Using custom API’s and Webhooks alongside case management

DezrezLegal is an award winning and highly reputable company specialising in residential conveyancing since 2010.

In 2022 they made the decision to move from their existing case management system supplier because they felt that they needed a more client focussed and innovative system, which would enable them to streamline their processes and demonstrate the exemplary levels of commitment to the delivery of exceptional client service that has earned them a leading position in the conveyancing industry. Following an extensive review of a number of alternative case management system suppliers, the Directors of the company were unanimous in their decision to work with Hoowla.

Integrating Hoowla’s APIs into Dezrez’s estate agent platform enables seamless data sharing between the two systems, capturing the complete lifecycle of a property sale from estate agent to conveyancer and through to completion. Webhooks, in contrast, facilitate real-time notifications from one application to another. By incorporating Hoowla’s Webhooks, DezrezLegal receives immediate updates on changes made to a sale, including contract signatures and completion dates, thereby enabling faster response times and informed decision-making, ultimately improving business performance. The DezrezLegal team were able to set up their APIs and Webhooks independently, using their own in-house specialist.

DezrezLegal has adopted a comprehensive approach to leveraging Hoowla’s technology, utilising more technical features and collaborative, customer-centric offerings. The use of Hoowla’s client portal has notably enhanced clients’ digital onboarding experience, allowing for easy tracking and sharing of documents throughout the property sale process.

Furthermore, the client portal has streamlined DezrezLegal’s workflow, facilitating bulk uploads, document reviews and task delegation between team members. By harnessing these features, DezrezLegal has successfully managed high transaction volumes while maintaining exemplary professionalism and customer service. In addition to being able to delegate tasks, by using Hoowla’s automated workflow rules, DezrezLegal can automatically create and assign tasks to teams and individuals. Not only that, but managers can also report in real-time on any workflow for team members.

DezrezLegal also have chosen to use Hoowla’s accounting features to simplify and optimise their financial management processes. One fundamental way they leverage these features is through the invoicing functionality, which allows them to create and send invoices to clients within the Hoowla platform. This has streamlined the billing process, reducing the time and resources needed to generate and track invoices manually.

If you would like to see Hoowla in action, you can book a free, no-obligation demo here.

This article was submitted to be published by Hoowla as part of their advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the submitter and not those of Today’s Conveyancer.

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