Our conveyancing case management makes use of automation and a diverse range of integrations to enhance efficiency across all facets of legal conveyancing matter management and conveyancing searches.
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CONVEYANCING CASE MANAGEMENT SOFTWARE
Streamline and optimise your time-consuming procedures with a secure and customizable online platform that caters to your firm’s and clients’ requirements. Regardless of whether you handle high volumes of panel cases or focus on private client business, our solution allows you to expedite the conveyancing process while ensuring seamless adaptation to the constantly evolving UK conveyancing landscape.
Key features of our conveyancing case management solution
Pre-built and customisable workflows
Client onboarding and management
Secure and efficient task and matter management
Land Registry Integration and Online SDLT Submission
Law Society accredited TA Forms
Reporting and BI
Identity verification checks
Pre-built and customisable workflows
Our conveyancing workflows are designed to align with the CQS Protocol stages. However, we understand that each business has unique requirements. Therefore, our system allows you the flexibility to customise and modify the workflows according to your specific needs, ensuring seamless integration with your current and future operations.
You decide when to automate and when to give a task the hands-on approach: use our workflow rules to build in your own automation. Our rules are simple; if this happens, do that. This can be anything happening in a case, like a task completed or a document sent, and that list is always growing and includes adding more tasks, sending a document, inviting a user to sign a letter, sending a txt message and many more.
Customise all the milestones and tasks in a workflow: You can build your own workflow from scratch or modify our existing ones. No limit on the number of tasks you can add.
Control over your letter and email templates: use our letter templates or easily have your own imported into Hoowla. We can support you in adding all the merge fields and any conditional logic. No programming is needed.
All Areas of Law: Our workflows are designed to support various legal fields, spanning conveyancing, personal injury, debt collection, durable power of attorney, probate, employment, family law, mediation, criminal law, expenses drafting, and financial claims.
With our adaptable workflows, your firm can streamline operations, enhance efficiency, and maintain compliance across different areas of law, ultimately delivering improved services to your clients.
Client onboarding and management
We provide a range of onboarding tools that elevate the client experience, including biometric checks and AML.
Instant Online Quotes: Our quote calculator allows you to offer potential clients an online quotation form, enabling them to receive an immediate estimate for your services. This information is seamlessly recorded in real-time within your case management system, facilitating the monitoring of conversions and simplifying the process of converting prospects into customers.
Digital onboard: Enhance the management of conveyancing cases with our configurable digital onboard functionality. Have clients complete and sign your client questionnaire and care letter. Also, they can complete and sign the Law Society TA10 and TA6 forms. All the data entered is done through the one platform completely branded to yourself. All emails asking the client to sign and complete information come from your email directly. The system will also use your existing letter templates.
AML and Source of funds: Using the same platform as above, you can perform anti-money laundering checks and PEP checks on your client. They can provide all the details to you while completing their welcome pack and going through an online liveness check. We also integrate with armalytix source of fund checks.
Secure and efficient task and matter management
Our conveyancing software offers an online case tracking feature that automates the publication of selected matter data to a secure website. This functionality allows your practice to provide information to private clients, estate agents, and referrers 24/7, without the need for phone calls or physical paperwork.
Key Features:
Single Data Entry: Minimise inefficiencies by entering vital data only once. The system automatically updates client profiles with any changes in their debt profiles, ensuring accurate and up-to-date information within the case management system.
Automated Matter Management: Track complex and essential matters, engage with clients, and efficiently manage day-to-day activities through a user-friendly system.
Document & Data Management: Boost productivity by accessing and producing critical documentation from a centralised digital library. The system indexes and organises documents, allowing easy searching and the ability to compile multiple case papers into a single, paginated PDF pack.
Task Management: Maintain excellent customer service with comprehensive communication and calendar management. Keep track of case activity, set reminders, and ensure important tasks are not overlooked.
Data Security: Manage all aspects of case and practice management within a secure environment, equipped with cutting-edge security measures. Safeguard sensitive data and ensure compliance. Additionally, streamline financial management by creating budgets, tracking billable hours, and generating accurate invoices and court papers.
Land Registry Integration and Online SDLT Submission
- Obtain all Land Registry documentation directly from our integration and have the extracts and results fall straight back into your case with Hoowla.
- Submit your AP1’s directly through our integration and manage all requisitions and critical cancellation dates directly from our AP1 dashboard giving full company overview.
- Requisitions manager area allowing full visibility and ease of replying to requisitions and being able to easily identify areas which still need addressing.
- Submit Stamp Duty online, with rates and calculations automatically calculated and always kept up to date.
