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Game-Changing Legal Practice Software for Today’s Legal Counsel

2.0.879 May 2021

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This is an on-premise install only
This is not Freeware or Open Source. HoudiniEsq is licensed software.

Solo Practitioners If you are a solo practitioner you may download and use HoudiniEsq Solo (on-premise) and our support and training services for free perpetually. No fine print. No hoops to jump through. No data or record size restrictions. Just download and register.

A Solo license is a single user login using the product. You may purchase a practice license (multi-seat) at any time if you need to add additional users. No need to download any additional software. Purchase the licenses you need when you need it.

A few advanced features are disabled in a Solo license such as Chat and OCR otherwise the feature set is identical to our all inclusive Cloud offering.

You install HoudiniEsq on a single machine that will act as the host. There is no software that needs to be installed or maintained on a user’s PC. All that is needed is a web browser. HoudiniEsq runs as a service on the host machine. You and your staff connect to HoudiniEsq using the web browser of your choice.

Please note, although you will use a web browser to interact with the software your data resides on the host machine HoudiniEsq was installed onto at all times.

You do not need an expensive server

Any computer you can pick up from BestBuy for $400 will do such as the Dell Inspiron. Keep in mind that all your data, emails, attachments, and documents will be stored on this device so a large hard drive of 500 gigabytes or greater is very important. At least 8 gigabytes of memory are also suggested. Using an SSD for your primary storage has huge benefits all around and HoudiniEsq is no exception. If you have a choice always opt for an SSD as your primary drive.

If you plan on using an existing machine to host HoudiniEsq you should install a fresh operating system on the device or wipe it completely clean prior to installation.

The host machine should be dedicated to hosting HoudiniEsq and securing your data, nothing more.

If you are a solo practitioner (no other staff will be using HoudiniEsq) installing it onto your personal computer or laptop is fine as long as you keep your laptop secure.

Best Practice
If you are not a Solo Practitioner, (you have staff) then it is best practice to install HoudiniEsq onto dedicated hardware. Your staff will use their web browser to connect to the host machine and HoudiniEsq.

If you want to connect to your instance of HoudiniEsq remotely via an iPad or your cell phone when on the go, working from home, a courtroom, or from any device outside your local network, then you should install HoudiniEsq onto a standalone computer in your office, not your personal laptop. Think 24/7 access.001b

Securing your data starts with the host machine

It can not be overemphasized. The host machine should be dedicated to hosting and securing your data. Nothing more. This includes performing routine daily backups and using Antivirus software. We suggest American-made Anti-virus software. DO NOT USE products developed outside the USA such as *McAfee, *Norton, or *Kaspersky. We suggest and trust PC Matic for Windows users and Bitdefender for OSX users.

The host machine is where you will be storing all of your critical information and should have limited access to staff, external apps, devices, local and external networks. Generally the outside world. This includes remote access. For more see the Remote Access tab above.

Data security starts and stops with you. Follow best practices. If you have a question we are here to help.

Warning Internet Explorer 11 aka IE11 has a major exploit that allows hackers to steal Windows users’ local data. Microsoft was informed of the vulnerability by security experts but to this day have “declined to consider the bug for an urgent security fix.”. DO NOT USE Internet Explorer 11. Consider dropping support for it and get it off all your staff computers completely as soon as possible.

Remote access to your data

Secure remote and private cloud access will require a static IP address which you can obtain from your Internet Service Provider. Think of an IP address as a phone number to a computer on the Internet. You will also need a Domain Name and a 256Bit SSL Certificate. Think of a Domain name as the speed dial name of the phone number you want to call. It is easier to remember a name such as mylawfirm.com. The SSL Certificate is required to secure the connection (encrypt your data) from a man in the middle attack. All of the above is the best practice.

Secure Remote Access You can forgo all the hassles and sign-up for a HoudiniEsq Cloud account and start today. With a Cloud account, we manage everything for you including tiers of backups, security, hardware, and all software updates and you always have secure 24/7 access from just about anywhere in the world.

HoudiniEsq is trusted by large organizations and agencies. The preferred choice of organizations with large legal teams that work as many as 100,000 cases annually. However, size does not matter. If your team is small that is ok.

