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HoudiniEsq
Feature
SlideshowNext -
Matter ManagementManage everything having to do with a Matter or Case
from a single application dashboard. Everything from
related parties, notes, task, events, time, custom
forms, documents, account balances, trust ledgers,
and assigned staff.Next -
Workflow AutomationAutomate your firm's workflow by defining automated
task that are triggered when a staff member performs
an action. Generate documents (Word or PDF), send,
emails, notify staff, calendar events, create alerts,
autofill fields, and so much more. The customizable
Workflow in HoudiniEsq enforces a firm's best practices
and automates repetitive task. No other product on
the market is as comprehensive as HoudiniEsq. Show meNext -
Document Assembly
& AutomationThe integrated document management system is
designed to streamline workflow and seamlessly
integrates with MS Word and Google Drive.
Automatically generate one or more documents
based on user input. When you link to a Matter,
your docs, e-mail, and email attachments are full
text indexed for you. Bullet fast full text search
is just a click away.Next -
Email ManagementThe email client displays your email as it was intended
by the sender. When linking an email to a Matter your
email is full text indexed including its attachments.
Emails and attachments appear immediately under the
Matter's email tab. HoudiniEsq also seamlessly
integrates with MS Outlook, where you can manage your
firm's email, contacts and calendar. Google calendar
is also fully supported.Next -
Manage your dayManage everything on your plate for the day from
the integrated Getting-Things-Done dashboard. You
can monitor upcoming events, things to do, review
items that others require your input on, and view
any critical alerts. Make sure everything that
needs to get done - gets done - by removing items
as you complete them. You can even bill as you review
each item.Next -
Group Calendaring
& SchedulingPowerful group calendaring and scheduling. No limit
to the number of calendars you can create. View your
calendars any way you like - list, weekly, monthly,
daily, schedule, or custom. All staff can view the
entire firm's calendars. Filter calendars by staff,
group, event type, matter, etc. Rescheduling events
is easy, just drag-n-drop. Google calendar and
Outlook sync is fully supported.Next -
Client Access
& Custom IntakesYou can provide your clients and any related
contacts (co-counsel, trustees. codefendants,
etc) with secure access to matter related
information. Your clients can now view staff
generated important notices, view a case's
progress, important dates, view invoices,
and view documents. You can even allow your
clients to upload documents directly to their
matter where staff are instantly notified.Next
Comprehensive
A comprehensive suite of tools to maximize productivity, improve communication, and streamline workflow.
Feature rich
Manage clients, matters, email, documents, task, todos, notes, time, invoices, fees, expenses, trust, staff, and so much more. Expand your practice geographically while maintaining your data centrally.
Seamless Integration
Integrates with Outlook, Word, Excel, QuickBooks, Google Calendar, Google Drive, CalendarRules.com, SoftFile.com, and the US Postal Service.
Customizable and extensible
Customize tables, forms, and fields. Fields can be added by type, sub-type, status code, and custom attributes, or any combination thereof. Eliminate repetitive error prone task while improving staff productivity with our exclusive Workflow Automation features.
I have "captured" so much billable time since implementing HoudiniEsq.
William P. Burns Jr Esq
Some of HoudiniEsq features are far ahead of any other system currently available.
Seth Roland - TechoLawyer Peer Review