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Case Master Pro vs HoudiniESQ Comparison

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Overview

Case Master Pro is a legal case management solution that helps law firms and debt collectors manage case files and accounting...

The most cost effective way to manage your legal practice from anywhere. HoudiniEsq is one integrated suite of tools that...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet
No screenshots yet

Pricing

Starting from

ic-pricetag

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

ic-pricetag

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

5.0

15

5

4

3

2

1

15

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.1

140

5

4

3

2

1

61

50

18

8

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

Pros

They are personal and extremely helpful with excellent knowledge of the system. They are also quick to adjust features to fit our firms need.
The CMP staff is great about providing tutorials and training if needed, and is receptive to modifying the system to make it more adaptable to your needs, all at an affordable cost.
There are also great reporting tools to help employees/managers know exactly where they are at.

Pros

FANTASTIC client support. Agent is the best support person that I've had the pleasure of getting assistance from across all of the technical systems and software that I've used.
The next best thing is that for lawyers on a shoestring budget it is affordable and secure because it can be run off the cloud. So I give it two thumbs up for price, accessibility and price.
The Quickbooks connector is great and the Evernote integration is also a big plus. After reviewing all our other options, Houdini ESQ seemed like the best and least expensive place to start and grow.

Cons

There is very little I dislike about the system. Any dislikes or difficulties I expressed to the CMP staff about the system have either been modified or are on a list for future updates.
Our entire practice was built around this antiquated software, so I was dreading making the switch.
Lack of automated functions to sync with our bank.

Cons

Sometimes it looses some of my cases especially if someone else has made the case and then appointed it to me. The search field is usually not working.
Lack of a functioning document automation/assembly system and lack of quickbooks integration.
Not so many companies will go the extra mile to save one from themselves especially after having failed to heed their explicit warnings.
  • Vendor responds to reviews
  • Last review11 days ago
  • Vendor responds to reviews
  • Last review3 months ago

Key features

  • Total features84
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Archiving & Retention
  • Asset Accounting
  • Auto-Dialer
  • Automated Notices
  • Automatic Backup
  • Automatic Billing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Borrower Management
  • Built-in Accounting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Callback Scheduling
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Collection Agencies
  • Commission Management
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Credit Card Processing
  • Credit Reporting
  • Cross Ledger Posting
  • Customer Statements
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Email Templates
  • Expense Tracking
  • Fee Calculation & Posting
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • Financial Management
  • Forms Management
  • Full Text Search
  • General Ledger
  • Historical Reporting
  • In-House Collections
  • Invoice Management
  • Legal Case Management
  • Microsoft Outlook Integration
  • Multi-Channel Communication
  • Multi-Currency
  • Multiple User Accounts
  • Offline Access
  • Partial Payments
  • Payment Collection
  • Payment Plans
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Records Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Transaction Management
  • Trust Accounting
  • Version Control
  • Workflow Management
  • Total features27
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Archiving & Retention
  • Asset Accounting
  • Auto-Dialer
  • Automated Notices
  • Automatic Backup
  • Automatic Billing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Borrower Management
  • Built-in Accounting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Callback Scheduling
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Collection Agencies
  • Commission Management
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Credit Card Processing
  • Credit Reporting
  • Cross Ledger Posting
  • Customer Statements
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Email Templates
  • Expense Tracking
  • Fee Calculation & Posting
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • Financial Management
  • Forms Management
  • Full Text Search
  • General Ledger
  • Historical Reporting
  • In-House Collections
  • Invoice Management
  • Legal Case Management
  • Microsoft Outlook Integration
  • Multi-Channel Communication
  • Multi-Currency
  • Multiple User Accounts
  • Offline Access
  • Partial Payments
  • Payment Collection
  • Payment Plans
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Records Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Transaction Management
  • Trust Accounting
  • Version Control
  • Workflow Management

Integrations

  • Total integrations9
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Word
  • NetDocuments
  • OneDrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Xero
  • Zapier
  • Total integrations5
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Word
  • NetDocuments
  • OneDrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Xero
  • Zapier

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

HoudiniESQ logo

HoudiniESQ

Better than some. I still prefer Credenza Software, not supported anymore.

