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Collaboration is key to any successful business and conveyancing is no exception. To have a successful, streamline conveyancing process collaboration between surveyors, estate agents, the other solicitor and clients is essential.
But how do you maintain flowing communication and document sharing between everyone?
Hoowla’s conveyancing case management system enables you to give surveyors, estate agents, clients, even the other solicitor, access to your cases while you the conveyancer remain in complete control. You decide what information and what documents are seen by whom and what stays confidential.
Once you have granted them access to your case, they are able to not only see a clear view of the progress of the case, but they can also upload documents and complete tasks, keeping all the vital information in one place, Hoowla.
When everyone has a clear view of the progress, a clear view of the chain, everyone is kept update and can keep track of the process. Meaning, less people pestering you for information.
“Ocean Estate Agents and Ocean Property Lawyers have always had a good working relationship, but Hoowla’s software has made communication between the two teams more focused. Because the estate agents have access to Hoowla’s portal, they get live updates through Hoowla’s system and can leave notes for the property lawyers; this means the estate agents only need to contact the property lawyers with urgent matters.
Consequently, the estate agents are pestering less, and calls and emails between Ocean Estate Agents and Ocean Property Lawyers are down by around 50% in some offices.
Enabling Ocean Estate Agents, Ocean Property Lawyers, and our client’s access to Hoowla’s portal allows for transparency and flexibility – not only for us but for our busy clients too.
Hoowla has given everyone involved a better oversight of the whole process. Everything from the estate agents knowing when to chase clients to hit the ‘instruct’ button, to when to complete the client onboarding process, which has been accelerated with Hoowla’s built in ID and AML checks. It all means our two teams can spend more time getting the work done and achieving our number one goal – looking after our lovely clients.”
Chris Moody Associate Director at Ocean
Some conveyancing case management systems create more work for you. Hoowla’s conveyancing case management system streamlines the conveyancing process.
When the conveyancing process is more transparent to all, tasks get down quicker: you can save time with Hoowla. Workloads don’t remain still or stagnant with Hoowla, and your workload doesn’t build up. Having the technology which enables everyone to work together makes your job easier and faster.
“Hoowla’s system has nurtured collaboration between the estate agents that use hoowla and eg.law’s solicitors. Quoting clients, referrals and tracking referrals is much easier when the estate agents use Hoowla. Not to mention, when the estate agents use Hoowla, they ring our solicitors less.
Hoowla has also sped up our process and allows us to work more collaboratively in house. This is because Hoowla’s workflow allows our fee earners to pick up other fee earners cases. Hoowla’s workflow also helps our more junior staff to easily understand and follow the conveyancing process.
At eg.law we also love Hoowla’s tick boxes. My line in the office is – tick the box!!! The tick boxes are massively time saving.
All of which enables us, at eg.law, to give our amazing clients an efficient and diligent service.”
Debbie Everett Managing Director at eg.law
Summary
A good conveyancing case management system enables communication a great conveyancing case management system provides a clear view of the progress, fostering healthy collaborative relationships.