Legal Accounts Migration For Law Firms

Move your legal accounting data into Hoowla with a structured, supported migration process.

Switching legal accounting systems can feel like a big step. Your firm needs confidence that client balances, office transactions, ledgers, matters, people, and key records are moved carefully, checked properly, and ready for your team when you go live.

Hoowla’s legal accounts migration process is designed to help firms move from legacy or disconnected systems into one integrated platform for case management and legal accounting.

Book a demo

Moving Your Accounting Data Into Hoowla

Your accounting data sits at the heart of your firm. It connects client money, office activity, billing, reporting, compliance, and day-to-day matter management.

That is why Hoowla’s migration process starts before the data is received. Once your firm confirms that a migration is moving ahead, our team works with you, or your IT provider, to arrange a secure transfer of the data. This may be supplied as a database backup, CSV files, Excel worksheets, or another agreed format.

Once we can review the data, we will give an indication of the likely migration timescale. Every migration is different, even when firms are moving from the same previous system, so this is treated as an estimate rather than a fixed promise.

What Can Be Migrated?

Legal accounts migrations often involve more than just financial data.
Depending on your current system, data structure, and firm requirements, Hoowla can help migrate key information such as:

Client and Office Accounting Data

Move your legal accounting records into Hoowla so your team can manage financial activity from the same system used to run cases.

Matters and Case Information

Bring across the matter data your teams need to continue working with confidence after go-live.

People and Contact Records

Transfer client, introducer, fee earner, and other key people data where required.

Ledger and Transaction History

Support continuity by migrating the financial records needed for reporting, reconciliation, and day-to-day account management.

Documents and Supporting Data

Where required, Hoowla can also support wider data migration, including document history and related case information.

Book a Demo

To learn more about our migration process and for what information we can transfer, book a no-obligation demo

Book a demo

A Migration Process Built Around Your Firm

No two law firms work in exactly the same way.
Different systems store data differently, and each firm has its own priorities, workflows, reporting needs, and compliance requirements.
Hoowla works with your firm throughout the process to understand what data needs to be brought over and how it should appear in your new system.

1. Data Transfer Planning

Before development begins, Hoowla arranges how the data will be transferred from your existing system. We will work with your firm or IT team to understand what can be provided and in what format.

2. Data Review and Timescale Estimate

Once the data is available, our team reviews its structure and complexity. This helps us give your firm an estimated timescale for the development and migration work.

3. Migration Development

Our developers then begin the process of mapping and moving your data into Hoowla’s accounting and case management system. During this stage, we may contact your firm with questions to make sure the migration reflects how your team needs to work.

4. Internal Testing and Validation

When the migration work is complete, we test the data carefully. Accounting information is checked against the financial reports supplied by your firm to help confirm that records have been transferred correctly.

5. Your Review

Once we are happy with the migration internally, our client success team will walk your firm through the migrated data. This gives you the opportunity to review the setup, ask questions, and confirm that the data is ready for go-live.

6. Go-Live Planning and Post-Migration Support

After sign-off, we agree the final go-live date and coordinate with your firm, and your IT team where needed, to plan how the final data will be collected and migrated over the go-live period.

Once your firm is live in Hoowla, the developer who worked on the migration remains available to support any migration-related questions or feedback that arise in the following weeks.

LPL Easily customises Hoowla Conveyancing Software

★ ★ ★ ★ ★

We are thrilled with the outcome of migrating our accounting operations to Hoowla’s platform. Adam and his team delivered our migration on time by strategic planning, demonstrating excellent competency and skill. Post-migration, we have been very well supported by the Hoowla team and are already experiencing many efficiency savings within our accounts function, which is naturally pleasing.

— Jordan Johnson, Accounts Team Manager, LPL

Why Firms Move Their Legal Accounts To Hoowla

Firms migrate their legal accounting into Hoowla because they want a more connected way to manage case work and financial activity.

Bring case management and legal accounting into one system

Reduce reliance on disconnected platforms and duplicated data entry

Improve visibility across matters, ledgers, and financial activity

Support reconciliation and reporting from structured accounting data

Give teams access to the information they need in one place

Move away from legacy systems with guided migration support

Designed To Reduce Disruption

Moving accounting systems should not mean losing momentum across your firm.

Hoowla’s process is designed to keep the transition structured and supported, with clear planning before go-live and support available afterwards. The aim is to help your team move into Hoowla with the data they need to continue working, reporting, reconciling, and managing matters from one connected system.

Legal Accounting That Works With Your Cases

In Hoowla, accounting is not treated as a separate process. Financial activity is connected to the matters, people, and records your teams work with every day.

This helps firms maintain clearer visibility across client and office accounts, while supporting the reporting and audit trails needed for legal accounting.

Migrate Your Legal Accounts With Confidence

Hoowla works with firms throughout the migration journey, from initial data review through to testing, go-live, and post-migration support.

If your firm is considering moving legal accounting into Hoowla, speak to our team about your current system, your data, and what you need from the migration.

Book a no-obligation demo