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Case Workflows
Consistency & Control – Your Way.

Take the guesswork out of case progression with Hoowla’s customisable case workflows. Whether you’re mapping out a new process, refining existing steps, or assigning tasks to the right people at the right time, Hoowla makes it easy to keep every case moving smoothly without needing a developer.
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Type of Demo:
How did you hear about us?

Case Workflows
Consistency & Control – Your Way.

Take the guesswork out of case progression with Hoowla’s customisable case workflows. Whether you’re mapping out a new process, refining existing steps, or assigning tasks to the right people at the right time, Hoowla makes it easy to keep every case moving smoothly without needing a developer.
Arrange a Live Demo






Type of Demo:
How did you hear about us?

Hoowla case management software workflow for conveyancing
Remove Slow Manual Processes

Automate routine tasks such as document preparation, data entry, and case updates.

Alleviate High Administrative Burden

Reduce the administrative burden through automation of repetitive tasks.

Easily Manage Multiple Cases

Use real-time tracking to manage multiple cases efficiently.

Manage Client Expectations

Provide clients with access to their case status and regular updates.

Adapt to Growth

Easily adjust and expand workflows to accommodate firm growth.

See Workflows In Action
Book a Hoowla Demo >>
Remove Slow Manual Processes

Automate routine tasks such as document preparation, data entry, and case updates.

Alleviate High Administrative Burden

Reduce the administrative burden through automation of repetitive tasks.

Easily Manage Multiple Cases

Use real-time tracking to manage multiple cases efficiently.

Manage Client Expectations

Provide clients with access to their case status and regular updates.

Adapt to Growth

Easily adjust and expand workflows to accommodate firm growth.

See Workflows In Action
Book a Hoowla Demo >>

Workflow Templates

Pre-Configured Templates

Hoowla offers a range of pre-configured workflow templates for common case types such as conveyancing, litigation, probate, and more. These templates can serve as a starting point.

Custom Templates

Users can create their own templates from scratch to fit the unique needs of their practice or a specific type of case.

Task Management

Task Creation

Define tasks within the workflow, including detailed descriptions, due dates, and assigned personnel.

Sequential & Parallel Tasks

Set up tasks to be completed sequentially or in parallel, depending on the requirements of the case.

Task Dependencies

Establish dependencies between tasks to ensure that certain tasks are only initiated once prerequisite tasks are completed.

Automation

Automated Triggers

Configure automated triggers for tasks based on specific actions or events, such as document uploads, client responses, or reaching a particular stage in the case.

Automated Reminders

Set up automated reminders and notifications for upcoming deadlines or pending tasks to ensure nothing is overlooked.

Customisation Options

Custom Fields

Add custom fields to capture specific data points that are relevant to your workflows, ensuring all necessary information is collected.

Conditional Logic

Implement conditional logic to handle different scenarios within a workflow, allowing for more complex and dynamic case management.

Collaboration & Communication

Team Collaboration

Assign tasks to different team members and facilitate collaboration within the workflow. Team members can add comments, share documents, and update task statuses.

Client Involvement

Integrate client-facing tasks where necessary, such as document submissions or approvals, to keep clients engaged and informed.

Monitoring & Reporting

Real-Time Monitoring

The dashboard allows you to track the progress of each workflow in real time, allowing you to identify any bottlenecks or delays immediately.

Reporting

Generate reports on workflow performance, task completion rates, and other metrics to analyse efficiency and identify areas for improvement.

See our workflows in action

See how Hoowla’s Case Management Software can help your firm get organised
with a demonstration from the Hoowla CEO, Adam Curtis.
See Hoowla in action

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