HoudiniEsq Features

HoudiniEsq

Cloud or on-premise legal practice management software

4.15/5 (138 reviews)

HoudiniEsq Feature Summary

  • Integrated Calendars & Scheduling + Customized calendars
  • Integrated Billing & Invoicing + Integrated QuickBooks
  • Integrated Document Assembly + Integrated MS Word
  • Integrated Document Management + Integrated MS Word
  • Integrated Email + Integrated Outlook (cal,contacts,email)
  • Integrated Trust & Retainer + Integrated QuickBooks
  • One-click Invoicing, One-click document merges
  • Integrated Email & document Templates
  • Web-accessible secure Client Access interface.
  • Integrated Google Gmail & Docs

Legal & Law Feature Comparison

Most popular features of all Legal & Law apps

API (35 other apps)
Activity Dashboard (44 other apps)
Automatic Notifications (28 other apps)
Billing & Invoicing (31 other apps)
Calendar Management (34 other apps)
Case Management (48 other apps)
Contact Management (24 other apps)
Custom Fields (24 other apps)
Customizable Templates (24 other apps)
Data Import/Export (24 other apps)
Document Management (38 other apps)
Document Storage (41 other apps)
Document Templates (28 other apps)
Invoice Management (25 other apps)
Reminders (34 other apps)
Reporting & Statistics (30 other apps)
SSL Security (24 other apps)
Search Functionality (39 other apps)
Third Party Integration (26 other apps)
Workflow Management (28 other apps)

HoudiniEsq Feature Reviews

25 reviewers had the following to say about HoudiniEsq's features:

Jeff Rifleman

Best Solo Management Tool

2011-08-26

Using the downloadable plugins I can now merge Houdini data fields into my own custom documents in Microsoft Office.

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.

Cons

I would also like to have pre-made BIRT reports and a better billing / collection management module.

Source: GetApp
Helpful?   Yes   No
Read more
Ben Gains

A fantastic product ***** 5 Stars

2011-02-28

It supports calendaring, email management, document management, contact management, document assembly, email and document merges and template creation.

Pros

Everything!

Cons

The Outlook plugin supports email, contacts and the calendar but there is no way presently to create email templates in OUtlook.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
Read more
Antonio Marcaze

The future of online Legal Practice Management is here!

2011-02-28

"The future of legal case management is HoudiniESQ...

Pros

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.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
Read more
Michael Hodgson

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

2017-11-06

streamlined billing and case management.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Joanne Leonard

Great Software

2017-01-24

HoudiniEsq is a great for case management, document management and billing!

Pros

Ease of use - very user friendly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

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

2017-11-07

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

Pros

I am able to seamlessly work across outlook, adobe, and word, which makes document generation and calendaring a cinch.

Cons

I cannot print Ad-Hoc reports or my calendar.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
William Burns

Cloud Computing? Houdiniesq is your solution.

2010-11-08

I would recommend this product to anyone wanting to transition to cloud based practice management.

Pros

HoudiniEsq works a bit different than Time Matters in that everything is a billable "event."

Cons

Lack of a functioning document automation/assembly system and lack of quickbooks integration.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from LOGICBit


With the release of HoudiniESQ 1.7 our users have native integration with Microsoft Word, Excel and Outlook. Our team has been working on our Quickbooks link and Document Management and Automation. You can expect the QUickBooks integration to be pretty seamless.

Read more
Jay Johnson

Initial Thoughts on HoudiniESQ

2015-01-14

It handles calendaring, billing, contact management, and other aspects necessary for my practice.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
ABRAHAM KLEINMAN

ABRAHAM KLEINMAN

2010-11-08

HIGHLY RECCOMENDED

Pros

PRACTICE MANAGEMENT WITHOUT THE MANAGEMENT

Cons

DOES NOT YET HAVE ITS OWN WORD PROCESSOR BUT DOES LINK TO MICROSOFT WORD.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from LOGICBit


Although we provide several plugins for many popular products used in the legal profession, many of our clients love the fact that they don't ever have to leave HoudiniESQ to get their work accomplished.

When we architected the software we had one major requirement, you must be able to grab any computer or device with a Internet connection and have the tools you need to get the job done at your fingertips.

This is why we include integrated Document Management with full text search including email, and email attachments, a integrated email client, integrated Google Scholar, integrated billing and invoicing, integrated document and email templates, and so much more.

We think you should never be without your tools that is why we have totally revamped our inline editor and will continue to improve upon it with every new release.

Read more
Bruce Gilmore

Review of HoudiniESQ

2015-01-14

The document storage architecture appears to only offer a single folder approach when storing files and templates.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Arnold White

I have watched grow , making really important improvements.

