Integration mit LawPay, Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Kalender-/Court-Regeln, WordPerfect und Google.
Price; customer support; fairly easy to add new matters and add time to events. I like that is is fairly compatible with Quickbooks.
I really had to scratch my head to identify any faults or weaknesses in Houdini.
Nutzerbewertungen filtern (140)
Far better than the other management software out there!
Kommentare: The ease of having everything in one place that does everything a firm needs. I haven't found anything that our firm needs that Houdini does not already do!
I love the functionality of Houdini. While some of the features are not the EASIEST to use, the customer support to walk you through it is amazing, and done on the spot. Every issue I've ever had with Houdini has been lack of knowing exactly how it was done. But the program itself is amazing, works exceptionally, and their support is the best I've ever seen!
Some of the features can be a little confusing at first, but the support staff will immediately demonstrate how to use it. I have not done the free training program, which I'm certain is exceptional -- based on my experience with their staff -- so, a lot of my lack of know-how for certain features is my fault. But, even without the training the software is very easy to use and has amazing features.
HoudiniESQ has an extensive feature set, but the documentation is poor
Kommentare: I have used HoudiniESQ for over seven years. The product absolutely works, contrary to what another reviewer said. The challenge is that HoudiniESQ is designed with the very large office in mind, for example, 5,000+ seats. It assumes that the user will have high-end tech support in-house. I guess I am able to use HoudiniESQ successfully largely because decades ago I coded my own law practice management software, and have at least minimal understanding of what must be "under the hood." For that reason, I would only recommend HoudiniESQ to a very large organization that can truly take advantage of the extensive, advanced features or a solo with a coding background.
HoudiniESQ is free to solo practitioners, so the price is fantastic. The price for even a few seats, however, is also less than other products I have investigated, so HoudiniESQ offers great value for the extensive feature set. Secondly, it always works. Third, when I have a problem, I often get immediate attention from support, and it never takes long for a response by someone who truly knows what he is talking about. Advanced features include: calendaring triggers with conditional branching, user-programmable multi-practice group set-ups, fast searching, contract management support, mass emailing, support for atypical billing arrangements, client portal support, and embedded links with many types of other software.
The areas needed for improvement are too broad to discuss here. The product lost some functionality that I was relying on when it moved from version 1.99x to 2.0x and later. I continue to be surprised by what I consider to be poor programing/feature choices made in the transition to a different coding platform. I feel I kinda limp along with version 2.0x after using 1.99x (even though at least 2 excellent improvements were included in 2.0x – better searching and user coding control over invoices). I found the business tracking portal in 2.0x unusable, while the information provided in 1.99x was rudimentary but useful. Cons for all versions: no useful report for trust accounting, very limited functionality for integrating trust transactions in invoicing, paltry scripting language for creating documents from templates, and inadequate documentation that is typically out of date with the current version.
Mediocre Software that the Developers Like to Break and Blame on the User
Kommentare: Generally speaking, the software offers everything you want in a practice management software. It does trust accounting, billing, general practice management, calendaring, e-mailing, and task management. However, every single one of these features is clunky and slow. The database constantly breaks and you lose information by clearing your cache and refreshing your page. The database will, occasionally delete or lose entries on its own but when you call tech support they blame you for it. Randomly, during updates, the developers decide that you should have been doing something (billing, trust accounting, etc.) their way and change the software to force you to do it that way in the future. Often, this breaks all of the entries that you put into the system in the past. For example, if a client had a carry over credit balance from a small overpayment; houdiniesq now doesn't use that in calculating the client's current balance. Many of the search features simply don't work correctly, particularly when trying to search for an invoice. You used to be able to print invoices when you generated them. Now, you have to go search for the invoices, after it is generated and on a search platform that doesn't operate properly, and then print them adding an entirely wasteful extra step to billing. Really, this software is a complete headache. The developers don't own up to these problems or offer solutions. They often don't answer the support phone line and seem to work limited hours. The price is on the lower end, although better companies are now competitive price-wise. The only reason I still have this software is because I don't have the time to move all of my data over to new software.
