HoudiniEsq is a good fit for firms who want in-house email built into their practice management software. It’s also great for document management and assembly. However, it’s probably not a good fit for firms looking for full accounting features, aside from billing and invoicing.
More About Houdini
HoudiniEsq is a practice management software program you can deploy on a desktop or through the cloud. It has many practical features necessary to run your small practice successfully. First of all, you can access your email fully via setting up POP3 or IMAP ports, as opposed to some software programs that only allow you to copy emails over to case files. You also have the option of connecting your email account via plugins if you use Outlook as your primary email provider. The HoudiniEsq matter dashboard lets you see case details at a glance. Browse through client files, see recent emails and notes, manage your to-dos and stay on top of upcoming events for specific cases. HoudiniEsq’s invoicing and billing feature lets you send invoices, check client balances, keep track of expenses, manage trust fees, and more. Since you can’t process payments directly in the software, you’ll have to post payments when they come in to manage your accounts successfully. Their calendar functions like you would expect and also allows you to set up text message reminders for all meetings and events. Document assembly and customizable templates help create a unique workflow for firms who need flexibility. You can also integrate plug-ins such as Google Drive, Google Calendar, Evernote, Adobe Acrobat, Outlook, and Dropbox to fit your specific firm needs.
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HoudiniEsq was founded in 2009 and is headquartered in the United States.