Law Practice Management Software

Installation Details

HoudiniEsq The Legal Matter, Claims and Complaint Management Software of Choice

This is a on-premise install only. For our Cloud option click here. This is not Freeware or Open Source software. HoudiniEsq is licensed software.

Solo Practitioners If you are a solo practitioner you may download and use HoudiniEsq (on-premise) and our support and training services for free perpetually. No fine print. No hoops to jump through. No data or record size restrictions. Just download and register. A Solo license is a single user login using the product. You may purchase a practice license (multi-seat) at any time if you need to add additional users. No need to download any additional software, just purchase the licenses you need when you need it. A few advanced features are disabled in a Solo license. Chat, adding Triggers, and adding Forms, otherwise the product is identical to our Cloud offering.

Installation This is Enterprise Class software. You only need to install it on a single machine that will act as the host. The product runs on just about every operating system. HoudiniEsq is installed as a service, it is not an end-user program. There is no App you click to login. You and your staff will use a Web Browser of your choice to interact with the product. Chrome, IE 8+, Edge, Safari, and Firefox are supported.

Hardware You do not need an expensive server. Any computer you can pick up from BestBuy for $300-$400 will do nicely. Keep in mind that all your data, emails, attachments, and documents will be stored on this device so a large hard drive (500GB+) is very important. 4GB or more of memory is also suggested. 

IMPORTANT If you are a solo practitioner (no other staff will be using HoudiniEsq) installing HoudiniEsq onto your personal computer or laptop is fine. If you are NOT a Solo Practitioner, have staff and a HoudiniEsq Practice (multi-seat) or Elite license and you plan on using an existing machine to host HoudiniEsq it is best practice to install a fresh operating system on the device or wipe it completely clean prior to installation. The host machine should be dedicated to hosting HoudiniEsq and securing your data, nothing more. If you want to connect to your instance of HoudiniEsq remotely via an iPad or your cell phone when on the go, working from home, a courtroom, or from any PC outside your local network, then you should install HoudiniEsq onto a standalone PC in your office, not your personal laptop. Think 24/7 access.

Reading is fundamental Everything has a tooltip so hover your mouse over anything you have a question about, especially over icons. Support is free so don’t be shy.

Remote Access Secure remote access will require a static IP address which you can obtain from your Internet Service Provider, a Domain Name, and a 256bit SSL Certificate to secure the connection from a man in the middle attack (best practice) or forgo all the hassles and sign-up for a secure Cloud account and start today. With a Cloud account, we manage everything for you including tiers of backups, security, hardware, and software updates and you always have secure 24/7 access from just about anywhere in the world. 

It is best practice to secure the host machine. This includes performing routine daily backups and using Anti-virus software. We suggest American made Anti-virus software. DO NOT USE products developed outside the USA such as *McAfee*Norton, or *KasperskyWe suggest and trust PC Matic for Windows users. Remember, you will be storing your organization’s most critical information on this device, therefore, the host machine should have limited access to staff, external apps and devices, local and external networks, and generally the outside world. Your firm’s data security starts and stops with you. Follow best practices.

Law Practice Management Software

HoudiniEsq 2.0.0.760 July 2019
The Legal Matter Management Software of Choice


Full Install

HoudiniEsq Full Install
This is the most recent version of the product.
Follow the installer's directions. Please choose the defaults for a quick painless install.

On-premise default login info just in case:
You may change password after install under Config.Staff
Firm houdini
Email admin@esq.com
Password entered during installation
Windows 7.0 +
Download HoudiniEsq
Note Although you will be using a Web Browser to interact with the product you are not going over the internet when connecting locally. All your data resides on the HoudiniEsq host computer regardless if you access HoudiniEsq locally or remotely. You will find more information here

Updates

HoudiniEsq Latest Update
This is the most recent version of the product.

NOTICE 32bit Windows users You must have a OS that is 64bit. Most modern operating systems are 64bit. If your instance of HoudiniEsq is installed under /Program Files(x86)/ then HoudiniEsq was installed as 32bit application. Upgrading to 64bit HoudiniEsq is easy. Here is how.

   1. Shutdown the HoudiniEsq service on the host machine.
   2. Move/drag (do not copy) the HoudiniEsq folder from /Program Files(x86)/ to /Program Files/
   3. Download this update and run it.
HoudiniEsq 1.9 users You must have HoudiniEsq 1.9.9.3 or greater to upgrade from 1.9 to 2.0. Please verify that the login screen of your current instance does, in fact, reflect this version or above before proceeding with a free upgrade. Once you upgrade you will no longer have access to the 1.9 Flash interface. The new interface is intuitive and similar and supports Chrome, Windows Edge, IE 8+, Safari, and FireFox browsers.

