEsq

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• Cancel My Subscription

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• HoudiniEsq on YouTube
• HoudiniEsq Quick Tips – Time Tracking and Management
• Video – Billing/Invoicing Overview

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• Managing Expert Contracts

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• Adding Classifications (Types, Subtypes, Status Codes)
• Advanced Searching Options
• Calendar Overview
• HoudiniEsq Chat
• HoudiniEsq Quick Setup (Wizard)
• Importing My Data into HoudiniEsq
• Introduction to Data Classifications and Data Capture
• Logging In

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• Adding References to a Matter
• Advanced Filter
• Claims & Incident Intake
• Closing and Opening Matters
• Copying Form Data
• Intake (Quick Entry Form)
• Managing Case Budgets and Trust
• Matter Member Assignment Utility

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• Client Communications
• Client Portal (Remote Client Access)
• Contact Overview
• Contacts Dashboard
• Matter Parties

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• Calendar Overview
• Event Timeline
• Events Overview
• Matter Docket (Calendar Rules)
• Notices and Alerts
• Smart Linking Events from Google Calendar
• Task & Phone Call Timer
• Tracking Daily Events

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• Todos Overview

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• Applying Credit To a Current Invoice
• Billing “Quick Add” Option
• Billing Dashboard Overview
• Expenses Overview
• Invoice and Statement Templates
• LawPay Integration
• Managing Case Budgets and Trust
• Payables

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• Document Management Overview
• Document Templates – Overview
• Global Search
• HoudiniEsq – Word Plugin installation and overview
• HoudiniEsq Smartdoc
• HoudiniEsq Word Add-In For Office 365 (Windows/OSX)
• Invoice and Statement Templates
• IRIS (Documents) Password

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• Creating Email Templates
• Email Inbox
• Staff Email Setup

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• HoudiniEsq Chat
• Settings Dashboard – Staff
• Staff Compensation and Reporting
• Staff Email Setup
• Staff Logins and Access
• Staff Profile & Google Sync Setup
• Staff Rates
• Staff Records – Main Form

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• Ad-Hoc Reports – Creating A List View
• Ad-Hoc Reports – Filter and Sort Options
• BIRT Designer Setup Steps
• Fiscal Budget Management
• Reports – Ad-Hoc (Overview)
• Reports – BIRT
• Reports – Income
• Reports – Payment History

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• Adding Classifications (Types, Subtypes, Status Codes)
• Adding References to a Matter
• Client Communications
• Copying Form Data
• Creating Email Templates
• Custom Fields
• Customize Mode – Fields
• Customize Mode – Overview

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• Customize Mode – Workflow
• Workflows Overview

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• Accessing HoudiniEsq Remotely
• Backing Up HoudiniEsq (On-Premise)
• Customize Mode – Fields
• Customize Mode – Overview
• Customize Mode – Triggers
• Fiscal Budget Management
• HoudiniEsq 2.0 – Current Version Information
• Managing Access To Data

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• Cannot Open Documents (Disable Pop-up Blocking)
• Change Password (On-Premise)
• Clearing your browser cache
• Google Calendar Support Update
• HoudiniEsq 2.0 – Current Version Information
• HoudiniEsq Connection Port – Update or Change
• HoudiniEsq For Outlook – Connection Issues (Cloud)
• HoudiniEsq On Premise – Slow Performance Due to Memory Related Issues

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• HoudiniEsq Mobile (iOS and Android)

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