Antwort von LOGICBit
vor 5 Jahren
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.
Houdini 2.0 is a vast improvement over prior versions
Kommentare: We unexpectedly updated to Houdini 2.0 so the difference was quite a shock, but we have found it to be much more user friendly than previous versions. The response time is also much faster when adding notes, contacts, events, and matters. We are only on day 3 here with version 2.0 but the ease of use is biggest improvement we could have asked Houdini for. Also, the customer service has been absolutely amazing. Since we had no warning of the upgrade from our system administrator, we were caught on our heels on a busy Monday morning; however, every time we called for help, which we did multiple times over the course of the day, we were given outstanding service and attention. I wish I could rate the customer support higher than 5 stars.
I'm not sure yet. So far, the speed is by far the best improvement. Version 1.9 would stall or take a long time to access contacts, events, and matters. So far, we have not experienced these delays with version 2.0.
It's difficult to multitask. If I am trying to schedule an event on the calendar and another phone call comes in, I cannot open anything else in Houdini without first finishing the event I was working on. In previous versions, we could leave the window open, take care of the incoming phone call, and then finish the event on the calendar. We also miss being able to access the contact record on the event to find the client's phone number from the calendar. This was especially important for confirming the appointments for the next day.
Antwort von LOGICBit
vor 5 Jahren
Kelly, thank you for your review. BY now you should have been updated to 2.0 build 12. In Build 12 we now include event, matter and contact details when you hover over an appointment on the calendar. We will fix the issue with Monday being the first day of the week. This si a bug. It seems to be stuck in euro display mode. Build 12 has over 100 fixes and enhancements throughout the App. We hope your experience with this build helps you be more productive and helps you provide superior service to all your clients.
It's my understanding this product built by architect of much larger yet more stagnate competitor.
Kommentare: 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.
HoudiniESQ: A promising case management program
Kommentare: Overall, I am very satisfied with HoudiniESQ. I have used the one-account free version to manage the cases for my budding law firm for several months now. The program is relatively straight-forward. Many of the program's parameters can be readily customized, which I appreciate. Also, it can upgraded to accommodate my growing legal practice. Customer service is generally pretty on-point when it comes resolving occasional issues. Plus, the price can't be beat! For a sole-proprietor like me, the fact that the program is offered free of charge for a one-seat account, was a big selling point when I was opening up my law firm. However, as with any case management program, there are a few drawbacks to HoudiniESQ that I would like to see corrected. For instance, some minor cleanup may be necessary when it comes to invoices. Presently, I have to limit the length of each task that I enter into HoudiniESQ for any given client because, if the task description is on the longer side, it will be cut off on my invoice, with a "..." appearing at the end. I wish that the program could simply carry over the rest of the task description to the line below. Also, there is another invoicing issue. More specifically, if a decide to not charge a client for a task, but still want to have the task appear on the invoice as a "no charge," I have to remember not to open up the task again after I put "0" for the charge about b/c, if I do, HoudiniESQ will automatically refill the charge amount per the going rate for the task, effectively overriding my override. Left unnoticed, this issue can cause MAJOR issues b/c the error tends to spill over to future invoices. Another issue that needs to be addressed has to do with calendaring. I regularly use Google Calendar for organization. But, almost immediately after syncing my HoudiniESQ with my Google Calendar, I had to turn off syncing. The problem was that syncing made all of my case tasks appear on my Google Calendar, regardless of whether the task was an upcoming hearing reminder or a notation that I received and read a letter from an opposing attorney. In effect, my Google Calendar became heavily cluttered, showing tasks that have no reason to be on my calendar. In short, I would like more control over the calendar syncing option and invoicing. I trust that these issues can be fixed in future updates. But, all-in-all, I am very happy with this program and I think that it shows great promise. Thank you, and keep up the good work!