Utilities

HoudiniEsq Service Repair Utilities
The HoudiniEsq update listed above will also fix any service related issues you may have.

These utilities reinstall the HoudiniEsq Service. Your data is unaffected.
On rare occasions a Windows or OSX operating system update may remove the HoudiniEsq service.

32bit Windows users See notice under updates above before proceeding.

HoudiniEsq Host Manager Utilities
These utilies can be found in the HoudiniEsq install folder.

These utilities configure the HoudiniEsq service memory footprint on the host machine.
Drop these Apps on the HoudiniEsq host machine to quickly configure, start, and stop HoudiniEsq.

32bit Windows users See notice under updates above before proceeding.

LogExpert.exe Utility
This utility is useful for monitoring the HoudiniEsq logs on Windows.

Similar to the Unix tail -f command and OSX's Console. The view is updated in real time as the log is being written to by HoudiniEsq. This eliminates the need to continuously reload a log file to see what was added to it as HoudiniEsq executes.

How to use To monitor the HoudiniEsq log download and run this application and point it to any file located in c:\Program Files\HoudiniESQ\logs\ folder, for example houdiniesq-stdout.log

Plugins

HoudiniEsq Plugins
Work in the native applications you are already familiar with.

These plugins are FREE and tightly integrate with HoudiniEsq

OutlookWordExcelWordPerfectAcrobatQuickBooksCalendar RulesSoftFileGoogleB.I.R.TUS Post OfficeLaw Pay • and more
Most of our integrations are native and managed directly from within HoudiniEsq. The plugins below are required to be installed locally.
The follwoing plugins are only for the Windows platform but work just as well with Parallels on Mac OSX.

Coral WordPerfect

Work on matter related documents in Word. Track and bill for your time while working in Word effortlessly.

  • Data merges
  • Bill for your time
  • Document management

This plugin does not work on Mac OSX.
WordPerfect does not support the ODT format.

Step by Step Instructions

Step 1: If you installed the add-in before, you must uninstall it first.
To uninstall, from Control Panel, Add/Remove Programs, Look for HoudiniESQForWord, click Remove.
Step 2: Exit Word completely
Step 3: Download and run installer

Windows 7.0 + 
Download WordPerfect Plugin


Windows Outlook

This plugin allows you to manage email, contacts, and your calendar from within Outlook and HoudiniEsq seamlessly and bidirectionally. 

  • Email
  • Contacts
  • Calendar
  • Events

Bill for composing or reading matter related email. Link matter related correspondence to matters with a click. Emails are placed into Matter folders in Outlook for you automatically. Emails and email attachments are automatically full text indexed in HoudiniEsq. Linked emails appear in the associated matter’s email and docs tabs in HoudiniEsq.

Windows 7.0 + 
Download Outlook Plugin


Adobe Acrobat

Work on matter related documents in Acrobat. Track and bill for your time while working on PDF files effortlessly.

  • Bill for your time
  • Document management

Windows 7.0 + 
Download Acrobat Plugin

Windows Word

Work on matter related documents in Word. Track and bill for your time while working in Word effortlessly.

  • Templates
  • Data merges
  • Bill for your time
  • Document management

This plugin does not work with Word on Mac OSX.

Step by Step Instructions

Step 1: If you installed the add-in before, you must uninstall it first. To uninstall, from Control Panel, Add/Remove Programs, Look for HoudiniESQForWord, click Remove.
Step 2: Exit Word completely
Step 3: Download and run installer

Windows 7.0 + 
Download Word Plugin


Intuit Quickbooks

This connector allows you to post to QuickBooks seamlessly from the HoudiniEsq.

  • client details
  • invoices
  • payments
  • credits
  • expenses
  • trust deposits
  • trust withdrawals
  • trust earned

No duplicate data entry and no importing or exporting. If item descriptions or clients don’t exist in QuickBooks, HoudiniEsq will create them for you.

Windows 7.0 + 
Download Quickbooks Plugin


Windows Excel

Work on matter related documents in Word. Track and bill for your time while working in Word effortlessly.

  • Bill for your time
  • Document management

Windows 7.0 + 
Download Excel Plugin


Plugin Utilities
If you get an error message when installing one of the MS Plugins e.g. Outlook, Word, etc., this utility will install the required MS libs. Install this utility and restart the plugin installation.


May be required for some older versions of Windows
Law Practice Management Software

Mobile

Best thing to hit practice management
The way HoudiniEsq runs on the iPad is phenomenal. I would say the price of the iPad is justified even if you just use it for the HoudiniEsq App. It will pay for itself. I walk into court with just my iPad now.
William Burns Esq Bartlett Burns LLC