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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
Pricing
Starting from
No pricing info
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
No pricing info
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
Pros
Cons
Cons
Anthony D.
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
Michael H.
Law Practice, 1-10 employees
Used daily for less than 6 months
Review source
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HoudiniESQ
Better than some. I still prefer Credenza Software, not supported anymore.
streamlined billing and case management.
I like the integration into outlook. I also like the fact that documents are automatically spooled into the case mapping.
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.
Patricia S.
Law Practice, 1-10 employees
Used daily for less than 6 months
Review source
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HoudiniESQ
working with the Houdiniesq team has been wonderful, they will help you in whatever manner he can
organization
The manner in which the "Matter" or cases is set up, you can an overview of the entire case with just one click!
We use the calendar program on a daily basis, however the calendar does not always sync with google calendar
Kristi M.
Law Practice, 1-10 employees
Used daily for less than 6 months
Review source
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HoudiniESQ
This software makes our firm work so smoothly since we are mostly not in the same place on a daily
The largest benefit is having the ability to comunicate case info to each other with out beingin the same location all the time.
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
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.
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
Rob A.
Review source
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The software works great and learning your way around takes little time. The program is great for tracking case progress and meeting deadlines.
No pros were added to this review
No cons were added to this review
Joanne L.
Law Practice, 1-10 employees
Used daily for 2+ years
Review source
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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.
Ease of use - very user friendly.
No cons were added to this review
Anonymous Reviewer
Verified reviewer
Restaurants,
Used daily for 1-2 years
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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!
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.
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.
Chase M.
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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.
No pros were added to this review
No cons were added to this review
David A.
Review source
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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
No pros were added to this review
No cons were added to this review
Arnold W.
Law Practice, self-employed
Used daily for 2+ years
Review source
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Complete office management, including file organization and billing.
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.
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.
Jeff R.
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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...
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.)
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.
Angel B.
Review source
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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.
No pros were added to this review
No cons were added to this review
Kristin B.
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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.
No pros were added to this review
No cons were added to this review
Antonio M.
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"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.
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.
None that we care about but it would be nice to have integrated document annotations.
Elizabeth G.
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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...
No pros were added to this review
No cons were added to this review
Timothy S.
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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.
No pros were added to this review
No cons were added to this review
DeAnn F.
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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.
No pros were added to this review
No cons were added to this review
Nathan D.
Verified reviewer
Law Practice,
Used daily for 2+ years
Review source
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HoudiniESQ
It's my understanding this product built by architect of much larger yet more stagnate competitor.
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.
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.
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.
Paras D.
Review source