Key Dates Key Dates are a new feature in HoudiniESQ 1.8.7. In our experience working with firms, we have found that most of them will require several different customized Date fields to specify important dates to a Matter, such as when a case is going to…

Contact Types Although there can be any number of Contact types defined in the system, there are 4 primary contact types in Houdini ESQ that will be used by DFEH: a. Complainant : an individual that has filed a complaint with DFEH. This is also considered…

Related Parties In Houdini ESQ a contact type is used to group contacts into logical collections as described above “Contact Types”. The Contact Type of the Contact record DOES NOT indicate the relationship the Contact has to any a Matter/Case/Complaint…

Workflow Overview The California Department of Fair Employment and Housing (DFEH) has selected Houdini ESQ, a commercially available off-the-shelf cloud based product to replace their aging Case Management Information System, On-line Appointment system and…