HMD Legal

Challenge

As a growing conveyancing practice, HMD Legal needed a system that could support expansion without creating operational bottlenecks. The firm wanted to:

• Standardise processes while maintaining flexibility
• Reduce repetitive manual tasks and duplicated data entry
• Keep communication and documentation organised in one place
• Improve collaboration between fee earners and accounts
• Give clients greater visibility into their transactions
• Maintain compliance and oversight as the business scaled

Without the right systems in place, these challenges could lead to inefficiencies, inconsistent communication, and increased administrative workload.

Solution

HMD Legal used Hoowla to create tailored workflows that reflect how conveyancing transactions progress in practice. Rather than relying on rigid templates, the firm built flexible milestones and processes that can evolve alongside the business.

Key features and workflows included:

• Workflow automation to trigger onboarding tasks such as welcome packs and client care letters automatically
• Document automation to populate forms and documents using existing client and matter data, reducing duplication and errors
• Custom template libraries for consistent, firm-approved communication across all cases
• Centralised case management where notes, enquiries, milestones, and supporting documents are stored together
• Outlook email integration to automatically link correspondence to the correct matter
• Client portal access allowing clients to track progress, upload documents, and sign paperwork securely online
• Integrated financial management for invoices, payments, outgoings, and spend tracking within each matter
• Built-in reporting and calendars to improve visibility of workloads, completions, compliance, and cash flow

By bringing these functions together into one platform, Hoowla helped HMD Legal create a connected and efficient way of working across the entire firm.

Solutions Implemented:

• • Tailored Case Management System
  • Conveyancing Quote Calculator

Results

By implementing Hoowla across the firm, HMD Legal has created a more efficient and scalable conveyancing operation with stronger consistency across every stage of the client journey. Automation has reduced administrative workload and minimised errors, while centralised case management and integrated communication tools have improved collaboration between teams and made it easier to maintain compliance. Clients benefit from greater transparency through online case tracking and secure document sharing, reducing unnecessary back-and-forth communication. With improved visibility over workloads, deadlines, financials, and performance, HMD Legal is able to maintain high service standards while continuing to grow sustainably.