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LPL, a division of Read Roper and Read Solicitors, have migrated to Hoowla’s legal accounts software

July 11, 2024EmilyCustomer Stories, News, News & Press Releases

LPL is a team of talented individuals based in central Manchester dedicated to delivering quality conveyancing. The company’s goal is to simplify the property transaction process for its clients.

In 2017, LPL adopted Hoowla’s case management system to enhance its exceptional services. Like Muve, LPL recently transferred its accounting operations to Hoowla’s platform from Quill Pinpoint, creating a unified system for its operations.

LPL faced unique challenges during the migration process, particularly in accurately transferring a large volume of historical data. However, Hoowla’s team, with their expertise and dedication, addressed LPL’s needs, ensuring all necessary features were integrated into the system. The migration involved transferring the entire history of postings spanning 7 years to Hoowla without carrying forward any balances, significantly enhancing compliance.

Hoowla’s legal accounting software offers an advantage by integrating client and office accounting on a single screen within its case management platform. This integration simplifies financial management, enabling users to monitor transactions and track expenditures effortlessly. Hoowla’s user-friendly design allows LPL’s accounting team to quickly adopt the platform, thanks to its intuitive and easy-to-navigate features. The system’s adaptability allows LPL to configure it to its specific workflows, promoting cross-departmental collaboration and ensuring compatibility with their unique processes.

LPL’s accounts team manager, Jordan Johnson, said, “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”.

LPL’s legal accounts team can reconcile and generate custom reports directly within Hoowla, further streamlining financial management processes. Additionally, Hoowla promptly notifies the fee earner and their team upon depositing the funds into the client account. This reduces the need for extensive email exchanges between the fee earner and the accounts department. Hoowla ensures LPL’s adherence to legal requirements, incorporating features designed to meet industry regulations and standards. With Hoowla, LPL can confidently manage its finances and ensure compliance with data security measures and accounting regulations.

The Hoowla team performed the heavy lifting for LPL to get the case data transferred, matched, and accounted for. We encourage all firms to communicate their migration needs to us before we begin to ensure a stress-free and enjoyable experience for our clients.

One notable achievement we would like to highlight is the successful migration of legal accounting software for LPL and Muve, prominent conveyancing companies handling many of the UK’s property transactions through Hoowla. During this period, there was a risk that a considerable number of transactions could have been slowed down or disrupted.

However, our team worked tirelessly to ensure every transaction was completed without interrupting the firms’ clients. Remarkably, both firms experienced less than half a day without a system to post to, as the data copy started midday on Friday and was completed over the weekend. At Hoowla, we are incredibly proud of our team’s dedication and motivation to complete these migrations with finesse and within their deadlines.

If you’re considering a new case management system and want to consolidate your accounts, book a free, no-obligation case management demo with Adam Curtis to discuss your legal account software needs.

Previous post Muve have migrated from Quill to Hoowla’s legal accounts software for a unified system Next post The Law Society: Sign up to take part in TA6 form consultation

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