1. HoudiniEsq Features www.houdiniesq.com
Basic Functions
yes
*Client Registration and Client Login page with username & password logon for every client.
*Number of Client Accounts unlimited
*Conflicts Checking Yes, extensive Including documents and all emails
Client Communication Functions
*Client discussion Capability yes
*Time and date stamped in threaded archives yes
*Web-based file storage with upload and download capability yes, including integration with Google drive
*Document review interface. Supports custom quotes for sale of doc review services.yes
*Document sharing with clients yes
*Real time editing yes, drafts and templates
+Private client todo list +yes
+customizable intake forms +yes
+Automated Emails +yes
Document Automation
*Client-facing Document Automation yes - integrates with Workflow Automation
*Attorney-Facing Document Automation yes
*Authoring Capability yes
*Automated Documents Included yes
+MS Word integration +yes
+template creation +yes, including native and via ms word
+custom field support +yes, including native and via ms word
+bulk document generation +yes, single click to generate and merge collections of documents
+time and billing integration +yes
Integrated with Practice Management Functions
*Document Management yes
*Time keeping, billing and invoicing yes, including client statements
*Calendaring and Scheduling yes, including Calendar/Court Rules integration
*Matter Management yes
*Integration with Accounting Functions yes, including integration with Quickbooks
*Contact Management system yes
*Trust Accounting yes, including integration with Quickbooks
+Task tracking +yes
+Note tracking +yes
+Custom fields +yes, extensive
+Workflow automation +yes, extensive
+ad-hoc reporting and customization +yes
+multiple and group calendars +yes
+Integrated email client
Application Programming Interface (API) yes - extensive API used by our plugin and 3rd-parties (SoftFile,CalendarRules.com)
Integrated with Outlook yes, including calendars, contacts and Emails
*email notifications yes
+Calendar / Events +yes
+Contacts +yes
+Email +yes
Marketing Functions
*Supports email management yes
*Lead Management Data Base yes
Project Management Organizational Functions yes
+INTEGRATION +yes
+SoftFile +yes
+GMail +yes
+MS Word +yes
+MS Excel +yes
+MS Outlook +yes
+Google Calendar +yes
+Google Drive +yes
+CalendarRules +yes
+US PostalService +yes