Law Society accredited TA Forms
Enhance the efficiency and accuracy of completing TA Forms with our comprehensive solution.
Our digital TA forms encompass a complete catalogue, including Law Society-accredited TA6, and T10 forms, ensuring compliance with the CQS Conveyancing Protocol.
By leveraging our digital TA forms, you can instantly send the forms to your clients, enabling them to complete them at their own pace conveniently. Team members won’t have to retype information into multiple forms which is boring and prone to mistakes. Hoowla takes data already entered into the case management system and pre-populates the legal forms.
Furthermore, our solution facilitates digital signing, allowing clients to sign the forms and return them instantly electronically. This significantly reduces the time required for completion. Additionally, the self-validation feature of the forms ensures the accuracy of entered information, saving you time by minimising the need for subsequent corrections or clarifications.
Reporting and BI
Empower your firm with a robust suite of dashboards, reports, and business intelligence tools to comprehensively understand your firm’s performance.
Our reporting suite offers the ability to conduct an in-depth analysis of any data within the Hoowla Management Conveyancing software suite. This includes generating client reports covering various aspects of a purchase and providing valuable insights.
Take advantage of the flexibility to schedule reports to automatically run at specified times and dates. Additionally, these reports can be conveniently distributed to pre-defined contacts without manual intervention.
Not only that, the reports provided offer valuable assistance by enabling you to complete your PII (Personally Identifiable Information) renewal forms with a high level of accuracy. By using the insights and data within the reports, you can ensure that all the necessary fields are accurately filled out, reducing the chances of errors. This accuracy is crucial when dealing with PII, as it ensures that your clients’ personal information is correctly documented and protected during the renewal process.
Our comprehensive reporting capabilities allow you to view and use data-driven insights to make informed decisions, track key metrics, and optimise your firm’s performance.
Identity verification checks
Hoowla provides law firms with a tailored online platform designed to streamline and expedite the conveyancing process. Our ID facility which uses latest BioMetric technology ensures you are putting all important measures in place to ensure your clients are who they say they are.
Alongside the ID journey Hoowla also offer:
- AML Checks to include PEPS and Sanctions
- Quotation and referral system
- Client portals
- Conveyancing searches
Conveyancing Case Management FAQs
What is conveyancing case management?
How does conveyancing software help with conveyancing matter management?
What is conveyancing case management?
Conveyancing case management software is used by law firms and their clients to streamline conveyancing processes under one intuitive system. The best conveyancing software helps automate time-consuming tasks, meet and report on compliance and facilitate smooth legal transactions.
How does conveyancing software help with conveyancing matter management?
Legal practitioners can manage the entire conveyancing process efficiently and reduce both the workload and the number of hours required to complete a matter using conveyancing processes and bespoke workflows and actions provided by the solution.
Why choose our conveyancing case management?
Our conveyancing software is designed to empower your law firm with enhanced collaboration, agility, and efficiency. We offer a comprehensive solution that caters to your firm’s requirements.
Our software facilitates seamless integrations with reputable, third-party providers, including essential platforms like the Land Registry portal and renowned search providers such as Searches UK and Armalytix. This enables you to centralise your workstreams within a single platform, encompassing crucial functionalities such as conveyancing searches and Anti-Money Laundering checks.
By utilising our conveyancing software, you can streamline your operations, boost productivity, and ensure compliance, all while benefiting from a holistic solution tailored to your firm’s specific needs.
Benefits of our conveyancing case management
1
Ensures your law firm can meet the standards set in the Law Society’s Conveyancing Quality Scheme.
2
Improves your client’s experience by unlocking the power of a fully branded client portal. Digitally sign and send documents reducing your printed costs significantly.
3
Enables you to easily submit forms to Land Registry and Stamp Duty Land Tax without ever leaving your legal conveyancing software. Calculate fees automatically with 100% accuracy.
4
The software’s compatibility with Conveyancing and Re-mortgage referral bodies, panels and technologies means your firm can easily accept electronically forwarded volume work.
Trusted by hundreds of Conveyancing firms across the UK
Hoowla’s dedication to modernising legal service software has certainly been evident in their approach to the implementation of our specific requirements and we found their flexibility and willingness to work with us closely throughout the process very refreshing.
Fiaz Khalid,
With Hoowla we can send out welcome packs & documents in just a couple of clicks, saving valuable time.
David Jabbari,
Using Hoowla’s software has allowed Threemo to grow quickly and keep clients happy, while saving us time and making the whole conveyancing process more straightforward.
Nick Masheder,
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