Many features are enabled by default but can be disabled until you need them. HoudiniEsq is comprehensive and includes a robust feature set. You can use the product with little initial setup or you can choose to go full out and customize the system to fit your unique needs.

Don’t Get Intimidated. HoudiniEsq is easy to configure and use.

HoudiniEsq may be comprehensive and feature-rich but it is a breeze to use. The interface is easily customized. For example, dropdown fields throughout the product contain just the basics. To add to the list of values in any dropdown field simply enter the new value and hit the enter key. Wala! It’s that simple.

Help

HoudniEsq includes context-sensitive help and tutorials. Click any of the graduation-cap icons throughout the application to reveal tutorials and videos for the area you are in. If you are stuck or have a question contact support toll-free at 1.888.366.2280 Mon-Fri 9Am-9Pm eastern time or via email at support@houdiniesq.com or you can click the Support link at the top of this page to get answers to the most common questions

Important — reading is fundamental. Everything has a tooltip. Hover your mouse over any icon or field to reveal tips, hints, and tutorials.

Whether you plan on growing a practice or manage your team’s caseload more efficiently HoudiniEsq is the best practice for your practice.

This will install the most recent revision of HoudiniEsq. Existing users see the Update Tab.

Important Reading is fundamental. Follow the installer’s directions, read every screen, and write down your passwords for a quick painless install.

This install updates HoudiniEsq to the most recent revision of the software. New users see the Full Install Tab.

Mac OSX
10 above
Download

Note You must have HoudiniEsq 1.9.9.3 or greater to update, upgrade or patch.

HoudiniEsq 1.9 and 32Bit Windows Users
HoudiniEsq 1.9 and the Flash interface was sunset Oct 2016. To upgrade you must have an OS that is 64bit. Most modern operating systems are 64bit.
If your instance of HoudiniEsq is installed under Program Files(x86) then it was installed as a 32Bit application. Upgrading to 64Bit is easy, here is how.

Step 1
Shut down the HoudiniEsq service on the host machine. How to shutdown HoudiniEsq

Step 2
Move/drag (do not copy) the HoudiniEsq folder from Program Files(x86) to Program Files

Step 3
Download this update and run it. The installer will spin HoudiniEsq back up after the install.

Manage email, contacts, and your calendar from within Outlook and HoudiniEsq seamlessly and bidirectionally.

Supports
Email
Contacts
Calendar
Record and bill your time

Bi-directional sync your Calendar, Contacts, and Email. Bill for composing or reading an email. Link matter related correspondence to matters with a click or drag-n-drop to Matter folders right in Outlook. Mater related emails are organized in Matter folders in Outlook for you automatically. Emails and attachments are automatically full text indexed. Emails appear in the associated Matter’s email and docs tabs in HoudiniEsq.

Install
Step 1: Exit Outlook completely
Step 2: Uninstall the Outlook add-in if it currently exists
Step 3: Download Outlook Installer for Windows and run
Step 4: Start Outlook to launch the HoudiniEsq setup screen

Follow the onscreen setup instructions. You will have to provide the same information used to log in to HoudiniEsq. In addition, you will need the plug-in URL and the IRIS file vault login credentials. You will find this information in HoudiniEsq under Config-Administrator. Use the Plug-in URL value and the value under Private Iris Password.

IMPORTANT The default URL for all plugins is http://localhost/houdini/esq. Take note of the /esq at the end of the URL. The reason for this is legacy support for older versions of the product.

The HoudiniEsq IRIS File Vault password is an extra security measure and must be supplied to access reports or documents since these artifacts contain some of the most sensitive information.

Uninstall
From the Windows control panel, add/remove programs, look for HoudiniESQForOutlook, click Remove.

Open, edit, and save documents in HoudiniEsq from within Word.

Supports
Data merges
Manage Templates
Generate documents
Full-text indexing
Record and bill your time

Install
Step 1: Exit Word completely
Step 2: Uninstall the add-in if it currently exists
Step 3: Download Word Installer for Windows and run
Step 4: Start Word to launch the HoudiniEsq setup screen

Follow the onscreen setup instructions. You will have to provide the same information used to log in to HoudiniEsq. In addition, you will need the plug-in URL and the IRIS file vault login credentials. You will find this information in HoudiniEsq under Config-Administrator. Use the Plug-in URL value and the value under Private Iris Password.

