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 […]

Matter Member Assignment Utility

The Matter Member Assignment Utility allows you to quickly add or replace Staff on any Matter in HoudiniEsq. Using Staff, Matter Reference or an associated Contact as a filter, you can quickly ensure that any user can access a case’s information. Conversely, you can now easily transfer access of Matter […]

Multitasking in HoudiniEsq

  HoudiniEsq 2.0 build 180 introduces multitasking to the environment via pinned entries. Jumping between projects and tasks has never been easier. Pin important form data to your desktop for easy reference or comparison later. Copy data contained in your forms to your clipboard into a reusable form with just a click. Assessing and working […]

HoudiniEsq Quick Setup (Wizard)

When logging into HoudiniEsq for the first time, the HoudiniEsq Quick Setup will guide you through the initial steps of configuring the application. While this process is mostly self-explanatory, this KnowledgeBase article will provide additional information should you need it to walk through the process. The Quick Setup wizard will only […]