HoudiniESQ

HoudiniESQ has a lot of features, though the documentation falls short

Pros

HoudiniESQ is free for solo practitioners, which makes it an incredible option for those starting out or running smaller firms. Even for firms with a few users, the price is still lower than many other products I've considered, making it an excellent value for the wide range of features it offers. The software itself is very reliable, it always works, which is such a relief in a business where time is money. When issues do arise, I've found that support is often immediate and always knowledgeable. The team's response time is impressive and they really know their stuff. Advanced features include calendaring triggers with conditional branching, which allows for tailored scheduling and event management. The software also offers user-programmable multi-practice group setups, making it customizable for firms with different practice areas or needs. It's incredibly efficient when it comes to searching for specific items, saving valuable time. Contract management support helps streamline document handling, while mass emailing capabilities are useful for client communication. HoudiniESQ also supports atypical billing arrangements, offering flexibility for firms with unique billing requirements. The inclusion of a client portal is another great feature, making it easier to share information securely with clients. And with its ability to integrate seamlessly with a wide variety of other software, HoudiniESQ ensures that your firm's operations can be more connected and efficient.

Cons

The areas needing improvement are too broad to cover in detail here. The product lost some functionality I relied on when it transitioned from version 1.99x to 2.0x and beyond. I continue to be surprised by what I perceive as poor programming and feature choices during the switch to a different coding platform. I feel like I'm barely getting by with version 2.0x after using 1.99x, even though there were a couple of great improvements, like better search capabilities and user coding control over invoices. I found the business tracking portal in 2.0x practically unusable, while the 1.99x version, though basic, was useful. Some long-standing cons for all versions include: no useful trust accounting report, very limited integration of trust transactions in invoicing, a meager scripting language for document creation from templates and outdated documentation that often doesn't match the current version of the software.

This software makes our firm run efficiently, even with our remote work situation

Pros

The best part of HoudiniESQ is being able to communicate with my team, no matter where we are. We are working toward going paperless and this software has been a huge help in making that happen.

Cons

The software needs to be able to upload larger files to the document sections. As a personal injury law firm, being able to upload large medical records easily would make things much more convenient.

I believe this product was created by someone from a larger but slower competitor

Pros

This software is really versatile and is perfect for small, efficient firms. You don't need to be a computer genius to use it but being a bit tech-savvy helps. There are features like QuickBooks and Excel integration that I haven't even had time to master yet. It also helps reduce IT costs since they know what they're doing. plus their 99.9% uptime is no joke. HoudiniESQ has a powerful time-keeping system with excellent document integration. Customer support is always there when I need them and they can walk me through any issues.

Cons

As with any newer product, there are inevitable growing pains. My favorite application integration was with the Outlook Add-in for email but that's giving me trouble right now. Since you're partnered with the vendor, when the rep can't solve the issue, you have to work around the product limitations by saving emails manually to the file. I'm also a creature of habit and major platform updates make me struggle. The company has been kind enough to leave the old platform running and hasn't forced us to evolve overnight, but now I'm learning to navigate two different platforms.