IMPORTANT The default URL for all plugins is http://localhost/houdini/esq. Take note of the /esq at the end of the URL. The reason for this is legacy support for older versions of the product.

The HoudiniEsq IRIS File Vault password is an extra security measure and must be supplied to access reports or documents since these artifacts contain some of the most sensitive information.

Note Windows only. For OSX see our Office365 add-in

Uninstall
From the Windows control panel, add/remove programs, look for HoudiniESQForWord, click Remove.

Open, edit, and save documents in HoudiniEsq from within Acrobat Pro. Track and bill for your time while working on PDF files effortlessly.

Install
Step 1: Exit Acrobat Pro completely
Step 2: Uninstall the add-in if it currently exists
Step 3: Download Adobe XI Installer or Download Adobe DC Installer for Windows and run.
Step 4: Start Acrobat to launch the HoudiniEsq setup screen

Follow the onscreen setup instructions. You will have to provide the same information used to log in to HoudiniEsq. In addition, you will need the plug-in URL and the IRIS file vault login credentials. You will find this information in HoudiniEsq under Config-Administrator. Use the Plug-in URL value and the value under Private Iris Password.

IMPORTANT The default URL for all plugins is http://localhost/houdini/esq. Take note of the /esq at the end of the URL. The reason for this is legacy support for older versions of the product.

The HoudiniEsq IRIS File Vault password is an extra security measure and must be supplied to access reports or documents since these artifacts contain some of the most sensitive information.

Uninstall
From the Windows control panel, add/remove programs, look for HoudiniESQForAcrobat, click remove.

Open, edit, and save documents in HoudiniEsq from within WordPerfect.

Install
Step 1: Exit WordPerfect completely
Step 2: Uninstalled the add-in if it exists
Step 3: Download WordPerfect Installer for Windows and run
Step 4: Start WordPerfect to launch the HoudiniEsq setup screen

Follow the onscreen setup instructions. You will have to provide the same information used to log in to HoudiniEsq. In addition, you will need the plug-in URL and the IRIS file vault login credentials. You will find this information in HoudiniEsq under Config-Administrator. Use the Plug-in URL value and the value under Private Iris Password.

IMPORTANT The default URL for all plugins is http://localhost/houdini/esq. Take note of the /esq at the end of the URL. The reason for this is legacy support for older versions of the product.

The HoudiniEsq IRIS File Vault password is an extra security measure and must be supplied to access reports or documents since these artifacts contain some of the most sensitive information.

Uninstall
From the Windows control panel, add/remove programs, look for HoudiniESQForWordPerfect, click remove.

Note WordPerfect does not support the HoudiniEsq Open Document Format (ODT files).

Open, edit, and save documents in HoudiniEsq from within Office365. Track and bill for your time while you work.

Supports
Matter data merge
Generate documents
Record and bill your time

Office365 Desktop Install
For Office365 Desktop on OSX and Windows, all that is needed is to install an XML file. Tell me more
Download from the Microsoft Store

Follow the onscreen setup instructions. You will have to provide the same information used to log in to HoudiniEsq. In addition, you will need the plug-in URL and the IRIS file vault login credentials. You will find this information in HoudiniEsq under Config-Administrator. Use the Plug-in URL value and the value under Private Iris Password.

The default URL for all plugins is http://localhost/houdini/esq. Take note of the /esq at the end of the URL. The reason for this is legacy support for older versions of the product.

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The HoudiniEsq IRIS File Vault password is an extra security measure and must be supplied to access reports or documents since these artifacts contain some of the most sensitive information.

Office365 Online Install
Download from the Microsoft Store

Note This plugin works with Office365 desktop on OSX and Windows as well as Office365 online.

Open, edit, and save documents in HoudiniEsq from within Excel.

Install
Step 1: Exit Excel completely
Step 2: Uninstalled the add-in if it exists
Step 3: Download Excel Installer for Windows and run
Step 4: Start Excel to launch the HoudiniEsq setup screen

Follow the onscreen setup instructions. You will have to provide the same information used to log in to HoudiniEsq. In addition, you will need the plug-in URL and the IRIS file vault login credentials. You will find this information in HoudiniEsq under Config-Administrator. Use the Plug-in URL value and the value under Private Iris Password.

