THE PERFECT FIT FOR YOUR FIRM
No matter your role—whether you’re a wills and probate solicitor, office manager, legal executive, or in any other position—Hoowla wills and probate software effortlessly fulfils all the essential needs for firms. From managing matters and contacts to recording time, scheduling, communicating with clients, invoicing, and beyond.
Onboard & collaborate with clients effectively
Experience seamless client onboarding with Hoowla’s client relationship management (CRM) solution. Our automated client intake forms and direct integrations ensure a hassle-free process. Stay connected and informed with our secure online portal for real-time updates on family law cases.
Eliminate repetitive tasks
Simplify the collection, review, and organisation of legal documents for your family law firm with Hoowla’s customisable task lists and templates. Our free template library includes essential family law forms like client care letters and intake forms, making them easy to access and manage.
Never miss a deadline
Take charge of your schedule and ensure you never miss important submission deadlines, court dates, or key appointments. Hoowla’s legal calendaring and flexible to-do items empower you to stay organised and on top of your tasks effectively.
Integrate with the rest of your tech
Benefit from our seamless integration with industry-trusted providers and platforms like Outlook and Word. Furthermore, with Hoowla’s custom APIs, we can establish connections with your existing systems, creating a comprehensive technology ecosystem tailored to meet the specific needs of your firm.
Trusted by hundreds of legal professionals across the UK
I’m so relieved to finally be using a nice, clear, straightforward case management system.
– Ellen Cooper
The team at Hoowla have been very supportive both in the pre and post roll out stages. They have helped advise on, design and deliver enhanced processes across the business and we are delighted with the progress made so far.
– Jon Batchelor
Hoowla have been very helpful from the start. They have made the switch from our old system as seamless as possible. Their help in setting up the holiday refund form has made the world of difference to the client experience and time taken to open a file.
– Nathan Hennah
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Wills and Probate Software FAQ's
What is wills and probate software?
What are the common features of Case Management Software?
What are some of the benefits of Case Management Software?
How do firms choose a Case Management Software?
What is wills and probate software?
Hoowla’s wills and probate software is designed to bring ease and care to the management of cases and client relationships. By using Hoowla’s software, probate professionals can focus on their clients, knowing that essential tasks are handled with precision and care.
With Hoowla’s case management solution, client onboarding becomes a seamless and personalized experience, gathering all necessary information in one step and integrating it smoothly into document-intensive probate workflows. This allows professionals to concentrate on what matters most: guiding their clients through sensitive times.
Managing the firm is effortless with Hoowla’s wills and probate software, enabling solicitors and other professionals to better manage their time, workload, and, most importantly, their clients. This software empowers them to provide compassionate, dedicated support, ensuring their clients receive the attention they deserve.
What are the common features of Case Management Software?
Experience the care of top-tier wills and probate software, designed with four essential features that prioritise the well-being of legal professionals and their clients.
With cloud-based matter and document management, probate solicitors can securely store critical files and access them anytime, anywhere. Whether they’re in court or meeting with clients, they can confidently retrieve the necessary information, ensuring a smooth and efficient legal process.
Stay organised and compassionate with advanced calendaring capabilities. Wills and probate professionals can easily manage their schedules, reducing the risk of missed deadlines and ensuring that no client is left unsupported. Every appointment and task is accounted for, guaranteeing a thoughtful and attentive approach to each case.
By integrating essential tools like Outlook and Word, probate solicitors can create a connected tech ecosystem that enhances efficiency and convenience. Their software becomes an all-in-one hub for wills, estate planning, probate documents, client communications, and upcoming appointments. This seamless integration fosters streamlined workflows and compassionate client care.
Finally, Hoowla’s wills and probate software goes beyond case management by simplifying billing and client accounting. By automating invoice creation and integrating accounting systems, solicitors can spend less time on administrative tasks and more time providing attentive and dedicated support to their clients, demonstrating a commitment to caring for both legal professionals and those they serve.
What are some of the benefits of Case Management Software?
Wills and probate software empowers solicitors and professionals in the firm to achieve more with less effort, offering three key benefits: more time, reduced hassle, and minimised errors.
