IMPORTANT: Contact Types are simply a way to sort contacts for personal reasons. They have NO bearing on their matter relationships. As such we recommend you define contacts on the Matter Relationship level. Introduction HoudiniESQ does not have a concept…

What is a Related Contact? A Related Contact is a contact record that has some sort of relationship to a Matter. When you add a Contact to a Matter you must specify how the Contact is related to this Matter. For example, although you may have a Contact in…

Search Contacts Search Staff View Staff Members Online Status View Staff Member Tweets Message Staff Memebers Chat with Staff Members Introduction The Roster is where all contacts and staff are listed. The Roster list Contacts, Clients, Associates, Friends,…

You can search contact by email. On Practice Contacts tab, select List, at the top of the search field, enter the email address you want to search and then hit Enter button. All contacts with the matching email address will be returned. For more information…

What is a Contact Type? A Contact Type is nothing more than a classification given a Contact, e.g. Trustee, Attorney, Judge, Friend, etc. What is a Related Contact? A Related Contact is a contact record that has some sort of relationship to a Matter. When…

Appointment Finder The Appointment Finder is a fast, easy way to schedule an appointment for a Contact in HoudiniESQ. It will automatically scan the Events that make up your day for available timeslots. You can access it by clicking the “Schedule Appointment”…

Google Contact Import HoudiniESQ gives you the option to import your Contacts from Google. Simply select the Google Import tab from the Edit Contacts form. Enter information into the following fields: Contact Group to Import – You can specify which Contact…

HoudiniESQ has the ability to capture Lead and Contact information from web forms. The following tutorial demonstrates how to take advantage of this little known feature in HoudiniESQ. For this feature to work you will need 3 things. 1. A web form that your…

You can create a web form for client/contact intake via our Lead Widget easily using Wufoo, a free web form service. First, review our Lead Widget section of the Knowledgebase here for a rundown of how the Lead Widget works for importing Contact information…