A Better Start: Hoowla’s Digital Onboarding for Conveyancing

First impressions matter in conveyancing, and the onboarding stage sets the tone for the entire transaction. Hoowla’s conveyancing software is designed to remove early friction, speed up case initiation, and ensure clients feel supported from the very first step.

1. Simple Client Intake

Hoowla’s conveyancing software captures client details from your preferred starting point, whether that’s via a website form, a phone inquiry, or a follow-up email. Information such as contact details, property data, and transaction type feeds directly into the system, eliminating manual re-entry and reducing the risk of errors.

2. Instant, Accurate Quotes

With Hoowla’s customisable quote calculator, you can produce tailored, branded conveyancing quotes instantly. Calculations take into account property value, location, transaction type, and additional services, with the final quote delivered to clients by email, SMS, or the Hoowla portal.

3. Intelligent Follow-Up

If clients take time to respond, Hoowla’s automated follow-up messages provide timely reminders. This helps maintain momentum without additional effort from your team, ensuring potential instructions aren’t lost.

4. Automatic Case Creation

Once a quote is accepted, Hoowla’s conveyancing software automatically creates the client profile, opens the case file, and allocates relevant tasks. This allows the conveyancing process to start immediately, with workflows and documents ready to go.

5. Customised, Automated Workflows

Firms can design workflows that reflect their preferred processes, including generating pre-filled letters, onboarding packs, and forms. Each step can trigger the next, maintaining progress while allowing for personalisation where it’s most effective.

6. Accessible, Human Support

When assistance is needed, Hoowla’s support team is available directly, without ticket queues or delays. This ensures any technical or process questions are resolved quickly, keeping cases moving.

Why It Works

Hoowla’s conveyancing software isn’t about replacing the personal service conveyancers provide. By improving early-stage administration, firms can spend more time on client relationships and progressing cases. The process is flexible, allowing each firm to decide how much to automate and how much to handle directly.