People

This guide will look at how you can invite a person to track a case. This means that the person can view progress add documents add […]

This guide will look at entities and what they do in Hoowla.  Once you have read the below you may also wish to read Creating Document […]

You have the ability to record the ‘Source of intro’ in a person/company card, which details where they came from. This is incredibly useful to record […]

Within the people section of Hoowla you are able to create a person card and a company card. There may be times when you need to […]

This guide will look at the how to delete a persons record in Hoowla. This is in case you have made a mistake or the person […]

The following guide outlines how to merge duplicate client records in your People area for instances where a clients details have been recorded more than once. Merging duplicate records […]

This guide provides an overview of what these filters do and some ways in which they can be used. There are a number of filters available […]

This guide will take you through how to create and edit a Person Card. Your people records comprise of all the people you and your firm deal […]

This guide will take you through generating a conveyancing quote for your client and then instructing them and creating a new conveyancing case in Hoowla. There […]

This guide will take you through sending a conveyancing quote to a client.  Hoowla allows you to take an email address for the client to send […]