HoudiniESQ

What Is HoudiniESQ?

Web-accessible - Keep your data in house or in the Cloud. Provides matter, contact, email & doc management. Includes doc assembly, workflow automation, billing & trust, task scheduling, group calendaring, 1 click PDF generation, document & email templates, full-text search including documents, email & email attachments, collaboration tools, customizable fields forms & list. Integrates with Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules & Google.

HoudiniESQ Details

LOGICBit

http://www.HoudiniESQ.com

Founded 2008

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HoudiniESQ pricing overview

HoudiniESQ has a free version and offers a free trial.


Free Version

Yes

Free Trial

Yes

HoudiniESQ deployment and support

Deployment

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

HoudiniESQ Features

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control

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HoudiniESQ Reviews

Read all reviews

Overall rating

4.1/5

Average score

Ease of Use 3.9
Customer Service 4.4
Features 4.1
Value for Money 4.4

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Christopher M.
Litigation Specialist
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 13/11/2017

"Far better than the other management software out there!"

Comments: The ease of having everything in one place that does everything a firm needs. I haven't found anything that our firm needs that Houdini does not already do!

Pros: I love the functionality of Houdini. While some of the features are not the EASIEST to use, the customer support to walk you through it is amazing, and done on the spot. Every issue I've ever had with Houdini has been lack of knowing exactly how it was done. But the program itself is amazing, works exceptionally, and their support is the best I've ever seen!

Cons: Some of the features can be a little confusing at first, but the support staff will immediately demonstrate how to use it. I have not done the free training program, which I'm certain is exceptional -- based on my experience with their staff -- so, a lot of my lack of know-how for certain features is my fault. But, even without the training the software is very easy to use and has amazing features.

  • Reviewer Source 
  • Reviewed on 13/11/2017
Nathan D.
Managing Attorney, Certified Specialist, California State Board of Legal Specialization
Law Practice
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 12/12/2017

"It's my understanding this product built by architect of much larger yet more stagnate competitor."

Comments: Peace of Mind. My information is secure and isn't going anywhere. It is always available to me. I have a very good rapport with my Houdini IT Department.

Pros: Versatility- This product intended for lean and mean firms. You don't need to have a Masters Degree in Computer Science, but it helps if you are somewhat computer savvy. There are features on this program that have been integrated in that even I haven't found time to master... yet (e.g., Quickbooks and Excel).
Comprehensive- Lower your IT overhead costs. These people know what they're doing. Your investment here means less investment in some IT guy sitting in a corner twiddling his or her thumbs. When they say 99.9% up-time, they mean it. This is an incredibly powerful time-keeping program, that has a very good overlap with document integration.
Customer Service- Usually only the occasional call, but they are ALWAYS there, and can walk you through any issues.

Cons: As with any newer product, there is going to be the inevitable growing pains. My favorite application integration was with the Outlook Add-in for e-mail. This is giving me hiccups at the moment. You are actually partnered with this vendor, so when rep can't figure this out, you have to evolve with the product limitations by creating a work-around (e.g., saving the e-mails manually to the file). I'm also a creature of habit, so I struggle with major platform updates. They are kind enough to leave the old platform running, and aren't demanding their clients evolve overnight. So now I am learning two different platforms.

  • Reviewer Source 
  • Reviewed on 12/12/2017
Dustin O.
  • Overall Rating
    2 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    2 /5
  • Customer Support
    1 /5
  • Value for Money
    2 /5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 7/02/2017

"Mediocre Software that the Developers Like to Break and Blame on the User"

Comments: Generally speaking, the software offers everything you want in a practice management software. It does trust accounting, billing, general practice management, calendaring, e-mailing, and task management. However, every single one of these features is clunky and slow. The database constantly breaks and you lose information by clearing your cache and refreshing your page. The database will, occasionally delete or lose entries on its own but when you call tech support they blame you for it. Randomly, during updates, the developers decide that you should have been doing something (billing, trust accounting, etc.) their way and change the software to force you to do it that way in the future. Often, this breaks all of the entries that you put into the system in the past. For example, if a client had a carry over credit balance from a small overpayment; houdiniesq now doesn't use that in calculating the client's current balance. Many of the search features simply don't work correctly, particularly when trying to search for an invoice. You used to be able to print invoices when you generated them. Now, you have to go search for the invoices, after it is generated and on a search platform that doesn't operate properly, and then print them adding an entirely wasteful extra step to billing. Really, this software is a complete headache. The developers don't own up to these problems or offer solutions. They often don't answer the support phone line and seem to work limited hours. The price is on the lower end, although better companies are now competitive price-wise. The only reason I still have this software is because I don't have the time to move all of my data over to new software.

