Introduction Welcome to HoudiniEsq! Below you will find the steps you should take before you begin entering data, OR you can watch the billing setup video here.. Once you have installed the application, if you are using Windows XP/Vista/7 click the Start…

Staff Rates are directly related to a Matter Rate Type (MRT). Every Matter must have a MRT defined e.g. Discount, Base, Premium. You specify your Matter Rate Types under the settings ribbon in the organization settings dashboard. When you create a Event and…

The Main Menu The Main Menu is made up of 4 ribbons. Practice, Billing, Reports, and Settings. Each Ribbon is made up of Menu Groups. Each Menu Group is clearly labeled, Matters, Events | Task, etc.. Above the label are the Menu Items. In the image above…

Navigating The System Logging In The first thing you will need to do to begin using HoudiniESQ is log into the system. Once you enter the URL of the DFEH HoudiniEsq server into your browser's Address bar, you will be greeted by the login screen. Enter your…

Creating Your First Matter In HoudiniEsq Now that we've gotten our bearings in the program it's time to create our first Matter, or case, in the system. First, click the New button under the "Matter" section of the "Practice" ribbon in the menu bar. This…