Review of HoudiniESQ
Kommentare: Pros: Platform independent and on-premise and cloud options. Features and included plugins Cloud services integration Browser interface. Scalable licensing. Multiple supported back-end database choices. Opportunity to architect legitimate HA and DR solutions. Cons: Adobe Flash as a front end is somewhat of a non sequitur. My experience with support has been measured in days. I've had to send follow up emails after no response for 3+ days to hopefully keep a support request alive. I'm currently on day 9 waiting for a response. I don't necessarily expect a solution, but I do expect a response; especially after multiple follow up emails. I've done some testing with "short codes" but the product feels a bit reliant on the mouse to navigate the interface and input data. The document storage architecture appears to only offer a single folder approach when storing files and templates. A nested physical folder structure is preferred and common in firms. Logical folders by matter, case type and doc type would be an advantage when dealing with many templates and files. This might also exclude the need to manually (re)assign and maintain the metadata assignments of all documents via the gui interface. Finally, the doc management approach requires full commitment to document access and management through the user interface and the provided plugins. 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". Overall Impression: My overall impression of the product is good. I like the platform and the enterprise approach. The coverage of specific and general needs of many different law firms is impressive. Integrations are there for targeted solutions like Google,Dropbox,Evernote but integrations outside of those select few seem dependent upon the development pipeline. The full commitment required to IRIS with little to no opportunity to bring enterprise doc management/workflow automation to the solution is a little unnerving. Generally speaking the feel of the platform is constrained primarily by the UI and doc management.
Great value for time tracking program
Price; customer support; fairly easy to add new matters and add time to events. I like that is is fairly compatible with Quickbooks.
The stopwatch feature. You have to manually add time to an event and then unclick and click on "bill" to update the fees. You should have the option for the stopwatch time to automatically add to the open event and update the fees accordingly. The old version did this well.
Antwort von LOGICBit
vor 5 Jahren
Hi, Thank you for your review. You make an excellent point about the Stopwatch feature. We will correct the current behavior to function as it once did. Release 220.127.116.11 will have this feature corrected. This version will also include a Intake button on the desktop which opens a wizard to quickly add a Contact and Matter. Less clicking.
Affordable, customize-able, multifaceted client management software
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. He consistently goes above and beyond to make sure that whatever crazy customization that I want can happen.
A very superficial "con" but I don't like the aesthetic of the site. It looks outdated. The navigation could use some improvement.
Very easy to use and great for managing my case load and process.
Kommentare: 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.
Houdini Esq is smooth, powerful, flexible, logical and secure. I couldn't ask for anything more.
Kommentare: Houdini makes my life easier and my practice more productive and profitable.
I have been practicing law for almost a quarter century. I started with Houdini many, many years ago, when the project was still teething (I switched from Abacus). I can confidently say that even in infancy Houdini and its combination of logic, power and flexibility were head and shoulders above any other package on the market, many costing three times more. Since then, the management and development teams had nurtured and evolved this software into an awesome powerhouse with intuitive, user-friendly features, and absolutely unique capabilities, which other packages sorely lack. Magic has universal appeal, and Houdini is equally well suited for solo practitioners, who appreciate its instinctive simplicity, and multinational law firms, who take advantage of its infinite customization and industrial-strength features. I can wholeheartedly recommend Houdini to any law firm regardless of its size or practice areas.
I really had to scratch my head to identify any faults or weaknesses in Houdini. Still scratching .....