Time is invaluable for probate lawyers, and this software streamlines workflows with automated forms, customisable fields, and task lists. This allows solicitors to dedicate more time to their clients during sensitive times, such as handling wills and estate matters, rather than being bogged down by administrative tasks.
The software simplifies the administrative workload by centralising and organising crucial client data in one easily accessible location. It even streamlines client billing and payment processes, eliminating hassles and allowing lawyers to focus on guiding their clients through complex probate and estate cases.
With more time and fewer administrative barriers, probate solicitors can concentrate fully on their clients’ cases. This leads to a reduction in errors and missed deadlines, ensuring that each client receives the highest level of care and attention.
Experience the benefits of wills and probate software, enabling legal professionals to optimise productivity, minimise administrative challenges, and deliver exceptional support to their clients.
How do firms choose a Case Management Software?
Every wills and probate firm has its own unique approach when it comes to choosing the right software solution. Some may be interested in exploring a free trial of probate software, while others prefer to carefully evaluate their specific needs and budgetary considerations.
The first step for any probate firm is to identify the challenges they face on a daily basis. This helps determine the essential capabilities they require, providing a solid foundation when considering new software options.
However, it’s important to remember that features alone aren’t everything. Leading wills and probate firms understand the value of an ongoing relationship with their software provider. They prioritize exceptional customer service and a commitment to continuously improving their experience, making their work as seamless as possible.
Ultimately, they seek a provider who shares these values and qualities—someone who truly cares about their customers’ needs and goes the extra mile to deliver outstanding service. Just like us at Hoowla.
Wills & Probate Compliance Area
Our platform addresses the emotional stress often tied to compliance, offering automated tools to meticulously track crucial deadlines, maintain document precision, and ensure adherence to the ever-evolving regulations governing wills and probate.
With Hoowla, you can confidently guide your clients through these emotionally charged scenarios, knowing that your cases remain compliant.
This not only saves you time but also eases the emotional burden of compliance-related stress, allowing you to provide valuable support to those going through these sensitive processes.
Wills Act 1837
Administration of Estates Act 1925
Inheritance Tax Act 1984
Probate Rules
Family Provision Claims
Court of Protection
Wills Act 1837
This act provides the legal framework for creating and executing a valid will. It outlines the requirements for a will to be legally binding, including the need for a testator to be of sound mind and for the will to be in writing and signed by the testator in the presence of witnesses.
Administration of Estates Act 1925
This act governs the distribution of an individual’s assets after their death, including the appointment of executors and administrators and the process for handling debts and liabilities.
Inheritance Tax Act 1984
This legislation outlines the rules and regulations governing inheritance tax, including exemptions and allowances that affect the taxation of an estate.
Probate Rules
The Non-Contentious Probate Rules, part of the Civil Procedure Rules, provide procedures for applying for probate or letters of administration, as well as the administration of estates.
Family Provision Claims
Under the Inheritance (Provision for Family and Dependents) Act 1975, certain individuals can make claims against an estate if they believe they have not been adequately provided for in the will.
Court of Protection
The Mental Capacity Act 2005 and associated regulations govern the protection of individuals who lack mental capacity, often involving the appointment of deputies to make decisions on their behalf.
Disclosure and Record-Keeping
Data Protection
Professional Conduct Rules
Law Society Guidelines
Anti-Money Laundering Regulations
Trust Regulations
Disclosure and Record-Keeping
Legal professionals are required to maintain detailed records of their activities and financial transactions related to estates, including the preparation of estate accounts.
Data Protection
Compliance with data protection laws, such as the Data Protection Act 2018 and GDPR, is essential when handling personal data and sensitive information related to clients and estates.
Professional Conduct Rules
Solicitors and legal professionals handling wills and probate cases must adhere to the rules and codes of professional conduct established by their respective legal bodies, such as the Solicitors Regulation Authority (SRA) or the Bar Standards Board.
Law Society Guidelines
The Law Society of England and Wales provides guidelines and practice notes related to wills and probate, ensuring compliance with best practices.
Anti-Money Laundering Regulations
Legal professionals must comply with AML regulations and perform due diligence when dealing with financial transactions, especially in cases involving high-value estates.
Trust Regulations
When dealing with trusts established as part of an estate plan, legal professionals must adhere to the laws and regulations governing trusts, such as the Trustee Act 2000.