Challenge

Before adopting Hoowla, Saifee operated without a formal case management system. Matters were tracked through spreadsheets, inboxes, and manual processes, which worked but lacked visibility, efficiency, and consistency. Documents lived in multiple places, progress relied heavily on individual inboxes, and status tracking consumed valuable time. For a busy property-focused firm handling numerous transactions at once, this created unnecessary friction, added risk, and limited the firm’s ability to scale smoothly

Solution

Hoowla provided Saifee with a flexible, conveyancing-focused case management platform that gave the team a centralised home for every matter. From day one, they were able to organise key documents like Stamp Duty files, OS1 results, and e-DRS outputs, and assign tasks through built-in to-dos visible to the whole team. Clients benefited from a streamlined experience starting with Hoowla’s quote calculator and onboarding tool, which turned enquiries into instructed matters without duplication. Saifee customised letter and email templates to keep communications professional yet personable, and synced emails directly into Hoowla so correspondence stayed on the file rather than hidden in inboxes. They also added Hoowla’s legal accounts module, allowing them to manage ledgers, track completions, and reconcile accounts from within the system. Importantly, the team were able to adopt default workflows, tweak them to their preferences, and extend the benefits beyond conveyancing into Wills & Probate and Immigration, all without developer support.

Solutions Implemented:

• • Conveyancing Software
  • Conveyancing Quote Calculator

Results

With Hoowla in place, Saifee gained structure and visibility without losing their personal touch. Progress on matters is now transparent across the firm, reducing status-chasing and making handovers seamless. Document handling and task management have become simpler and more reliable, freeing up time for fee-earners to focus on client care. Clients receive a consistent, professional experience from the first enquiry through to completion, with faster updates and fewer delays. Integrated accounts and completion calendars help keep financial processes smooth and predictable. By embracing change pragmatically, Saifee has strengthened its ability to deliver fast, clear communication, enhancing its already strong reputation while making everyday legal work easier for the whole team.