The best there is but not for the entry level user
Kommentare: Cons: HoudiniEsq has learning curve. This is not a terrible thing when all things are considered. The product is feature rich. It does a lot of things and does them very well but getting setup does take time. Since every organization has its own way of doing things it would be difficult to have a system that is customized to a particular preference out of the box. I think if there was a way to add custom fields or change labels directly on the forms instead of a admin panel it would really make the setup more intuitive. Pros: HoudiniEsq really shines when it comes to collecting data. You can customize the product. Fields can be added to Matters, Contacts and Events. You can have fields placed by the record's type, subtype and or status code. Fields only appear if they apply. This unclutters the screens. I love the fact that we can place fields based on a status code. As a case moves from one phase to another, new fields appear and the others are hidden. A huge benefit is the ability to create custom forms. Forms are child records of a matter. This enables us to collect a lot of very specific but repetitive information like injuries for each party without having to see hundreds of fields on screen. Each form neatly collects and displays this information. It deserves a mention that you can change practically any label in the system as well. 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. We like the ability to use these templates with the workflow automation feature to generate supporting docs automatically. The workflow automation feature isn't limited to docs. You can calendar events, send email, reminders and notifications. HoudiniEsq is worth a serious look. I would not suggest this product to a Solo although according to the HoudiniEsq LinkedIn group solos are very happy with it. HoudiniEsq isn't an entry level product like My Case or Clio. Simplicity isn't its mainstay it is the ability to handle the complex that sets it apart. If you wouldn't use Pro Law then you probably shouldn't consider HoudiniEsq. I'm not saying Solos should stay away, the solos who do use HoudiniEsq seem to be the enterprising upstarts who are growing their businesses quickly. Currently not for Solos, a con only if you need an entry level product. I give HoudiniEsq 5 stars overall because it really can do remarkable things.
Does what it does better than the others...
Kommentare: (Full disclosure: I am an INDEPENDENT legal practice management consultant who chooses which products I want to work with... and a HoudiniEsq consultant - among others.) HoudiniEsq is one of a few legal practice management products that actually gets it: it will do a lot of end-user concepts (custom forms, triggers, document management/generation) better than any other legal practice management product. It also does a lot of the administration concepts (true relational database; updates that work and don't force you to roll back because they don't install properly, flexibility to run in almost any environment) very well too. 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"! Mobility is probably it's strongest point: it can be accessed by a phone/tablet/laptop, and an iPhone app is in the works (currently it's biggest end-user request.) The list of what it doesn't do is a small list: besides the above-mentioned iPhone app, electronic billing is probably at the top. It continues to grow its list of end-user features, often because the developer listens to the requests that come directly from its users. And the price: FREE for solos? You cannot beat that deal. Add more users and pay more, but you are still paying for a product that works, and every time they make a product release the response from the user base is "Yes!" and not "So what? Does this stuff actually work?" Want to write a check and not deal with updates, backups and server updates - go with the SaaS version and pay monthly. If you still prefer the idea of your data residing on your servers in your office, then go with the On-premise version. Not all practice management programs offer both options. While not perfect (no software is), it ranks at the top of my list when clients look for legal practice management software.
Great Software with a Few Speed-Bumps
Kommentare: I have used Houdini Esq on the Mac for several months now as a solo practitioner. I use it primarily for case management and invoicing. The great thing about this software is that the interface just makes sense, and it is feature rich and comprehensive. I have case and event management, document templates, and trust management and invoicing all in one place. In other words, I don't have to switch between multiple programs to get the job done, which is something I love, and it isn't hard to pick up . . . once you get it going. That's the speed bump. First, my set-up is probably not conventional. I have a single laptop, with a main user account, and a secondary user account that I use for my law practice. When I first installed Houdini, if I started my computer, logged into my law practice user account, and tried to open Houdini, in any web browser, I would get an error saying that the local host was not found. I finally discovered that I would first have to start up the file "HoudiniESQ_start" to fix this error. Additionally, I don't think that this install is doing the automatic backups as advertised, but I use Time Machine, so I'm not too worried. Second, I wish that there was more control over invoices. I would like to be able to list the start and stop times for events, the option to include tasks that are not billed, and include my logo at top. However, the controls for these are limited-to-nonexistant. Finally, there are some strange quirks with the interface. For example, sometimes I can't get menus to close unless I close the whole window containing the menu. Also, sometimes my events won't show up in the Dashboard unless I go to another tab and back. If they made a shift away from the browser-based interface, I would not complain at all. These are my main complaints, and none of them are deal breakers for me, especially when otherwise you are getting a comprehensive, easy to use software that should be enough for any legal professional. If you are on a Mac, it is just about the only real locally-based client management software worth considering.
