# Page 2 | HoudiniESQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is HoudiniESQ the right Legal Case Management solution for you? Explore 141 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/112888/HoudiniESQ/reviews

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HoudiniESQ

4.1 (141)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 2 - Reviews of HoudiniESQ

## Showing most helpful reviews

Showing 26-50 of 141 Reviews

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Length of Use

Frequency of Use

WW

William W.  
owner  
Law Practice  
Used the software for: 2+ years

### "HoudiniESQ has an extensive feature set, but the documentation is poor"

May 27, 2022

4.0

I have used HoudiniESQ for over seven years. The product absolutely works, contrary to what another reviewer said. The challenge is that HoudiniESQ is designed with the very large office in mind, for example, 5,000+ seats. It assumes that the user will have high-end tech support in-house. I guess I am able to use HoudiniESQ successfully largely because decades ago I coded my own law practice management software, and have at least minimal understanding of what must be "under the hood." For that reason, I would only recommend HoudiniESQ to a very large organization that can truly take advantage of the extensive, advanced features or a solo with a coding background.

Pros

HoudiniESQ is free to solo practitioners, so the price is fantastic. The price for even a few seats, however, is also less than other products I have investigated, so HoudiniESQ offers great value for the extensive feature set. Secondly, it always works. Third, when I have a problem, I often get immediate attention from support, and it never takes long for a response by someone who truly knows what he is talking about. Advanced features include: calendaring triggers with conditional branching, user-programmable multi-practice group set-ups, fast searching, contract management support, mass emailing, support for atypical billing arrangements, client portal support, and embedded links with many types of other software.

Cons

The areas needed for improvement are too broad to discuss here. The product lost some functionality that I was relying on when it moved from version 1.99x to 2.0x and later. I continue to be surprised by what I consider to be poor programing/feature choices made in the transition to a different coding platform. I feel I kinda limp along with version 2.0x after using 1.99x (even though at least 2 excellent improvements were included in 2.0x – better searching and user coding control over invoices). I found the business tracking portal in 2.0x unusable, while the information provided in 1.99x was rudimentary but useful. Cons for all versions: no useful report for trust accounting, very limited functionality for integrating trust transactions in invoicing, paltry scripting language for creating documents from templates, and inadequate documentation that is typically out of date with the current version.

Switched from

[Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/)

Changed legal practice.

Review Source

Nathan D.  
Managing Attorney, Certified Specialist, California State Board of Legal Specialization  
Law Practice  
Used the software for: 2+ years

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

December 12, 2017

4.0

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.

Review Source

KM

Kelly M.  
Legal Assistant  
Law Practice  
Used the software for: 2+ years

### "Houdini 2.0 is a vast improvement over prior versions"

March 8, 2017

4.0

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.

Review Source

Response from LOGICBit

March 11, 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.

VR

Verified Reviewer  
President  
Law Practice  
Used the software for: 2+ years

### "Great value for time tracking program"

November 6, 2017

4.0

Pros

Price; customer support; fairly easy to add new matters and add time to events. I like that is is fairly compatible with Quickbooks.

Cons

The stopwatch feature. You have to manually add time to an event and then unclick and click on "bill" to update the fees. You should have the option for the stopwatch time to automatically add to the open event and update the fees accordingly. The old version did this well.

Review Source

Response from LOGICBit

November 7, 2017

Hi, Thank you for your review. You make an excellent point about the Stopwatch feature. We will correct the current behavior to function as it once did. Release 2.0.0.117 will have this feature corrected. This version will also include a Intake button on the desktop which opens a wizard to quickly add a Contact and Matter. Less clicking.

DO

Dustin O.  
  
  
Used the software for:

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

February 7, 2017

2.0

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.

Review Source

Response from LOGICBit

March 7, 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.

AG

Alexander G.  
Attorney  
Legal Services  
Used the software for: 2+ years

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

November 6, 2017

5.0

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 .....

Review Source

VR

Verified Reviewer  
Executive Assistant  
Legal Services  
Used the software for: 2+ years

### "Affordable, customize-able, multifaceted client management software "

November 9, 2017

5.0

Pros

FANTASTIC client support. Agent is the best support person that I've had the pleasure of getting assistance from across all of the technical systems and software that I've used. He consistently goes above and beyond to make sure that whatever crazy customization that I want can happen.

Cons

A very superficial "con" but I don't like the aesthetic of the site. It looks outdated. The navigation could use some improvement.

Review Source

VR

Verified Reviewer  
Development Counsel  
Restaurants  
Used the software for: 1-2 years

### " Very easy to use and great for managing my case load and process."

November 7, 2017

5.0

Organization and a sense of control over my case load. This software has really changed the way I track and work my files. I absolutely love it!

