Hello, and welcome to the HoudiniEsq article on how to set up the Client Portal for short. This feature allows any Contact who is a Related Party to a Matter to access specific Documents, Notes, and Calendar Events for that Matter. If the Contact is also a Client, they can access Invoice information […]
LawPay Integration
LawPay provides credit card processing exclusively for attorneys. LawPay is 100% compliant with IOLTA guidelines and the ABA code of professional conduct. It is critical for attorneys to handle credit card transactions correctly. LawPay ensures complete protection of your client trust accounts, in compliance with both State and ABA guidelines for accounting. […]
HoudiniEsq on YouTube
You can access all of our HoudiniEsq video guide and promotional content at our YouTube channel: http://youtube.com/logicbit/ Stay tuned for additional video guides and feature demonstrations!
Advanced Searching Options
There are many options to search for information in HoudiniEsq, here are a few possible parameters you can use in your searches. These can be utilized in any area of HoudiniEsq: jack jill (basic) – returns anything containing “jack” or “jill” “jack greene” (implicit) – returns “jack greene” only […]
Plugin Installation Issues – User Account Control
Recently we have found that certain users are unable to install the Outlook plugin or the Word plugin, or receive various errors when doing so. The cause of many of these errors seems to be linked to User Account Control settings in Windows. User Account Control (or UAC) restricts certain programs from […]
Global Search
In addition to the powerful regular search functions in each dashboard, HoudiniEsq 2.0 also has the ability to find and filter any text-based file or record by specific criteria using the Global Search. this search has the ability to perform a deep scan of any document in the system, but only if […]
Billing “Quick Add” Option
We at LogicBit believe that our HoudiniEsq should offer a myriad of features when billing your time, which is why we have the Multi-Timer feature as well as the ability to add entries directly in the Calendar as well as directly from the Matter Dashboard. However, you can add a […]
Uninstalling HoudiniEsq
STOP! If you are having issues with HoudiniEsq, uninstalling the program and reinstalling should be your last ditch effort. Doing so will result in data loss unless a backup of the program folder has been made previously. Additionally, many issues can be fixed either through the other articles available in […]
Re-Register An On-Premise Installation
You can force HoudiniEsq to allow a single login so that the product may be re-registered by simply dropping a file named houdini.rereg into a folder. Step 1: Stop the HoudiniEsq service. Step 2: Navigate to the following folder: HoudiniESQ/webapps/houdini/esb/config/keystores on your C: drive under Program Files (or if you are […]
Introduction to Custom Forms
Custom Forms can add an additional layer of data collection and customization to HoudiniEsq. This feature acts as an independent record type which can be associated to any Matter or Contact record. Use Custom Forms to record data about a client’s insurance policies, expert witnesses, medical information, driving records and more, […]