All our plugins work with On-premise & SaaS accounts.
Microsoft Office plugins are only for the Windows platform but work just as well in Parallels on a Mac.
Outlook
This plugin allows you to manage email, contacts, and your calendar from within Outlook seamlessly. Automatic bidirectional sync.
- Contacts
- Calendar
Bill for composing or reading matter related email. Link matter related correspondence to matters with a click. Emails are placed into Matter folders in Outlook for you automatically.
Emails and email attachments are automatically full text indexed in HoudiniEsq.
Linked emails appear in the associated matter’s email and docs tabs in HoudiniEsq.
Works with On-premise and SaaS.
Word
Work on matter related documents in Word. Track and bill for your time while working in Word effortlessly.
- Templates
- Data merges
- Bill for your time
- Document management
System Requirement: Windows XP, Windows Vista or Windows 7. It supports Word 2007, Word 2010 and word 2013, it doesn’t support Word 2003.
This plugin does not work with Word on Mac OSX.
Step by Step Instructions
Step 1: If you installed the addin before, you must uninstall it first.
To uninstall, from Control Panel, Add/Remove Programs, Look for HoudiniESQForWord, click Remove.
Step 2: Exit Word completely
Step 3: Download and run installer
ESQ Word templates work both in Word and in the HoudiniEsq interface. Works with On-premise and SaaS.
Word Perfect
Work on matter related documents in Word. Track and bill for your time while working in Word effortlessly.
- Data merges
- Bill for your time
- Document management
System Requirement: Windows XP, Windows Vista or Windows 7. It supports Word 2007, Word 2010 and word 2013.
Step by Step Instructions
Step 1: If you installed the addin before, you must uninstall it first.
To uninstall, from Control Panel, Add/Remove Programs, Look for HoudiniESQForWord, click Remove.
Step 2: Exit Word completely
Step 3: Download and run installer
Works with On-premise and SaaS.
Excel
Work on matter related documents in Excel. Track and bill for your time while working in Excel effortlessly.
- Bill for your time
- Document management
Works with On-premise and SaaS.
Adobe Acrobat
Work on matter related documents in Acrobat. Track and bill for your time while working on PDF files effortlessly.
- Bill for your time
- Document management
Works with On-premise and SaaS.
QuickBooks
This connector allows you to post to QuickBooks seamlessly from the HoudiniEsq Pre-bill, Invoicing, and Ledgers Tabs.
- client details
- detailed invoices
- payments
- credits
- line item corrections
- expenses
- trust deposits
- trust withdrawals
- trust earned
No duplicate data entry and no importing or exporting. If item descriptions or clients don’t exist in QuickBooks, HoudiniEsq will create them for you.
No complex QuickBooks presetup is required. Works with On-premise and SaaS.
Calendar Rules
This is a subscription add on. You can subscribe with CalendarRules.com here. When you receive your token, place it under the CalendarRules tab under organization settings.
- Create and manage rule based calendar items by jurisdiction.
Works with On-premise and SaaS.
HoudiniEsq BIRT Reports
Here you will find new reports that can be installed in HoudiniEsq.
Each link provides a knowledge base article with the 3 easy steps to install the report(s) into your instance of HoudiniEsq.
Accounts Receivable Report
How to install – Knowledge base link