Pros

The ability to integrate with other programs and software. I am able to seamlessly work across outlook, adobe, and word, which makes document generation and calendaring a cinch. My favorite thing is the template creation and document generation, that has been a game changer.

Cons

Difficult to make changes to fields from the original Houdini version. The customization mode is a little clunky and arduous to use. I cannot print Ad-Hoc reports or my calendar.

Review Source

Christopher M.  
Litigation Specialist  
  
Used the software for: Less than 6 months

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

November 13, 2017

5.0

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.

Review Source

Lauren W M.  
Executive Assistant  
Legal Services  
Used the software for: 2+ years

### "Adequate but not amazing "

July 11, 2017

4.0

It just isn't as "clean" as some other programs that I've used. Again, it serves it's purpose but it's nothing to write home about.

Pros

Inexpensive cloud option. Minimal technical skill required. Good integration with Outlook, though the plugins often had issues.

Cons

Difficult user interface, it seems disorganized and not very intuitive. It's difficult to switch from one area of a file to another area (ie documents to billing and back to contacts). The web URL is complicated so if you don't have it bookmarked you're screwed.

Review Source

JD

James D.  
  
Law Practice  
Used the software for: 2+ years

### "7 Years Since Dumping Time Matters for HoudiniEsq"

January 9, 2017

5.0

It's been seven years since we made the switch from Time Matters to HoudiniEsq, and we're not looking back. HoudiniEsq has provided us with an easy to use system to manage our law practice. I recommend HoudiniEsq to my colleagues regardless of the size of your firm or practice area. I don't have time to try to figure out complex systems that require vendor technicians to get me going. I needed something that was user-friendly and intuitive, and found both in HoudiniEsq. Thanks the support staff at HoudiniESQ for making our lives a little easier. In today's fast-paced legal enviroment where time management and billing are so critical, it's a relief to know that HoudiniESQ is on the ball with cutting technology to make my life simpler.

Pros

The support staff is a stallion.

Cons

Some reporting features can be improved.

Review Source

SS

Sarah S.  
Attorney  
  
Used the software for:

### "Money Maximizer "

January 15, 2015

4.0

pros: Integrates with so many different programs easy to navigate and user-friendly Very easy to customize and add specific categories, types, color customize a calendar, etc. Runs in the background - keep it open all day long w/o slowing down computer and other programs Creating and sending invoices is incredibly simple. Trust Account, Billables, and Accounts Receivable is always available so it's easy to keep track of money. Individual client ledgers makes accounting for each client's expenses, fees, payments, and trust easy to track and very clear and understandable. Keeps everything up to date daily, instead of just at end of month. Ability to link to matters from integrated programs allows maximum billing and the process is quick and painless Support is great - can read articles and topics on any issue related to the program and telephone support is great. cons: Requires patience at first until you understand how the program thinks and operates. Every now and then there is some small glitch that requires me to visit the support page or make a phone call. Have had to install approx. 2 updates in past year - I guess it's a good thing they update the product, but taking the time to install the update is somewhat annoying. Overall: Great product that includes everything you'd need to manage your practice, all in one place. Can create memos while on phone, while the timer is on - takes the burden out of billing time because you're using it throughout the day as you work. Has increased income through ability to "capture" time by linking events, e-mails, documents to matters. For me, it somewhat takes away the panic at the end of the day I used to feel when trying to recall and write down everything I'd done that day. Now, it is all recorded for me as I work throughout the day and contributes hugely to overall organization.

Review Source

WB

William B.  
Attorney  
  
Used the software for:

### "Cloud Computing? Houdiniesq is your solution."

November 8, 2010

5.0

I would recommend this product to anyone wanting to transition to cloud based practice management.

Pros

HoudiniEsq has the best and most responsive technical support I have ever encountered with any program or platform. HoudiniEsq works entirely inside of your browser so you can access it anywhere you have an Internet connection. For us smaller guys that mean no exchange server costs or problems with syncing. Also, Houdini is optimized for mobile phone browsers such as the iPhone. HoudiniEsq works a bit different than Time Matters in that everything is a billable "event." Even on your calendar you can view all calls, to do's, drafting ... anything you want can be viewed on your calendar or removed from view with the click of a button. Only want to see appointments with clients and court dates on the calendar, no problem, just a click away. The calendaring is powerful and different than any other calendaring program I have encountered or tested. It does take a bit of time to get used to, but when you do, it results in amazing control of your schedule and your matters.

Cons

Lack of a functioning document automation/assembly system and lack of quickbooks integration.

Review Source

Response from LOGICBit

February 6, 2011

With the release of HoudiniESQ 1.7 our users have native integration with Microsoft Word, Excel and Outlook. Our team has been working on our Quickbooks link and Document Management and Automation. You can expect the QUickBooks integration to be pretty seamless.

