HoudiniEsq Client Portal
Share what you want with whom you want when you want.
HoudiniEsq in the Cloud provides you and your firm with a secure client portal. Your clients can view their matters and associated Notes, Docs, Notices, Events, and Invoices with ease.
You can fine tune what is visible to whom easily from the Contact’s record with just a click or two. You get to decide what is shared in a fine grained manner on a per user basis. Right down to a collection of matters or just a single case file. You can even optionally set an expiration date on a per user basis, specify the types of docs, notes etc the client can view and more.
Get Paid Fast
HoudiniEsq’s Client Portal includes a Pay Now feature that integrates with your LawPay account. Clients can view and pay invoices with ease.
You can even design an intake form that is accessible by those using the client portal making it easy for existing clients to initiate a new matter or case file with your firm securely and intuitively.
The HoudiniEsq Client Portal saves you and your firm money and time since you no longer need to provide staff for initial intake task or answer the phones and email constantly just to update your client on their cases status and progress. In edition, data is typically more accurate when the client can enter the info themselves. Nothing gets lost in translation.