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.

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.

• 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.

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.

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.

Alongside the ID journey Hoowla also offer:

1.  AML Checks to include PEPS and Sanctions
2.  Quotation and referral system
3.  Client portals
4.  Conveyancing searches