HoudiniESQ 1.5

HoudiniESQ is a Web-based product. read more...

How Event Centric Workflow™ Helps you track and visualize your Staff's time.

Although your data is Matter Centric the Workflow in Houdini is Event Centric. You bill based on task you perform don't you? Well in Houdini Tasks are Events.

Staff Aliases and Tracking Changes

How are Rates managed in HoudiniESQ

How does HoudiniESQ manage billing?

Manage Divisions, Matter Bill Rate Types, Groups, Classification Codes, Staff, Status Codes, Custom Forms, Custom Fields, Logins and Licenses.

Entering Registration information
Entering License information

Workspaces
Spring Menus - Matter, Email, Claendar, Chat, Roster, IRIS™, Billing

Table Controls
Sorting
Resizing Columns
Column Order
Grouping Columns
Filtering

Required Fields
Auto Suggest Fields
Matter Auto Suggest Fields
Contact Auto Suggest Fields
Stop Watch Fields

HoudiniESQ is Web-based. You use your browser to access the application.

Installation notes and manually starting, stopping the Houdini service.

Set Divisions
Set matter Rate Types
Add Staff
Set Matter Rates
Set Event/Task Types
Set Contact Types
Set Matter Types

Houdini can import all data in CSV format. All that is required is a CSV Map file. Currently Houdini ships with TimeMatters, ProLaw, Outlook, Clio, HighRise, and Google CSV Map files.

How to setup Matter Rates

Matter Rates
Event/Task Oeverrides Rates

Adding a New Account
IMAP and POP3
Synchronizion Email

Records
Search Syntax - Advanced
Email and Attachments
Documents
eDiscovery
Google Scholar

Add Contact
Add Phone Numbers
Add Postal Addresses
Add Email Addresses
Custom Fields
Add Classification Codes

Search Contacts
Search Staff
View Staff Members Online Status
View Staff Member Tweets
Message Staff Memebers
Chat with Staff Members

Add a Matter
Add Primary Contact
Add Related Contacts
Custom Fields
Add Matter Members

View Matter Widgets
Position and Resize Matter Widgets
View a Matter's Detail on the Desktop

Search for Matter
View Matters with Events/Task Occuring within Date Range
View Matter Detail

Add a Event
Edit a Event

Add Billable Events
View all Matter Events within Date Range
View Matter Unbilled and Billed Totals

Daily View
Weekly View
Monthly View
Schedule View
List View
Custom View
Dates Ranges
Multiple Calendars
To-Do's
Rescheduling Events/Task

Add an Alert
Alert Acknowledgment

Adding a New Account
IMAP and POP3
Synchronizion Email

Email Dashboard
Creating Email Folders
Linking Email to a Matter
Searching Email

Add Custom Fileds to Event, Contact and Matter Forms

The ELMO Widget is a tickler. You use ELMO to display what is most important to you. For example you may want to view upcoming Matters and To-Dos.

ATTENTION: You must logout in order for your preferences to be saved to your profile.

HoudiniESQ has two APIs. A server API and a client API. Both APIs have the DESC monikar which is a acronym for Declarative Enterprise Services Consumer.

DESCtop API (client API)

DESC API (server API)

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