Review of Houdini ESQ
Kommentare: As a bookkeeper in a law firm, Houdini ESQ presents some challenges. The program is very user friendly overall, except for certain bookkeeping limitations. It is easy to teach, and the learning curve is small. There is no way to generate a true prebill, an invoice in invoice format prior to finalizing all information for invoicing. The prebill screen does not print the matter name, or balances due, or trust balances. If an invoice is generated to be used for reviewing prior to finalizing, it is necessary to delete that invoice, make any needed changes, then regenerate the invoice - a cumbersome, time-consuming process. If edits are made to events on a printed prebill (one of our partners prefers to review his invoices on paper and have me make the changes), it is necessary to "find" the event and make the edit in the system. If multiple events are to be edited, as often occurs, each time I save the changed event, the screen flips back to the top and I have "find" the next event for editing, rather than being able to continue chronologically forward to make all necessary changes. Either keeping the screen at the event just changed and being able to go forward chronologically, or being able to search by date/time, would make this process much easier. The Houdini generated statement of account lists every invoice, payment, and all charges ever generated for the client's matters. Our office prefers to generate statements indicating only the prior open balance, if it was paid when the payment was applied, and only for matters with activity during the prior 60-90 days. We have to generate a manual statement in order to limit the amount of information provided to the clients. When payment is received in a lump sum with more than one open invoice, Houdini does not automatically apply the payment back to the prior open invoices -- this has to be done manually, again a time-consuming, cumbersome task. We are happy with the program and its learnability. We'd just like some fine tuning to be done. Thanks for the opportunity to share.
It's been worth sticking with.
The price. The power and flexibility. The ability to integrate. Continuous improvement. These guys are constantly working to make a better product. The support staff. I was a bit cranky with the way the whole flash problem went down, but I get the impression that was a significant stressor for Houdini, as well. They seem to have worked hard to overcome that, and since then have continued to provide "on the spot," "out of their way," profoundly dedicated service. The cons:
The learning curve is significant. Houdini is anything but plug and play. It takes significant time to get comfortable with the various modules, which are not always, and especially not at first, intuitive. Integration ability generally limited to microsoft products. Would love to see the ability to integrate with something like libre office and Mozilla's Thunderbird (not sure if the coding time is worth it for Huodini, but I would love it.) Buggy - weird things happen from time to time, like already added events or contacts "disappearing" from a matter. They tend to reappear after one (or a few) restarts, or after a patch, but they keep me in constant fear of losing some important data. The way ledgers work could be much smoother. I hate having to generate a bill to give a discount, and then having to produce a statement to reflect the discount, and then give the client two sheets of paper with an explanatory letter because without an explanation it won't make much sense to the client. It can be even more painful when generating the statement brings up every matter I have handled for a client that is still open, even though I only want to provide 1 bill for one matter at the time. Overall, I stick with Houdini because it provides what I need, appears powerful enough to provide what I will require as I grow, and, most importantly, because it is constantly improving. Houdini appears genuinely interested in what its users want and is continually working to provide just that. Once a person gets over the learning curve, Houdini is hard to beat.
7 Years Since Dumping Time Matters for HoudiniEsq
Kommentare: It's been seven years since we made the switch from Time Matters to HoudiniEsq, and we're not looking back. HoudiniEsq has provided us with an easy to use system to manage our law practice. I recommend HoudiniEsq to my colleagues regardless of the size of your firm or practice area. I don't have time to try to figure out complex systems that require vendor technicians to get me going. I needed something that was user-friendly and intuitive, and found both in HoudiniEsq. Thanks the support staff at HoudiniESQ for making our lives a little easier. In today's fast-paced legal enviroment where time management and billing are so critical, it's a relief to know that HoudiniESQ is on the ball with cutting technology to make my life simpler.
The support staff is a stallion.
Some reporting features can be improved.
Integrates with so many different programs
easy to navigate and user-friendly
Very easy to customize and add specific categories, types, color customize a calendar, etc.
Runs in the background - keep it open all day long w/o slowing down computer and other programs
Creating and sending invoices is incredibly simple.
Trust Account, Billables, and Accounts Receivable is always available so it's easy to keep track of money.
Individual client ledgers makes accounting for each client's expenses, fees, payments, and trust easy to track and very clear and understandable.
