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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

Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5.0

5

4

3

2

1

11

0

0

0

0

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

5

4

3

2

1

61

49

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

It is easy to use and helps make our firm run smoothly. I am a paralegal here at the firm and for me, Houdini is wonderful because it helps me keep the attorneys on track.
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 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.
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 review4 months ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features89
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Agency Management
  • Archiving & Retention
  • Asset Accounting
  • Auto-Dialer
  • Automated Notices
  • Automatic Backup
  • Automatic Billing
  • Batch Processing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Callback Scheduling
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Collections Management
  • Commission Management
  • Completion Tracking
  • Compliance Management
  • Conflict Management
  • Consolidation/Roll-Up
  • 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 Imaging
  • 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
  • Gantt/Timeline View
  • General Ledger
  • Historical Reporting
  • In-House Collections
  • Invoice Management
  • Issue Management
  • Legal Case Management
  • Member Accounts
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Multi-Channel Communication
  • Multi-Currency
  • Multiple User Accounts
  • Offline Access
  • Partial Payments
  • Payment Plans
  • Portfolio Management
  • Project Management
  • Project Tracking
  • Proposal Generation
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Records Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Resource Management
  • SSL Security
  • Scheduling
  • 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 features36
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Agency Management
  • Archiving & Retention
  • Asset Accounting
  • Auto-Dialer
  • Automated Notices
  • Automatic Backup
  • Automatic Billing
  • Batch Processing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Callback Scheduling
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Collections Management
  • Commission Management
  • Completion Tracking
  • Compliance Management
  • Conflict Management
  • Consolidation/Roll-Up
  • 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 Imaging
  • 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
  • Gantt/Timeline View
  • General Ledger
  • Historical Reporting
  • In-House Collections
  • Invoice Management
  • Issue Management
  • Legal Case Management
  • Member Accounts
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Multi-Channel Communication
  • Multi-Currency
  • Multiple User Accounts
  • Offline Access
  • Partial Payments
  • Payment Plans
  • Portfolio Management
  • Project Management
  • Project Tracking
  • Proposal Generation
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Records Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Resource Management
  • SSL Security
  • Scheduling
  • 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 integrations7
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SharePoint
  • Xero
  • Zapier
  • Total integrations5
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SharePoint
  • Xero
  • Zapier