Reviewed 5 years ago

streamlined billing and case management.

Pros

I like the integration into outlook. I also like the fact that documents are automatically spooled into the case mapping.

Cons

I don't like having to individually select events and make them billable. I'd rather be able to mass associate that. Also, I don't like that events calendar on my google calendar after the fact. I would rather they work internally on the software.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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HoudiniESQ logo

HoudiniESQ

working with the Houdiniesq team has been wonderful, they will help you in whatever manner he can

Reviewed 5 years ago

organization

Pros

The manner in which the "Matter" or cases is set up, you can an overview of the entire case with just one click!

Cons

We use the calendar program on a daily basis, however the calendar does not always sync with google calendar

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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HoudiniESQ logo

HoudiniESQ

This software makes our firm work so smoothly since we are mostly not in the same place on a daily

Reviewed 5 years ago

The largest benefit is having the ability to comunicate case info to each other with out beingin the same location all the time.

Pros

The best part of this software is being able to commuincate what we are working on together as a firm but not have to be in the same location. We are striving to be paperless and this software has been

Cons

This software needs to be able to upload larger files to the documents sections. Being that we are a personal injury law firm, it would be more convenient for it to be able to upload large medical records files.

Vendor response

Kristi, thank you of your review. We will relax the upload limit. Currently it is set to 50MB per file. We do understand that files these days are much larger. You can expect this limitation to be increased to 150MB per individual file in an upcoming release. I believe it is in Build 2.0.0.165

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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HoudiniESQ

Simple and Effective

Reviewed 8 years ago

The software works great and learning your way around takes little time. The program is great for tracking case progress and meeting deadlines.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

HoudiniESQ logo

HoudiniESQ

Great Software

Reviewed 6 years ago

HoudiniEsq is a great for case management, document management and billing! Technical support is extremely helpful and greatly assists with making the software tailored for our firm.

Pros

Ease of use - very user friendly.

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

HoudiniESQ logo

HoudiniESQ

Very easy to use and great for managing my case load and process.

Reviewed 5 years ago

Organization and a sense of control over my case load. This software has really changed the way I track and work my files. I absolutely love it!

Pros

The ability to integrate with other programs and software. I am able to seamlessly work across outlook, adobe, and word, which makes document generation and calendaring a cinch. My favorite thing is the template creation and document generation, that has been a game changer.

Cons

Difficult to make changes to fields from the original Houdini version. The customization mode is a little clunky and arduous to use. I cannot print Ad-Hoc reports or my calendar.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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HoudiniESQ

Fantastic for solo practice

Reviewed 8 years ago

I am a solo practitioner and HoudiniESQ allows me to have a great case management and calendar system without having to pay exorbitant monthly or yearly fees.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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HoudiniESQ logo

HoudiniESQ

Practice manager

Reviewed 8 years ago

Good practice management with case calendaring and trust accounting. Learning curve not as steep as expected. Some issues with standalone version relating to Java, but otherwise a good product

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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HoudiniESQ

I have watched grow , making really important improvements.

Reviewed 5 years ago

Complete office management, including file organization and billing.

Pros

Program is based upon the case, as it should be. Support is outstanding. It anticipates what you are looking for. I have not yet sent emails via HoudiniEsq. and am looking forward to using it.

Cons

I wish that phone calls were a separate category of input, instead of added to events. Would like to see preview of docs as I review them. I am still catching up with changes in billing.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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HoudiniESQ

Best Solo Management Tool

Reviewed 11 years ago

HoudiniESQ is by far the most feature rich law practice management tool for solo firms. I am very impressed with the robustness of the application and the ability to maximize billable hours and tracking. I initially installed HoudineESQ because it was a 'free' (for Solo Firms) management tool and I was looking for a system to merge case related information. After a few hours I immediately knew that...

Pros

It allows me to manage my cases from just one application that allows all aspects of the case to be housed under one umbrella. (Emails, document archive, document creation from templates, integration with Microsoft Office, billing & BIRT reports.)

