The Staff Profile in HoudiniEsq 2.0 is where you can go to change your display name, edit your current information, change your password, set up an email account for use with the program, and also set up Google Calendar and Drive integrations. To access your Staff Profile, click your name […]
Introduction to Data Classifications and Data Capture
All Matter records in HoudiniEsq have three primary classification fields. These fields are Type, Subtype, and Status. Every record in HoudiniEsq must have a Type assigned. A Subtype and Status Code is not required. Each type can have Subtypes and Status Codes but Subtypes and Status Codes cannot exist without […]
HoudiniEsq 2.0 – Current Version Information
Below is the information for the current version of HoudiniEsq 2.0. This information is typically shown when logging into the program after a new build has been deployed. It can be found in the Settings Dashboard portion of the program as well. Build: 2.0.0.600 Date: 11/16/18 – Improved finger tap handling […]
Video – Billing/Invoicing Overview
HoudiniEsq For Outlook – Add-In Installation and Overview
Welcome to an overview of the HoudiniEsq Outlook plugin. You may skip to the following: Note – The HoudiniEsq Office Plugins are for Windows only. ALSO, if you use the Outlook plugin do not use the internal HoudiniEsq email client as well. Having your email sync through the plugin and the HoudiniEsq email client […]
Quickbooks Connector Overview
Welcome to an overview of the HoudiniEsq QuickBooks Connector. The QuickBooks Connector is a “bridge” that allows you to post information from HoudiniEsq to QuickBooks in real time. In this article, we will explain how to install the Connector, set it up in HoudiniEsq, post to it and finally uninstall the Connector […]
Creating Email Templates
We have included the ability to create new Email templates in HoudiniEsq 2.0 as well. The method to do so is in the Send Email trigger action. Please note that you must be an Admin to add templates to the system. To add an email template, first select a Matter […]
HoudiniEsq Mobile (iOS and Android)
Today no other device is as ubiquitous as our mobile phones. We are entertained by them, they are our vital communication link to our world and an essential tool for our business. This article covers HoudiniEsq Law Practice Management for iOS. For Android tap here. HoudinIEsq for iOS runs on any iOS device […]
Trigger Action – Create Notice
In this article, we will detail how to create a Notice record with a trigger action. Notices can be viewed from the Activity Dashboard at any time by clicking “Activity” and selecting “Notice” from the side bar. Typically, notices are sent out from actions in the system such as document uploads […]
Workflows Overview
Workflows in HoudiniEsq 2.0 are a sequence of steps through which tasks pass from initiation to completion. Tasks can be assigned to one or more Staff, and the progress of each Task can be tracked in real time for any Matter which they are assigned. Workflows allow you to use […]