JD

James D.  
Partner  
  
Used the software for:

### "Doan Law Firm - Bankruptcy Attorneys"

November 9, 2010

5.0

I manage a high volume bankruptcy practice in California and HoudiniESQ is living up to Mr. Rivera's statement he once made to me, "If you can think of it, we can get HoudiniESQ to do it for you." So far, I continue to be impressed. I highly recommend this product for law office management. Actually, it could be used for virtually any industry. I used to walk into court with a dolly. Now I carry only my laptop and can access my entire office from any browser (Explorer, Safari, Mozilla, etc). Best thing, I can access my office from anywhere in the world with any computer that has an internet connection. Or, I can access my office through my mobile phone with the HoudiniESQ mobile app. Way cool. Don't take my word for it... you can download it free from Houdiniesq.com. Whether you're a solo practitioner (like I used to be) or a firm with 17 offices and expanding (like we are now), HoudiniESQ can handle the load.

Pros

Easy to use, easy to configure, economical, scalable. Links Matters, Contacts, Notes, Emails, and Documents. Allows us to centrally manage our entire bankruptcy practice (17 offices and expanding) without the need for terminal services connections. The CEO, Frank Rivera, is extremely receptive toward ideas that enhance the product. Mr. Rivera's team is doing a great job of staying on the cutting edge of technology.

Cons

The release date. I wish this product was available BEFORE we dumped tens of thousands of dollars into Time Matters and the "leading bankruptcy customization feature package".

Review Source

Lauren W M.  
Executive Assistant  
Legal Services  
Used the software for: 2+ years

### "User interface and experience lacking - nuts and bolts are there"

June 22, 2018

4.0

Pros

It does what you need it to do. It stores client information, documents, deadlines, etc. You can run reports. You can generate bills and track time.

Cons

The user interface is outdated and difficult to navigate at times. Updates will cause reports or features to stop working randomly.

Review Source

JD

Joan D.  
Legal Assistant  
Law Practice  
Used the software for: 2+ years

### "Excellent"

January 18, 2018

5.0

the office is better organized and everyone is aware of what is happening from one moment to the next throughout the day. It is great to be able to have all the information so easily accessible.

Pros

easy to read, easy to search for information , like the way you can color code appointments and alert each other for deadlines

Cons

I don't like that you cannot multitask, it doesn't allow you to change the alerts, they have to be deleted first, I miss being able to see the day along with the dates when setting appointments

Review Source

RT

Rex T.  
  
  
Used the software for:

### "Great features, hard to use, can grow into something great"

January 19, 2015

3.0

I have used HoudiniEsq for a year. I love the features that this software provides. However, there are a number of bugs and glitches. For example, some of the reporting screens don't translate correctly from the actual accounts receivables or balance due on when creating two invoices for a matter. Additionally, a number of the features take more time to use then doing the task the long way. For example, when linking matter information to a word document, it takes more time fixing the spacing issues and bugs then it is to just type in the name and address yourself. Sometimes, the names don't have a space in between them, sometimes the first name doesn't show up etc. I think now that HoudiniEsq has a good setup, they should work on simplifying the program and work out the kinks in the many features.

Review Source

Response from LOGICBit

January 20, 2015

Rex, thank you for your review. There is only one accounts receivable report which is a direct reflection of the invoiced amounts. If this report is wrong then your invoices would be as well. The estimate on the matter dashboard is probably what you are referring to. This should not be used to tie back to the actual receivable report because this figure takes everything into account, including items you may not bill. We removed this figure form the dashboard a while back because users weren't reading the tooltip but received so may request to put it back so we did. This figure is only a running estimate, not your actual receivables figure. Use the Client statements or Receivables report for the correct figures. Rex it appears that you are using the old template format. In order to have the best output you must convert your templates to the new ODT format.

AW

Arnold W.  
Attorney  
Law Practice  
Used the software for: 2+ years

### "I have watched grow , making really important improvements."

November 8, 2017

4.0

Complete office management, including file organization and billing.

Pros

Program is based upon the case, as it should be. Support is outstanding. It anticipates what you are looking for. I have not yet sent emails via HoudiniEsq. and am looking forward to using it.

Cons

I wish that phone calls were a separate category of input, instead of added to events. Would like to see preview of docs as I review them. I am still catching up with changes in billing.

Review Source

PF

Paul F.  
Director  
Real Estate  
Used the software for: 2+ years

### "It has been a revolution in organising my workflow and easily producing itemised invoices."

November 7, 2017

5.0

Pros

The degree of customisation that can be applied. it is designed for US based lawyers but i work in the UK in the specialised area of commecial rent review dispute resolution. I was able to customise the software to cater for my specialist needs and to generate invoices in UK pounds.