Cons

I would like to be able to 'customize' some of the client communication forms to my liking. (ie Invoice layout, client email notification for RCA.) I would also like to have pre-made BIRT reports and a better billing / collection management module.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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HoudiniESQ

Good Product

Reviewed 8 years ago

Pro - support videos online help you to help yourself. Con - they are from past versions, so some things have changed via updates; you need to pay close attention in some areas. Pro - Everything you need is in one place. Con - not the most user-friendly in the bookkeeping section; you may want to use a different program or have a backup. Pros - Really helpful for starting up your business while keeping costs down; generates professional invoices; just enter your own rates/data and go; customer service is responsive and not overseas.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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HoudiniESQ logo

HoudiniESQ

review of Houdini

Reviewed 8 years ago

this product has streamlined my law office cutting down useless time of searching my computer for documents needed for each case. It was a bit difficult to change my daily habits at first but it is a breeze to use.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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HoudiniESQ

The future of online Legal Practice Management is here!

Reviewed 11 years ago

"The future of legal case management is HoudiniESQ... The HoudiniESQ team understands how case management software is supposed to improve a law firms workflow. What is different about HoudiniESQ is that everything you do is an event. Everything is an event that is billable. Read an email, it gets billed. That's right, as you read your email it gets billed. If you draft a document it automatically gets billed. Schedule an appointment, not only is it automatically billed, click a button when you schedule it and an email is sent telling the client the date and time of the event. I can go on and on. This application is the future of PMS. This is the way to practice.

Pros

Tight integration with Microsoft Office. If I don't have access to my own computer I can still work because HoudiniESQ includes its own integrated tools for Email, document management and assembly, billing , invoicing, contact and matter management.

Cons

None that we care about but it would be nice to have integrated document annotations.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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HoudiniESQ

All Good Things Take Time

Reviewed 8 years ago

We began our journey with HoudiniESQ back in November 2012. It was a little bumpy getting started; we are a small general practice (3 to 4 attorneys) running QuickBooks Pro on a cash basis, and we do a lot of Matrimonial and Family Law that includes NYS Assigned and Attorney for Child cases. We didn't want to run our data in the Cloud so we chose to host on-site (which we were very pleased HoudiniESQ...

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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HoudiniESQ

Second Best Option

Reviewed 8 years ago

In preparation for a disaffiliation with my prior firm, I auditioned several case management systems. This one was the second best - it only lost out to MyCase, which was purely due to design issues and perceived ease of use. If the product had been presented more attractively, I believe my team would've been more impressed with the Ease of Use. Much better pricing options and utilization of on site storage are huge pros to this product.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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HoudiniESQ

Great case management system!

Reviewed 8 years ago

I have been using HoudiniESQ for several months now and I LOVE it! I opened my own firm quickly and needed case management software that had a fast setup and was user friendly. I watched the tutorials and had all of my clients and cases entered in a day and sent my first invoice out at the end of the week! It is very easy to use and has all of the functions that make running your own firm and staying organized easy! I have already recommended the product to several of my attorney friends.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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HoudiniESQ

It's my understanding this product built by architect of much larger yet more stagnate competitor.

Reviewed 5 years ago

Peace of Mind. My information is secure and isn't going anywhere. It is always available to me. I have a very good rapport with my Houdini IT Department.

Pros

Versatility- This product intended for lean and mean firms. You don't need to have a Masters Degree in Computer Science, but it helps if you are somewhat computer savvy. There are features on this program that have been integrated in that even I haven't found time to master... yet (e.g., Quickbooks and Excel). Comprehensive- Lower your IT overhead costs. These people know what they're doing. Your investment here means less investment in some IT guy sitting in a corner twiddling his or her thumbs. When they say 99.9% up-time, they mean it. This is an incredibly powerful time-keeping program, that has a very good overlap with document integration. Customer Service- Usually only the occasional call, but they are ALWAYS there, and can walk you through any issues.

Cons

As with any newer product, there is going to be the inevitable growing pains. My favorite application integration was with the Outlook Add-in for e-mail. This is giving me hiccups at the moment. You are actually partnered with this vendor, so when rep can't figure this out, you have to evolve with the product limitations by creating a work-around (e.g., saving the e-mails manually to the file). I'm also a creature of habit, so I struggle with major platform updates. They are kind enough to leave the old platform running, and aren't demanding their clients evolve overnight. So now I am learning two different platforms.