HoudiniEsq Features

HoudiniEsq

Cloud or on-premise legal practice management software

4.13/5 (139 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

Competitor Feature Comparison

API
Accounting Integration
Activity Dashboard
Automated Billing
Automatic Backup
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Portal
Collaborative Workspace
Contact Database
Credit Card Processing
Custom Fields
Customer Database
Customizable Reporting
Customizable Templates
Data Import/Export
Document Automation
Electronic Payments
Email Integration
Email Notifications
Expense Tracking
Invoice Management
Microsoft Outlook Integration
QuickBooks Integration
SSL Security
Secure Data Storage
Task Tracking
Time & Expense Tracking
Timer
Two-Factor Authentication
Workflow Management
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API
Accounting Integration
Activity Dashboard
Automated Billing
Automatic Backup
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Portal
Collaborative Workspace
Contact Database
Credit Card Processing
Custom Fields
Customer Database
Customizable Reporting
Customizable Templates
Data Import/Export
Document Automation
Electronic Payments
Email Integration
Email Notifications
Expense Tracking
Invoice Management
Microsoft Outlook Integration
QuickBooks Integration
SSL Security
Secure Data Storage
Task Tracking
Time & Expense Tracking
Timer
Two-Factor Authentication
Workflow Management
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API
Accounting Integration
Activity Dashboard
Automated Billing
Automatic Backup
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Portal
Collaborative Workspace
Contact Database
Credit Card Processing
Custom Fields
Customer Database
Customizable Reporting
Customizable Templates
Data Import/Export
Document Automation
Electronic Payments
Email Integration
Email Notifications
Expense Tracking
Invoice Management
Microsoft Outlook Integration
QuickBooks Integration
SSL Security
Secure Data Storage
Task Tracking
Time & Expense Tracking
Timer
Two-Factor Authentication
Workflow Management
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HoudiniEsq Feature Reviews

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

Jeff Rifleman

Best Solo Management Tool

2011-08-26

I can now keep my Google calendar (using Outlook and Google Sync) updated from within Houdini (and vice versa), client communication, and documents all in one place.

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
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Antonio Marcaze

The future of online Legal Practice Management is here!

2011-02-28

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.

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
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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
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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
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
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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.

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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
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.

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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
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Ron White

Awesome App! *****

2012-05-30

It has an uncanny ability to streamline our workflow. Everything I need to do is always just a click away.

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
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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
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
Bruce Gilmore

Review of HoudiniESQ

2015-01-14

Integration with a content management system or a scanning and imaging solution while possible via ECF, is a non-starter due to the required manual cloning of documents into IRIS The API while advertised as simple and easy to use appears to not have much if any documentation or reference material to support very simple proof of concept integrations Finally, the reputation of HoudiniESQ on the street is "it's one-man shop".

Rating breakdown

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

A Solid Client Management Program

2017-03-11

HoudiniESQ provides a solid client management program for a great price.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
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.

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DeAnn Farthing

Great case management system!

2015-01-14

I opened my own firm quickly and needed case management software that had a fast setup and was user friendly.

Rating breakdown

Ease of use
Customer support
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
Joanne Leonard

Houdini is a Great Product!

2015-01-14

Houdini has been a great product that provide our firm with a consolidated client database, practice management database, and time and billing software all wrapped up in one program, with the added bonus of being Cloud based.

Rating breakdown

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

Second Best Option

2015-01-14

Much better pricing options and utilization of on site storage are huge pros to this product.

Rating breakdown

Ease of use
Source: Capterra
Helpful?   Yes   No
Read more
Jeffrey Mak

generally acceptable but some report and bill features are not user friendly

2017-12-18

Mostly time entries and reporting; we use a separate billing system.

Pros

The calendar shows work items at a glance which is convenient.

Cons

difficult to generate matter reports showing excel work narratives with time costs; this is important as we need to report to client regularly without billing. The matter number sometimes leaps and has to be manually adjusted each new matter is opened.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from LOGICBit


Thank you for your review Jeffrey.

Re: Matter Numbers jumping. Matter identifiers are customizable under the App settings matter tab. It is odd that you see matter numbers jumping. Technically this would be impossible so we would like to schedule a tech call so we can view your instance while you create a new matter to see what you are seeing.

Matter numbers are assigned once and can not be reused. IF a matter is created then deleted or started and not completed the index is used and the next index is assigned since mater id MUST be kept unique.

Please give us a call toll free. We would love to speak with you about what you are experiencing.

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Jeff Stouse

Does what it does better than the others...

2015-01-14

HoudiniEsq makes it easy to capture and bill time; it allows firms the ability to create and store data on custom forms that provide the firm with the necessary data in order to function efficiently; it is intuitive and continues to add new features that mean something to the user base, and not just something a marketing guy thought would be great to list on a brochure - heck I don't even know if they have a "marketing guy"!

Rating breakdown

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