HoudiniEsq

HoudiniEsq

We set the Bar for Online Legal Practice Management™

4.2/5 (138 reviews)

HoudiniEsq Overview

Houdini Esq is smooth, powerful, flexible, logical and secure. I couldn't ask for anything more.
I have been practicing law for almost a quarter century. I started with Houdini many, many years ago, when the project was still teething (I switched from Abacus). I can confidently say that even in infancy Houdini and its combination of logic, power and flexibility were head and shoulders above any other package on the market, many costing three times more. Since then, the management and development teams had nurtured and evolved this software into an awesome powerhouse with intuitive, user-friendly features, and absolutely unique capabilities, which other packages sorely lack. Magic has universal appeal, and Houdini is equally well suited for solo practitioners, who appreciate its instinctive simplicity, and multinational law firms, who take advantage of its infinite customization and industrial-strength features. I can wholeheartedly recommend Houdini to any law firm regardless of its size or practice areas.
- Alexander Gilburg Esq - Gilburg Law

"If you want control over your data, HoudiniEsq is your game. HoudiniEsq has transformed not only my practice but the way I think about work flow. HoudiniEsq is the most customizable, intuitive, easy to use and enjoyable PMS application on the market. I have a general practice with a focus on family law and men's rights. My practice has recently expanded to include an associate and a paralegal; managing the work flow in a busy practice was becoming a huge problem. I handle, like most, an extraordinary amount of email and phone calls.

I have "captured" so much billable time since implementing HoudiniEsq. What is different about HoudiniEsq is that everything you do is an event. Everything, everything you do, 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. This application is the future of PMS. This is the way to practice.

The simple fact of life is that I am not in front of my desktop 100 percent of the time. I am on the move. I need a PMS that moves with me. Houdiniesq moves with me, whether it is via my iPhone, laptop or any readily available computer. The solution had to be a secure web-based PMS. No matter where I am, I have full access to all my cases, files, contacts, every thing. Long gone are the days of syncing my laptop with the "host" database in the afternoon and then again the next morning. Now I don't even have to bring my laptop into the office.

Features: Take one look at the YouTube video on introduction to custom forms. You will experience what HoudiniEsq terms 4D custom fields. It is unbelievable. You can pull up a matter and be able to tell in an instant anything you need to know about the file.

Support: "Flawless!" Call HoudiniEsq support if you have a problem, and you you speak to a software engineer with years of experience, someone who understands your problem. Have a unique problem, not a problem with Houdiniesq? Tell them what you need and it is there. In fact, they are so responsive to customer requests, often what you need is already in the works and available the next day. Houdiniesq can pretty much do anything you request."

* William P. Burns JR Esq

"We use the SaaS version of Houdini, and for the first time in about eight years, I'm not constantly peeking over the horizon to find the next new PM software that will come closer to working the way I do. If you want something that matches the way you WORK, I think Houdini shows more promise than anything else you can find."

* David Allen Hiersekorn Esq

"In a nutshell, this product is "brilliant!" The features are intuitive and easy to use. I can customize it myself with ease and simplicity. If I have a question, the customer service is outstanding. The future is finally here. The future is HoudiniEsq"

* Jim Doan Esq - Senior Partner

Thanks to HoudiniESQ, I've been able to escape all of these headaches and get the features I need -- and I really can't ask for more than that.

* Brian D. Byrnes Esq

"Practice management without the management"

* ABRAHAM KLEINMAN Esq

"I think overall the HoudiniESQ folks just get it."

* Cynthia Burnaro

Pricing

Starting from
US$64,00
Pricing options
Free Trial
Free
One Time License
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, Europe, India and 4 others, Latin America, Middle-East and Africa, United Kingdom, United States

Supported Languages

English

HoudiniEsq Reviews

Overall rating
4.2/5
80% positive reviews
61
Excellent
49
Very good
18
Average
8
Poor
2
Terrible
Nathan D.

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

Used Daily for 2+ years
Reviewed on 2017/12/12
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Kelly M.

Houdini 2.0 is a vast improvement over prior versions

Used Daily for 2+ years
Reviewed on 2017/03/08
Review Source: Capterra

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.

Response from LOGICBit

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Alexander G.

Houdini Esq is smooth, powerful, flexible, logical and secure. I couldn't ask for anything more.

Used Daily for 2+ years
Reviewed on 2017/11/06
Review Source: Capterra

Houdini makes my life easier and my practice more productive and profitable.

Pros

I have been practicing law for almost a quarter century. I started with Houdini many, many years ago, when the project was still teething (I switched from Abacus). I can confidently say that even in infancy Houdini and its combination of logic, power and flexibility were head and shoulders above any other package on the market, many costing three times more. Since then, the management and development teams had nurtured and evolved this software into an awesome powerhouse with intuitive, user-friendly features, and absolutely unique capabilities, which other packages sorely lack.

Magic has universal appeal, and Houdini is equally well suited for solo practitioners, who appreciate its instinctive simplicity, and multinational law firms, who take advantage of its infinite customization and industrial-strength features. I can wholeheartedly recommend Houdini to any law firm regardless of its size or practice areas.

Cons

I really had to scratch my head to identify any faults or weaknesses in Houdini. Still scratching .....

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Taras K.

HoudiniESQ: A promising case management program

Reviewed on 2015/01/14
Review Source: Capterra

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!

Rating breakdown

Ease of Use
Customer Support

Scott P.

The best there is but not for the entry level user

Reviewed on 2015/01/22
Review Source: Capterra

Cons: HoudiniEsq has learning curve. This is not a terrible thing when all things are considered. The product is feature rich. It does a lot of things and does them very well but getting setup does take time. Since every organization has its own way of doing things it would be difficult to have a system that is customized to a particular preference out of the box. I think if there was a way to add custom fields or change labels directly on the forms instead of a admin panel it would really make the setup more intuitive.