Keeps everything up to date daily, instead of just at end of month.
Ability to link to matters from integrated programs allows maximum billing and the process is quick and painless
Support is great - can read articles and topics on any issue related to the program and telephone support is great. cons:
Requires patience at first until you understand how the program thinks and operates.
Every now and then there is some small glitch that requires me to visit the support page or make a phone call.
Have had to install approx. 2 updates in past year - I guess it's a good thing they update the product, but taking the time to install the update is somewhat annoying. Overall:
Great product that includes everything you'd need to manage your practice, all in one place. Can create memos while on phone, while the timer is on - takes the burden out of billing time because you're using it throughout the day as you work. Has increased income through ability to "capture" time by linking events, e-mails, documents to matters. For me, it somewhat takes away the panic at the end of the day I used to feel when trying to recall and write down everything I'd done that day. Now, it is all recorded for me as I work throughout the day and contributes hugely to overall organization.
Adequate but not amazing
Kommentare: It just isn't as "clean" as some other programs that I've used. Again, it serves it's purpose but it's nothing to write home about.
Inexpensive cloud option. Minimal technical skill required. Good integration with Outlook, though the plugins often had issues.
Difficult user interface, it seems disorganized and not very intuitive. It's difficult to switch from one area of a file to another area (ie documents to billing and back to contacts). The web URL is complicated so if you don't have it bookmarked you're screwed.
Kommentare: the office is better organized and everyone is aware of what is happening from one moment to the next throughout the day. It is great to be able to have all the information so easily accessible.
easy to read, easy to search for information , like the way you can color code appointments and alert each other for deadlines
I don't like that you cannot multitask, it doesn't allow you to change the alerts, they have to be deleted first, I miss being able to see the day along with the dates when setting appointments
Cloud Computing? Houdiniesq is your solution.
Kommentare: I would recommend this product to anyone wanting to transition to cloud based practice management.
HoudiniEsq has the best and most responsive technical support I have ever encountered with any program or platform. HoudiniEsq works entirely inside of your browser so you can access it anywhere you have an Internet connection. For us smaller guys that mean no exchange server costs or problems with syncing. Also, Houdini is optimized for mobile phone browsers such as the iPhone. HoudiniEsq works a bit different than Time Matters in that everything is a billable "event." Even on your calendar you can view all calls, to do's, drafting ... anything you want can be viewed on your calendar or removed from view with the click of a button. Only want to see appointments with clients and court dates on the calendar, no problem, just a click away. The calendaring is powerful and different than any other calendaring program I have encountered or tested. It does take a bit of time to get used to, but when you do, it results in amazing control of your schedule and your matters.
Lack of a functioning document automation/assembly system and lack of quickbooks integration.
Antwort von LOGICBit
vor 12 Jahren
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.
I have watched grow , making really important improvements.
Kommentare: 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.
It has been a revolution in organising my workflow and easily producing itemised invoices.
The degree of customisation that can be applied. it is designed for US based lawyers but i work in the UK in the specialised area of commecial rent review dispute resolution. I was able to customise the software to cater for my specialist needs and to generate invoices in UK pounds.
Bespoke customisation is time consuming, but once it is done, it's done. Once you have a basic framework set up, adding categories is very easy.
Kommentare: The is used to maintain time spent on matters and printing invoices.
Very user friendly. Dashboard is easy accessed and filled with information at a glance. Time entry is easy as well as client/matter setup.
Some reports are still not correct. Technical support not always helpful. Accounts Receivable Aging report is a mess. Most of the time I cannot use this report. Program does not calculate interest charge on outstanding balances.
Very good overall experience.
The software is very reliable and fairly easy to learn. Video tutorials are very helpful. Customer service is excellent! Calls made to customer service are either answered right away or returned timely.
Our firm has had issues with searching. Would like to see cases in a "list" format, with more than 50 showing at once. Also, we have had an issue with printing an invoice from inside the "Matter". If the "print" is not chosen quick enough the program will print another matter's invoice. Note, these issues may just be settings and not a true problem with the software.