IMPORTANT The default URL for all plugins is http://localhost/houdini/esq. Take note of the /esq at the end of the URL. The reason for this is legacy support for older versions of the product.

The HoudiniEsq IRIS File Vault password is an extra security measure and must be supplied to access reports or documents since these artifacts contain some of the most sensitive information.

Uninstall
From the Windows control panel, add/remove programs, look for HoudiniESQForExcel, click remove.

This connector allows you to post to QuickBooks seamlessly from HoudiniEsq.

Supports
Client details, Invoices, Payments, Credits, Expenses, Trust deposits, Trust withdrawals, and Trust earned

No duplicate data entry and no importing or exporting to QuickBooks. If item descriptions or clients don’t exist in QuickBooks, HoudiniEsq will create them for you.

Install
Step 1: Exit QuickBooks
Step 2: Uninstalled the add-in if it exists
Step 3: Download QuickBooks Installer for Windows and run

Note This add-in is for the QuickBooks desktop and should be installed on the QuickBooks host machine.

Uninstall
From the QuickBooks' host machine delete the HoudiniEsq QuickBooks connector.

The OpenDocument format is a ZIP-compressed XML-based file format for spreadsheets, charts, presentations, and word processing documents. It was developed with the aim of providing an open, XML-based file format specification for all office applications.

Below you will find the default Document Templates used in HoudiniEsq. You can download and edit these templates to your liking and then upload them into HoudiniEsq.

Invoice Templates

Invoices with all tokens, totals, balances, etc.
revision 2.0.867 January 2021

Default Invoice

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Default Invoice Excludes Item Memos

Sample Templates

Sample docs with matter and client tokens, etc.

The following sample templates demonstrate how to generate a document that includes a particular note, todo, custom form, or event record. Upload any of these templates and click the Gen Docs button from any note, todo, event, or custom form.

IMPORTANT

Use descriptive names so your templates are easy to find and quickly identifiable. Make sure all field tokens are complete e.g. <<Matterref0885016997>>. If your template has any errors no document will be produced so if your document template does not work check your token syntax.

Although many office applications including MS Word support the OpenDocument format we highly suggest using LibreOffice to edit these templates as they were created in LibreOffice. Only edit templates in Word that were created in Word. Simply put, adhering to standards is not Microsoft's forte. So avoid the headaches and use LibreOffice for creating your templates. LibreOffice does support doc and Docx files so you can open existing templates in LibreOffice, insert HoudiniEsq data tokens, save the template with an ODT extension, and then upload them for use in HoudiniEsq.

LibreOffice is free and widely supported. You can download it here.

Managing Templates

Document templates are managed under Config-Document Templates. Please note, you must be a member of the Admin group to have access to config settings.

To upload or replace existing templates use the upload button.

To view the available field tokens click the Fields button above the document template list to open the Field Token Reference window as depicted in the screengrab below. These tokens can be manually placed within your document templates such as invoices, statements, motions, pleadings, and general correspondence. You can also access these tokens via our free Word plug-in so make sure you check that out under the Plug-ins tab above.

Helpful utilities.

Similar to the Unix tail -f command and OSX’s Console, the view is updated in realtime as the log is written to by HoudiniEsq. This eliminates the need to continuously reload a log file to see what was added to it as HoudiniEsq executes.

How to use
To monitor the HoudiniEsq log download and run this application and point it to any file located in c:Program FilesHoudiniESQlogs folder, for example, houdiniesq-stdout.log

Fixes issues on older Microsoft Windows platforms missing required lib files.

Older versions of Windows may report missing lib files when installing Plugins in Outlook, Word, etc,. This utility will install the required Microsoft Windows libs.

How to use
Install this utility and restart the plugin installation

Is support included?

Yes. Support and all software updates are included.

I didn't get a license, why?

1. Mistyped email address resulting in a license not being received as expected.

2. Using a temporary email address. If you use an email such as graddy378@gmail.com or any temporary email service we will reject your request. No self-respecting business uses such an email so don't use it with us.

3. Not providing your real information or entering bogus info. We understand the need for privacy. We have no interest in using or selling your contact info. We are agents for your organization and are committed to keeping all communication confidential and private. We do not share, sell, or rent our contact lists. Here is our Privacy Policy.

