HoudiniESQ

Comentários: HoudiniESQ is by far the most feature rich law practice management tool for solo firms. I am very impressed with the robustness of the application and the ability to maximize billable hours and tracking. I initially installed HoudineESQ because it was a 'free' (for Solo Firms) management tool and I was looking for a system to merge case related information. After a few hours I immediately knew that this was a keeper. Setup was incredibly simple and I can access Houdini on any internet connected computer, tablet or smart phone. I can now keep my Google calendar (using Outlook and Google Sync) updated from within Houdini (and vice versa), client communication, and documents all in one place. Using the downloadable plugins I can now merge Houdini data fields into my own custom documents in Microsoft Office. (Huge time saver!) Also, Houdini provides a way to keep clients updated using Remote Client Access (RCA) that allows the client to login to Houdini and review their case.

Vantagens: It allows me to manage my cases from just one application that allows all aspects of the case to be housed under one umbrella. (Emails, document archive, document creation from templates, integration with Microsoft Office, billing & BIRT reports.)

Desvantagens: I would like to be able to 'customize' some of the client communication forms to my liking. (ie Invoice layout, client email notification for RCA.) I would also like to have pre-made BIRT reports and a better billing / collection management module.

Comentários: "The future of legal case management is HoudiniESQ... The HoudiniESQ team understands how case management software is supposed to improve a law firms workflow. What is different about HoudiniESQ is that everything you do is an event. Everything is an event that is billable. Read an email, it gets billed. That's right, as you read your email it gets billed. If you draft a document it automatically gets billed. Schedule an appointment, not only is it automatically billed, click a button when you schedule it and an email is sent telling the client the date and time of the event. I can go on and on. This application is the future of PMS. This is the way to practice.

Vantagens: Tight integration with Microsoft Office. If I don't have access to my own computer I can still work because HoudiniESQ includes its own integrated tools for Email, document management and assembly, billing , invoicing, contact and matter management.

Desvantagens: None that we care about but it would be nice to have integrated document annotations.

Comentários: I am an advanced legal software consumer. I have been using Lexis Nexis TimeMatters / Billing Matters for over 15 years. Ever since Lexis Nexis began their policy of charging a "reinstatement fee" to their loyal users that had dropped off the annual maintenace plan, I have been looking for a replacement LPM solution. This is it! It has all of TimeMatters features and a whole lot more! And the best thing of all, it is FREE for solos like myself. I am seriously considering paying the $792 to have ALL of my TimeMatters data imported over to this platform, but for now I'm just moving over the current years data. So instead of paying Lexis Nexis $2,100 in reinstatement fees for a 3 user setup (I don't use 2 of the users) I can still save over $2,000 that I can spend on other necesities.

Vantagens: Document Automation, Workflow triggers, INTAKE FORMS completely relational database across all record types.

Desvantagens: Nothing so far!

Comentários: The product is simply amazing. I often forget that I'm using a web browser. The product has rich easy to use features and the support is top notch. The product acts and feels like a desktop application. HoudiniESQ seamlessly integrates with Microsoft Office an Quickbooks. It supports calendaring, email management, document management, contact management, document assembly, email and document merges and template creation. Trust accounting, billing and invoicing. I can't list all the features. It does what 30K legal practice managements systems at a fraction of the cost.

Vantagens: Everything!

Desvantagens: The Outlook plugin supports email, contacts and the calendar but there is no way presently to create email templates in OUtlook. You must use the Houdini interface to create your email templates.

Comentários: I love this app. It really helps me and my staff stay on top of all our cases. It has an uncanny ability to streamline our workflow. Everything I need to do is always just a click away. If its a more complex task I can create a automated workflow that completes the task for me.

Vantagens: So many but the best thing is I can create workflow automations. No other Cloud based App can do that and many of the old school desktop Legal Practice Management Apps can't.

Desvantagens: Needs a better mobile app but help is on the way. The new mobile interface in beta is really good and works on my key devices such as the iPad, Android phone, my PC at the office and my Mac at home