Moving Your Legal Accounting Into Hoowla

Hoowla’s legal accounting migration process helps firms move from disconnected or legacy systems into a fully integrated platform combining legal accounting and case management in one place. From accounting data migration through to onboarding and go-live support, Hoowla works with firms throughout the transition process.

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Switching legal accounting systems is a significant step for any law firm. Hoowla’s legal accounting migration process is designed to make that transition as straightforward and supported as possible, helping firms move from legacy or disconnected systems into a fully integrated platform.

By bringing legal accounting and case management together in one place, firms can streamline everyday workflows, reduce duplicate data entry, and gain greater visibility across matters and financial activity. From initial planning through to migration and onboarding, Hoowla works closely with firms throughout the process to help ensure a smooth transition with minimal disruption to day-to-day operations.

What’s Included

Integrated Legal Accounting

Bring accounting workflows directly into Hoowla so your teams can manage matters and financial activity from a single system.

Data Migration Support

Work with the Hoowla team to migrate your legal accounting data into the platform as part of the onboarding process.

Client & Office Account Workflows

Manage legal accounting processes including client account and office account activity within Hoowla.

Reconciliations & Reporting

Support day-to-day accounting operations with reconciliation and financial reporting capabilities.

Connected Case Management

Reduce duplicate data entry by linking accounting activity directly with your matters and workflows.

Guided Onboarding

Hoowla works with firms throughout the migration process to support implementation and transition planning.

Migration Process Section

Hoowla provides a range of legal accounting reports designed to support law firms in managing client money, monitoring financial performance, and maintaining structured accounting records.

1. Discovery & Planning

We work with your firm to understand your current setup, accounting processes, and migration requirements.

2. Data Review

Accounting data is reviewed and prepared for migration into Hoowla.

3. Migration & Validation

The migration process is completed with validation and testing to help ensure data accuracy.

4. Go Live

Your firm transitions onto Hoowla with onboarding support from the team.

Why firms migrate

Reduce duplicate systems and processes
Improve operational visibility
Connect accounting and conveyancing workflows
Simplify day-to-day legal cashiering
Centralise data within a single platform
Modernise legacy processes

BENEFITS

Clear, Structured Legal Accounting Reporting

Using Hoowla for legal accounting reporting helps firms maintain control and visibility across their financial data.

Generate reports directly from client and office accounting records
Reduce reliance on spreadsheets and manual report building
Maintain visibility of client money and office account activity
Access real-time reporting based on recorded transactions
Review financial data at both matter level and firm level
Support internal financial management and oversight

COMPLIANCE SECTION

Reporting That Supports SRA Compliance and Audit Requirements

Legal accounting reports play an important role in supporting compliance with regulatory requirements, including the management of client money and financial record keeping.

Hoowla’s reporting supports this by providing:

Structured reports based on client and office ledger data
Clear separation of client and office financial activity
Reports that support reconciliation processes
Accessible financial records for audit and review

By generating reports directly from recorded accounting data, firms can maintain consistent and traceable financial records in line with legal accounting requirements.