Claims & Incident Intake

In this KnowledgeBase article, we will walk through the process of creating a Claims and/or Incident Intake. These are unique types of intakes which will allow you to create a case without outside contact information, and with additional case information unique to a claim or incident report. Creating a New […]

Adding References to a Matter

This feature is used to capture, track and report on records with one or more references that you specify. With this feature, you can add customizable References to any Matter record, such as Citations, Authors, Articles, Sources and more. The possibilities are as limitless as your needs. How To Use […]

Staff Compensation and Reporting

Staff Compensation can be easily tracked and managed in HoudiniEsq, and is designed to help you determine how to adequately compensate your employees for time billed and collected on. Staff Compensation is achieved through Compensation Cost Rates (or CCRs). These rates look at either the Invoice total or Billable Hours (Events billed) […]

Adding SSL Functionality To HoudiniEsq On-Premise

Note: This article is a continuation of the “Accessing HoudiniEsq Remotely” KnowledgeBase entry. Please read this article first to better understand the steps to set up HoudiniEsq On-Premise for remote access. This article will give detailed instructions for setting up SSL with HoudiniEsq On-Premise installations. Please ensure that you have […]

List of Supported Browsers

HoudiniEsq is a modern web-based application and thus, requires a modern browser. Below is a current list of all supported browsers for HoudiniEsq, in order of recommendation: Google Chrome – Version 70.0.3538.77 and above – All platforms Apple Safari – Version 12.0 (13606.2.11) and above – All platforms Mozilla Firefox – Version 63.0 […]

Closing and Opening Matters

HoudiniEsq makes it easy to close Matters at any time you are finished working on them, or re-open an older case you may need to access or continue working on at any time. Cases can be closed for a variety of reasons by any user. However, for security reasons only Admin […]

Tracking Daily Events

HoudiniEsq has multiple ways to easily track your daily schedule within the application. This article will focus on two different views which can give you an easy, printable and accurate way to track your current schedule, one of which exists in the Calendar and the other in the Reports menu. […]

Event Timeline

You will notice that with HoudiniEsq build 2.0.482 and above, an indicator will display in all Matter-based dashboards. This is the Timeline feature, as shown below. The Timeline will also be shown in the Day Sheet report, in Reports. The HoudiniEsq Timeline will give you a visual representation of all Events in […]