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Background

Smart Legal, established in 2012, is the go-to ally for all conveyancing needs. They’re a trusted partner, who provide top-notch legal support and guidance at every stage of the process. With their fast, friendly, and specialised conveyancing service, they ensure the home-moving journey is smooth and stress-free.

Challenge

Smart Legal had been with Osprey Case Management for some time, but now unhappy with the system and its inflexibility, decided to make the switch to Hoowla.

Smart Legal’s migration project was an ambitious undertaking, involving the transfer of critical data encompassing their accounts, case notes, emails, client information, and an array of documents.

All data needed to be transferred with little downtime so that their team could begin using the Hoowla system without interruption.

Solution

Smart Legal use Hoowla’s case management system to run all of their conveyancing cases, from generating the welcome pack, to editing and sending letters, documents, submitting Land Registry and carrying out post completion.

With an intuitive interface and comprehensive features at their disposal, our platform not only allowed Smart Legal to continue their operations but also empowered them to enhance their workflows and elevate their client service standards. The successful transfer of every piece of data validated the effectiveness of our migration process. Most importantly all Smart Legal’s historic postings were copied penny for penny, no balance brought forward on live matters but rather a complete copy of archived and live ledgers.  

Solutions Implemented:

  • Tailored Case Management System
  • Conveyancing Quote Calculator for introducer network

We are delighted with how Hoowla handled the migration of data and very much look forward to working with the Hoowla team for many years to come.

Mahinan PathmanathanHead of Operations

Results

Of noteworthy mention is the way the migration was flawlessly executed without causing any downtime. Recognising the significance of uninterrupted business operations, we devised a meticulous plan to complete the migration over a single weekend, which is our typical approach to all migrations. This tactical approach ensured a swift and efficient transition, enabling the Smart Legal team to seamlessly integrate into the new Hoowla system without any hitches. 

Our teams’ competence in managing data-rich migrations, coupled with their unwavering dedication to customer success, has set a new industry standard. Our ability to consistently replicate success across diverse migration projects, regardless of the source platform, underscores our commitment to delivering excellence. 

About Hoowla

Hoowla promotes a modern approach to conveyancing case management software.

The fully cloud based system includes full accounts, precedents and letters, search ordering, online SDL T submissions, dashboard reporting and more.

Request A Demo

To see how we can improve your firm’s efficiency and help you keep up to date with industry changes call us on 01792 687146 or click the ‘Watch Demo’ button.

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