HMD Legal is a modern law firm specialising in residential conveyancing, built around clear communication, efficient processes, and a strong focus on client care.
Before launching the firm, members of the team had already worked with Hoowla in previous roles, so they came in with confidence in the platform. From day one, they implemented Hoowla to create consistent processes across the business, without losing the flexibility to work in a way that suits them.
That approach has allowed HMD Legal to build structured, reliable workflows that support fee earners, the accounts team, and clients throughout the entire transaction.
At the start of every new matter, Hoowla’s configurable workflows help the team set things up properly. Rather than forcing cases into a rigid template, HMD Legal has designed its own workflows with milestones that reflect how transactions actually progress in practice. These can be easily adjusted as needed, so the system evolves alongside the firm.
Automation plays a big role here, too. Key steps in the onboarding process, like sending welcome packs and client care letters, are triggered automatically at the right time. This keeps things moving without adding to the team’s workload and ensures every client receives a consistent, professional experience from the outset.
One of the biggest efficiency gains comes from Hoowla’s document automation. Documents are automatically populated with the client and matter data already stored in the system, removing the need to re-enter information multiple times. It saves time and significantly reduces the risk of errors.
On top of that, HMD Legal has created its own library of templates using custom entities. This means fee earners can quickly generate firm-approved letters and documents, keeping communication consistent across every case. Supporting documents are uploaded directly to each matter, so everything is stored in one place and easy to access whenever it’s needed.
As cases progress, Hoowla conveyancing software helps keep everything organised and visible. Fee earners can manage to-do lists, add notes, and track milestones, creating a clear record of what’s been done and what’s next. Enquiries are handled within the case itself, so all related information stays connected and easy to follow.
Email integration with Outlook means all correspondence is automatically linked to the relevant matter. This gives the team a complete view of communication history in one place, making collaboration easier and supporting compliance at the same time.
Clients also benefit from greater transparency. They can track the progress of their case online, see key milestones, and securely sign or upload documents. This cuts down on back-and-forth emails and phone calls, while giving clients a clearer sense of where things stand, something that’s especially valuable in conveyancing.
On the financial side, Hoowla brings everything together in one place. The team can manage invoices, payments, and outgoings directly within the system, with each transaction linked to the relevant matter. This makes it easier for fee earners and the accounts team to stay aligned from instruction through to completion.
For clients who want tighter control over costs, maximum spend limits can be set on matters, helping to avoid surprises and keep everything transparent. Built-in reporting also gives HMD Legal a clear view of performance, cash flow, and compliance across the business.
From a wider practice management perspective, Hoowla’s calendar tools make planning much easier. The completion calendar gives a clear overview of upcoming deadlines across sales, purchases, and remortgages, helping the team spot potential bottlenecks early. A separate, filterable calendar allows users to track tasks, reminders, and key dates by individual, making workload management more straightforward.
By bringing case management, communication, client interaction, and financial tracking into one platform, HMD Legal has created a more connected and efficient way of working. With flexible workflows, smart automation, and clear visibility across the business, the firm is able to maintain high service standards while continuing to scale in a sustainable way.
If you think you and your team would benefit from upgrading your conveyancing software, book a no-obligation software demo and see why Hoowla is quickly becoming the go-to choice for modern firms.
This article was submitted by Hoowla as part of an advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the advertiser and not those of Today’s Conveyancer.