Vendor Response

by LOGICBit on 7/03/2017

hey Dustin, thank you for the honest review.

We have been hard at work. A new update is coming that I think you will love. We have over 100 fixes and improvements throughout the App including but not limited to billing, boolean and elastic search support (google like queries against all tables and documents), and so much more.

The update will be available Wed March 8th (tomorrow). You don't have to do anything. The system will autoupdate for you.

If you experience any problems please don't hesitate to contact us Toll Free. We would love to hear form you. Especially since we have implemented many of your very own request Dustin.

If you ever experience a serious issue please contact us and ask to speak with Mark or Frank. They will insure your issue gets resolved asap with this new revision 2.0 Build 12.

Thanks again Dustin.

  • Reviewer Source 
  • Reviewed on 7/02/2017
Kelly M.
Legal Assistant
Law Practice, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    3 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 8/03/2017

"Houdini 2.0 is a vast improvement over prior versions"

Comments: We unexpectedly updated to Houdini 2.0 so the difference was quite a shock, but we have found it to be much more user friendly than previous versions. The response time is also much faster when adding notes, contacts, events, and matters. We are only on day 3 here with version 2.0 but the ease of use is biggest improvement we could have asked Houdini for. Also, the customer service has been absolutely amazing. Since we had no warning of the upgrade from our system administrator, we were caught on our heels on a busy Monday morning; however, every time we called for help, which we did multiple times over the course of the day, we were given outstanding service and attention. I wish I could rate the customer support higher than 5 stars.

Pros: I'm not sure yet. So far, the speed is by far the best improvement. Version 1.9 would stall or take a long time to access contacts, events, and matters. So far, we have not experienced these delays with version 2.0.

Cons: It's difficult to multitask. If I am trying to schedule an event on the calendar and another phone call comes in, I cannot open anything else in Houdini without first finishing the event I was working on. In previous versions, we could leave the window open, take care of the incoming phone call, and then finish the event on the calendar. We also miss being able to access the contact record on the event to find the client's phone number from the calendar. This was especially important for confirming the appointments for the next day.

Vendor Response

by LOGICBit on 11/03/2017

Kelly, thank you for your review. BY now you should have been updated to 2.0 build 12.

In Build 12 we now include event, matter and contact details when you hover over an appointment on the calendar.

We will fix the issue with Monday being the first day of the week. This si a bug. It seems to be stuck in euro display mode.

Build 12 has over 100 fixes and enhancements throughout the App. We hope your experience with this build helps you be more productive and helps you provide superior service to all your clients.

  • Reviewer Source 
  • Reviewed on 8/03/2017
Taras K.
Owner/Attorney
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    Unrated
  • Customer Support
    4 /5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 14/01/2015

"HoudiniESQ: A promising case management program"

Comments: Overall, I am very satisfied with HoudiniESQ. I have used the one-account free version to manage the cases for my budding law firm for several months now. The program is relatively straight-forward. Many of the program's parameters can be readily customized, which I appreciate. Also, it can upgraded to accommodate my growing legal practice. Customer service is generally pretty on-point when it comes resolving occasional issues. Plus, the price can't be beat! For a sole-proprietor like me, the fact that the program is offered free of charge for a one-seat account, was a big selling point when I was opening up my law firm. However, as with any case management program, there are a few drawbacks to HoudiniESQ that I would like to see corrected. For instance, some minor cleanup may be necessary when it comes to invoices. Presently, I have to limit the length of each task that I enter into HoudiniESQ for any given client because, if the task description is on the longer side, it will be cut off on my invoice, with a "..." appearing at the end. I wish that the program could simply carry over the rest of the task description to the line below. Also, there is another invoicing issue. More specifically, if a decide to not charge a client for a task, but still want to have the task appear on the invoice as a "no charge," I have to remember not to open up the task again after I put "0" for the charge about b/c, if I do, HoudiniESQ will automatically refill the charge amount per the going rate for the task, effectively overriding my override. Left unnoticed, this issue can cause MAJOR issues b/c the error tends to spill over to future invoices. Another issue that needs to be addressed has to do with calendaring. I regularly use Google Calendar for organization. But, almost immediately after syncing my HoudiniESQ with my Google Calendar, I had to turn off syncing. The problem was that syncing made all of my case tasks appear on my Google Calendar, regardless of whether the task was an upcoming hearing reminder or a notation that I received and read a letter from an opposing attorney. In effect, my Google Calendar became heavily cluttered, showing tasks that have no reason to be on my calendar. In short, I would like more control over the calendar syncing option and invoicing. I trust that these issues can be fixed in future updates. But, all-in-all, I am very happy with this program and I think that it shows great promise. Thank you, and keep up the good work!

  • Reviewer Source 
  • Reviewed on 14/01/2015