Pros: HoudiniEsq really shines when it comes to collecting data. You can customize the product. Fields can be added to Matters, Contacts and Events. You can have fields placed by the record's type, subtype and or status code. Fields only appear if they apply. This unclutters the screens. I love the fact that we can place fields based on a status code. As a case moves from one phase to another, new fields appear and the others are hidden.

A huge benefit is the ability to create custom forms. Forms are child records of a matter. This enables us to collect a lot of very specific but repetitive information like injuries for each party without having to see hundreds of fields on screen. Each form neatly collects and displays this information. It deserves a mention that you can change practically any label in the system as well.

Another area we are very pleased with is the ability to create templates that will merge data including custom fields. We can generate one document or several in a single shot. We like the ability to use these templates with the workflow automation feature to generate supporting docs automatically. The workflow automation feature isn't limited to docs. You can calendar events, send email, reminders and notifications.

HoudiniEsq is worth a serious look. I would not suggest this product to a Solo although according to the HoudiniEsq LinkedIn group solos are very happy with it. HoudiniEsq isn't an entry level product like My Case or Clio. Simplicity isn't its mainstay it is the ability to handle the complex that sets it apart. If you wouldn't use Pro Law then you probably shouldn't consider HoudiniEsq. I'm not saying Solos should stay away, the solos who do use HoudiniEsq seem to be the enterprising upstarts who are growing their businesses quickly.

Currently not for Solos, a con only if you need an entry level product. I give HoudiniEsq 5 stars overall because it really can do remarkable things.

Rating breakdown

Ease of Use
Customer Support

HoudiniEsq Pricing

Starting from
US$64,00
Pricing options
Free Trial
Free
One Time License
Subscription
Value for money

100% turnkey and FREE for Solo practitioners

SaaS just $64 a month (your data resides in our data center)

On-Premise $240 a year (your data resides within your firm's walls)

Free support and all upgrades included.

The most comprehensive web-accessible Legal Practice Management product available.

HoudiniEsq Features

  • API
  • Automatic Reminders
  • Billing & Invoicing
  • Case Management
  • Document Assembly
  • Document Templates
  • Invoice Management

  • Activity Dashboard
  • Automatic Notifications
  • Calendar Management
  • Contact Management
  • Custom Fields
  • Data Import/Export
  • Document Management
  • Document Storage
  • Reporting & Statistics
  • SSL Security
  • Search Functionality
  • Third Party Integration
  • Workflow Management

Additional information for HoudiniEsq

Key features of HoudiniEsq

  • Integrated Billing & Invoicing + Integrated QuickBooks
  • Integrated Calendars & Scheduling + Customized calendars
  • Integrated Document Assembly + Integrated MS Word
  • Integrated Document Management + Integrated MS Word
  • Integrated Email & document Templates
  • Integrated Email + Integrated Outlook (cal,contacts,email)
  • Integrated Google Gmail & Docs
  • Integrated Trust & Retainer + Integrated QuickBooks
  • One-click Invoicing, One-click document merges
  • Web-accessible secure Client Access interface.

Benefits

Multiple Division and Satellite Office support * Call Center Support * Trust Accounting * Retainer Management * Time Tracking * Billing * Invoicing * Task Assignments * Email Management * Case Management * Contact Management * Document Management * Document assembly * Integrated Collaboration Tools * Integrated Research Tools * Data Merge Document Templates * Data Merge Email Templates * MS Word Document templates * Ad-hoc Reports * Client Access * Group Calendaring * Customizable Date Calculator * Fixed Fee Groups * Retaining Worksheets * Appointment Slot Finder * Full Text Search of Documents, Email and Email Attachments * Customizable Forms and List * Ad-hoc Reports * Live Documents * Quickbooks integration and much more.

HoudiniEsq FAQs

Below are some frequently asked questions for HoudiniEsq.

Q. What type of pricing plans does HoudiniEsq offer?

HoudiniEsq offers the following pricing plans:

Starting from: US$64,00

Pricing model: Free, One Time License, Subscription

Free Trial: Available

100% turnkey and FREE for Solo practitioners

SaaS just $64 a month (your data resides in our data center)

On-Premise $240 a year (your data resides within your firm's walls)

Free support and all upgrades included.

The most comprehensive web-accessible Legal Practice Management product available.

Q. What are the main features of HoudiniEsq?

HoudiniEsq offers the following features:

  • Integrated Billing & Invoicing + Integrated QuickBooks
  • Integrated Calendars & Scheduling + Customized calendars
  • Integrated Document Assembly + Integrated MS Word
  • Integrated Document Management + Integrated MS Word
  • Integrated Email & document Templates
  • Integrated Email + Integrated Outlook (cal,contacts,email)
  • Integrated Google Gmail & Docs
  • Integrated Trust & Retainer + Integrated QuickBooks
  • One-click Invoicing, One-click document merges
  • Web-accessible secure Client Access interface.

Q. Who are the typical users of HoudiniEsq?

HoudiniEsq has the following typical customers:

Large Enterprises, Small Business

Q. What languages does HoudiniEsq support?

HoudiniEsq supports the following languages:

English

Q. What type of pricing plans does HoudiniEsq offer?

HoudiniEsq has the following pricing plans:

Free, One Time License, Subscription

Q. Does HoudiniEsq support mobile devices?

We do not have any information about what devices HoudiniEsq supports

Q. What other apps does HoudiniEsq integrate with?

HoudiniEsq integrates with the following applications:

Adobe Document Cloud, Gmail, Microsoft Outlook, Microsoft Word, Office 365, QuickBooks

Q. What level of support does HoudiniEsq offer?

HoudiniEsq offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials