By Legal Futures Associate Hoowla
Swansea Legal has built its reputation on delivering expert legal services with a client-first approach. Whether handling wills and probate, or complex legal matters, the firm has always prioritised efficiency, transparency, and accessibility. However, when it came to managing cases digitally, their previous software posed significant challenges. This led them to search for a more suitable system, one that aligned with their specific needs, which ultimately brought them to a LawtechUK event in Swansea, part of their legal tech roadshow.
The roadshow created a unique, hands-on environment for firms to explore cutting-edge legal technology, and it was here that Swansea Legal was introduced to Hoowla’s cloud-based case management software.
Attending events like the LawtechUK Roadshow gives legal professionals the opportunity to engage in meaningful discussions about the evolving needs of law firms and how technology can provide better solutions. These events are invaluable for firms looking to stay ahead of the curve, explore new legal tech, and collaborate with providers who understand their challenges. Swansea Legal’s experience at the event highlights the benefits of such interactions, leading to a partnership that has significantly improved their case management processes.
One of the biggest frustrations was the limited ability to customise workflows. The firm needed a system that could adapt to their specific processes for managing matters such as wills, probate, and lasting powers of attorney, all under one case type.
Training was another factor in their decision. Hoowla provided hands-on, tailored training, guiding the team through setup and ongoing support. This direct approach made the transition easy and ensured that their staff could confidently use the platform from day one.
Something worth noting, just like other firms, Swansea Legal have a unique team, some of whom prefer more traditional approaches to handling their cases, and having an adaptable approach to training and system flexibility has allowed Swansea Legal to implement digital tools at their own pace, ensuring that those who prefer modern, cloud-based solutions can benefit from them without disrupting established workflows.
Document management was another area where they were hindered due to unnecessary complications. Adding documents required multiple steps, including copying files to a local vault before uploading them to their previous system. This process was inefficient and prone to errors. With Hoowla, documents are easily uploaded and stored in one secure location, dramatically reducing administrative burden and improving workflow efficiency.
Similarly, their previous email integration left much to be desired. Emails had to be manually re-added to cases each time a conversation continued, creating extra work and increasing the risk of losing crucial correspondence. Additionally, the previous system added excessive metadata to case files, cluttering records and making information retrieval cumbersome. Hoowla’s email integration eliminates these issues by automatically linking relevant emails to the correct case without the need for constant reattachment.
Another feature they found particularly helpful when transitioning to Hoowla was our client importer. By taking their contacts from a spreadsheet and importing them directly into the system, it saved them valuable time and ensured they had immediate access to their full client list from day one.
Beyond solving these pain points, Swansea Legal was impressed with our ability to support their diverse case types and reporting needs. The firm wanted to manage various aspects of cases, including email and document storage, and multi-part transactions, all within a single, intuitive system. Hoowla delivered with its reporting features, enabling Swansea Legal to generate detailed custom reports that provide valuable insights into case progress, workload distribution, and client interactions.
Additionally, Swansea Legal needed flexibility in handling invoices and statement of account. Our advanced invoicing features allowed them to customise billing structures to fit their workflow. Unlike other systems that require firms to follow a single rigid approach, Hoowla enabled Swansea Legal to create cases with or without a quote, ensuring they weren’t locked into one style of working.
Since making the switch to Hoowla, Swansea Legal has experienced significant improvements in efficiency, document management, and client communication. The combination of our responsive support, adaptable workflows, and integrations has helped the firm in its operations while maintaining the personalised service their clients expect.
At Hoowla, we’re proud to partner with forward-thinking firms like Swansea Legal. Their commitment to high-quality legal services aligns perfectly with our mission to provide software that enhances efficiency without compromising on flexibility. This collaboration is just the beginning, and we look forward to supporting their continued growth.
If your firm is looking for a case management software solution that adapts to your needs rather than restricting them, we’d love to show you what Hoowla can do. Book a no-obligation case management demo with Adam Curtis today and discover a smarter way to manage your cases.