2017-11-08

Complete office management, including file organization and billing.

Pros

Program is based upon the case, as it should be.

Cons

I am still catching up with changes in billing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Ron White

Awesome App! *****

2012-05-30

It really helps me and my staff stay on top of all our cases. It has an uncanny ability to streamline our workflow.

Pros

So many but the best thing is I can create workflow automations.

Cons

Needs a better mobile app but help is on the way.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
Read more
Henri Spehar

Good value for solo

2015-01-14

Pros: excellent product, excellent integrations. New approach to practice management.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Chase Marshall

Fantastic for solo practice

2015-01-16

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
David Amanullah

Practice manager

2015-01-14

Good practice management with case calendaring and trust accounting.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
RICCI GRACIA

Somewhat user friendly, but can be customized with help from support. Has potential to be great

2017-11-03

Cloud based, easy to use out of the office.

Pros

Templates are easy to use.

Cons

Also, the invoicing feature defies commons sense.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from LOGICBit


Ricci, if you are using version 2.0.0.1 or greater then you should be able to search for anything across all data. That being said, we will look at your firm's logs and get to the bottom of the issue. We will at the very least rebuild your document indexes for you tonight when everyone is logged off. In the meantime, when searching documents you want to use natural language. Since everything is indexed Full words work best when you search because ESQ returns everything on server side but we only return the top 50 hits to the user to reduce bandwidth and increase response times.

Re: Email, we do save every attachment to a email especially when you link that email to a Matter. Not having a image in a email as it was originally sent makes the email incomplete so we save and store everything. That being said we are capable of providing whatever you wish we just ned to know exactly what you expect and we can make it so. Just give us a ring. We would love to fix for you.

Read more
Andrew Hamilton

Great Software with a Few Speed-Bumps

2015-01-14

Also, sometimes my events won't show up in the Dashboard unless I go to another tab and back.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Gennet McKinney

Great Program.

2017-11-16

The is used to maintain time spent on matters and printing invoices.

Pros

Very user friendly. Dashboard is easy accessed and filled with information at a glance.

Cons

Some reports are still not correct.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Paras Desai

Great Software...Great Learning Curve

2017-01-03

There is a steep learning curve, however after some time using the software you will find out how amazing this software can be: Whether Organizing your case Documents; Document automation, or Automated Tasks, this software is very robust.

Pros

It is Robust and Full featured

Cons

Since upgrading to version 2.0 there is not a quick bill button to add billable time immediately.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering HoudiniEsq

Keep on doing good work and add a quick tab to each screen to capture billable time events.

Source: Capterra
Helpful?   Yes   No
Read more
Lauren Middleton

User interface and experience lacking - nuts and bolts are there

2018-06-22

Pros

You can generate bills and track time.

Cons

The user interface is outdated and difficult to navigate at times.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Dustin Owens

Mediocre Software that the Developers Like to Break and Blame on the User

2017-02-07

Many of the search features simply don't work correctly, particularly when trying to search for an invoice.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from LOGICBit


hey Dustin, thank you for the honest review.

We have been hard at work. A new update is coming that I think you will love. We have over 100 fixes and improvements throughout the App including but not limited to billing, boolean and elastic search support (google like queries against all tables and documents), and so much more.

The update will be available Wed March 8th (tomorrow). You don't have to do anything. The system will autoupdate for you.

If you experience any problems please don't hesitate to contact us Toll Free. We would love to hear form you. Especially since we have implemented many of your very own request Dustin.

If you ever experience a serious issue please contact us and ask to speak with Mark or Frank. They will insure your issue gets resolved asap with this new revision 2.0 Build 12.

Thanks again Dustin.

Read more
James Doan

Doan Law Firm - Bankruptcy Attorneys

2010-11-09

Or, I can access my office through my mobile phone with the HoudiniESQ mobile app.

Pros

Links Matters, Contacts, Notes, Emails, and Documents.

Cons

I wish this product was available BEFORE we dumped tens of thousands of dollars into Time Matters and the "leading bankruptcy customization feature package".

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Douglas Flute

Flexible Powerhouse

2015-01-20

Being able to generate the necessary documentation automatically was a real selling point for us.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mark Grantom

Holy Grail of Legal Software for Solos

2012-04-20

I have been using Lexis Nexis TimeMatters / Billing Matters for over 15 years.

Pros

Document Automation, Workflow triggers, INTAKE FORMS completely relational database across all record types.

Cons

Nothing so far!

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
Read more
Scott Peterson

The best there is but not for the entry level user

2015-01-22

Another area we are very pleased with is the ability to create templates that will merge data including custom fields. We can generate one document or several in a single shot.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more