4. Not being an actual business. If your business, website, or email address appears to be new or can not be confirmed your request will be rejected. Standing up a temporary website, repurposing a domain name, etc.

5. Trying to mask or hide your identity in any fashion. Using tools to mask the host machine in any way, violation of the EULA, or our Terms of Service.

We do confirm all the info you provide to us before providing a license so please don't waste our time and yours. We believe in transparency when forming a business relationship so start on good footing.

If you think this was in error you can log in again and reregister. If the registration screen is asking for a license click the number in the upper right-hand corner of the form to reveal the registration screen once again. You may send another request. We limit requests to just 3 so make your request count.

We reserve the right to deny a license request without cause or reason.

Can I install HoudiniEsq onto an external or secondary drive?

No. This is not the best practice. The host machine HoudiniEsq is installed onto should only be used to secure your data nothing more. If you don't have enough space to store your data on the device's primary drive then the host machine is obviously being used for another purpose other than securely hosting your data.

Installing onto an external or network drive poses a potential security risk. The host machine should have limited access to your network, Internet, staff, and generally the outside world. Most security issues arise from unnecessary complexity. Keep things simple and maintainable.

Do I have remote access to my data with On-premise like the Cloud?

Yes. HoudiniEsq is 100% web-based so access across a wide variety of devices and platforms is supported. There is no App you click on to access your data but instead use a Web Browser of your choice to interact with the product. Remote access is a choice you make as an organization.

You can access HoudiniEsq over a local, wide-area network and the Internet. You can choose to allow your staff to work on-the-go with an iPad or phone from home, a courtroom, or the beach. Your very own private Cloud.

Can I switch from Cloud to On-premise at a later time?

Yes. In fact, you can switch from On-premise to the Cloud as well. The product is identical regardless of how it is deployed. If you decide to make a change it is as easy as zipping up your data and dropping it into the new deployment.

Do I need to purchase anything in addition to HoudiniEsq?

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No. This is true for both the Cloud and on-premise options. With the Cloud you just sign-up. With on-premise, all you need is a single computer to install the product on to regardless of the number of staff you have. HoudiniEsq is 100% turn-key. Unlike many on-premise software products, you do not need to purchase a separate database license such as Oracle or MS-SQL in addition to a software license. The product is enterprise-class software and only needs to be installed onto a single machine that will act as the host for all your data.

Why the choice of Cloud or On-premise?

There is no one model that fits all.

The number one reason an organization would prefer to keep things in-house (on-premise) is compliance regulations that require that data reside internally. Coming in second is the significant expense in existing infrastructure. The third is having a readily available pool of competent cost-effective IT expertise in-house.

Cloud-based deployments do provide significant cost savings that come with not having to build out or maintain a physical data center and expensive on-site expertise. The Cloud fundamentally changes how an organization's IT personnel are leveraged adding more value by freeing up resources to work on other projects. Today you have a choice of how to record your legal practice management systems' cost thanks to the Cloud. As a static expense or as an ongoing service or utility expenditure. Consult a tax professional for your options.

HoudiniEsq - Legal Practice Management Cloud or On-premise Private Cloud.

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Is HoudiniEsq single tenant or multi tenant architecture?

HoudiniEsq is single-tenant. The database, memory and all processes are distinct and separate.

In a multi-tenant architecture, every client's data is stored in the same database separated by a schema name. This has a huge risk. If database corruption occurs every tenant/client is affected. Very similar to a tenement building catching fire, all are affected. With single-tenant, an instance fault doe not affect others.

Additionally, HoudiniEsq is an in-memory single-tenant architecture. What this means is the memory and database allocated to an instance can not be accessed externally of the running instance itself. That means system processes, applications, and malicious scripts don't have access to a running instance's data. Not only is this far more secure than any other product on the market this architecture is very portable, easily deployable, and resilient. HoudiniEsq offers best practices and peace of mind for less than what you pay for a Starbucks coffee each day.

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Create your very own add-ins, feature enhancements, and integrations to HoudiniEsq.

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The HoudiniEsq API is the very same API used to build the HoudiniEsq Office365, MS-Word, MS-Excel, and Adobe Acrobat add-ins.