Cons

Bespoke customisation is time consuming, but once it is done, it's done. Once you have a basic framework set up, adding categories is very easy.

Review Source

KO

Karla O.  
Office Manager  
Law Practice  
Used the software for: 1-2 years

### "Very good overall experience."

November 6, 2017

5.0

Pros

The software is very reliable and fairly easy to learn. Video tutorials are very helpful. Customer service is excellent! Calls made to customer service are either answered right away or returned timely.

Cons

Our firm has had issues with searching. Would like to see cases in a "list" format, with more than 50 showing at once. Also, we have had an issue with printing an invoice from inside the "Matter". If the "print" is not chosen quick enough the program will print another matter's invoice. Note, these issues may just be settings and not a true problem with the software.

Review Source

JR

Jeff R.  
  
  
Used the software for:

### "Best Solo Management Tool"

August 26, 2011

5.0

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.

Pros

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.)

Cons

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.

Review Source

Anthony D.  
Attorney  
  
Used the software for:

### "And I am a free user"

January 15, 2015

5.0

I have used others, most recently Amicus Attorney, and Houdini is a better product in almost every way. They also have a fairly extensive knowledge base, which is a great source for ideas and learning the program in general. Busy day, phones ringing, I am not sure what I did, but I completely chuffed my installation. In desperation I called for help. (1) I am still a free user, no staff. (2) I was making changes without a good back up, even though they warned me. (3) I had a trial, so not a lot of time to wait around. I sent an email, they called back (a couple of times) and they spent literally a couple of hours saving me from myself. Not so many companies will go the extra mile to save one from themselves especially after having failed to heed their explicit warnings. Thanks again!

Review Source

MM

Matthew M.  
Owner  
  
Used the software for:

### "Peace of Mind....Always!"

February 4, 2015

5.0

I've been using HoudiniEsq for a couple of years now. Overall, I have to say i'm extremely happy with the product and the customer service. The Product: All the sync capabilities make this, by far, the best product on the market. I've looked at Abacus, Amicus Attorney, goClio, RocketLawyer, MyCase. The functionality of HoudiniEsq has far exceeded that which was available in any others at the time I tried them. It does what I want, how I want, when I want. This, on top of continual upgrades to the system itself. Ease of Use: This is sort of an "It depends" answer. Because of the nature of the system, learning the system and getting comfortable with it will probably take a bit of time. It's not quite "plug 'n' play". However, once you are set-up and comfortable with the system, it's extremely easy to use and modify as necessary. When speak with other colleagues about time management issues they are having, I am constantly amazed at how much time I do save because of the capabilities HoudiniEsq offers. Customer Service: So far, it's arguably the best I've seen (other than my own firm's, of course.) Anytime there is an issue, the multiple avenues available to seek support make it fairly simple to receive a quick response to the issue at hand. When you need someone live to go in and check out the system for themselves, they are usually available on the spot to create a screen share session and diagnose and correct the problems immediately. Overall, you can't go wrong!

Review Source

MS

Mallory S.  
Paralegal  
Legal Services  
Used the software for: 2+ years

### "Great program"

December 29, 2016

5.0

We use Houdini at our law firm. It is easy to use and helps make our firm run smoothly. I am a paralegal here at the firm and for me, Houdini is wonderful because it helps me keep the attorneys on track. There are minor things that could be changed or updated with the new 2.0 system, but overall this program is excellent and we enjoy it here at the office. :)

Review Source

AS

Angela S.  
Attroney  
  
Used the software for:

### "Great product, very good service"

January 21, 2015

5.0

I have used HoudiniEsq for over 2 years now in my office. It was recommended to us when we were looking for a cloud solution, we chose it because it offered all the features we needed at the time, and there was no contract so we could cancel at any time if it didn't work out. Pros: It was easy to learn and navigate the system, I especially like the multiple workspace and window features so I can perform multiple tasks at the same time. Integration with office is very good. All my email are now neatly organized by matter, time entries are auto recorded with emails and documents. All matter information are centrally located, search works really well, very easy to find what I am looking for. Knowledge base is very useful, hardly ever need to call the support staff. But the few times I did call, it was a very pleasant experience. Document automation is a huge plus for us. No more copy and paste, it literally saves us at least one day a month on repetitive work. Cloud version works great, have not experienced any down time. Cons: We used some of the advanced features in the last year and it took us sometime to figure it out, but we had it working the way we wanted with the help from the support. Overall, it's a great product. It's much better than other user-friendly and simpler alternatives out there, especially after you learn how it works and can customize it so it works the way you want it to.

Review Source

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