Hona works alongside CASEpeer. CASEpeer stays the system of record, and Hona does the follow-up: Lia, Hona's AI case agent, keeps clients in treatment and chases provider offices, and each case status change sends the client an update. Client texts, notification history and AI Receptionist call summaries land on the case as CASEpeer notes, and client files arrive on the case as attachments.
How Hona works alongside CASEpeer in pre-litigation
Lia runs your firm's playbooks. Hona ships standard playbooks for care coordination, provider follow-up and escalations, and Hona's forward-deployed team builds custom playbooks with your firm. Your team can change any playbook in plain language.
Treatment follow-up
Lia's care coordination playbook texts clients before appointments, confirms each visit, and picks up new providers. When a client misses an appointment and goes quiet, Lia escalates to the case owner with the reason and a priority. Visits show on the Treatment tab in Hona.
Provider bills and records
Lia's provider follow-up playbook emails provider offices for attendance, itemized bills, balances, CPT and ICD codes, letter of protection status and records, using the client's signed HIPAA authorization, and keeps following up until the office answers.
Client updates when a case changes status
When a case moves to a new status in CASEpeer, Hona moves the client's case tracker and sends the update you wrote for that stage. Clients read it by text with a link, no app required, and Lia answers "where's my case?" texts from your FAQs at any hour.
Settlement payouts
Hona Disbursements pays the client, medical providers, lien holders and vendors from Hona. An approver at your firm releases every payout, and the client verifies their identity before choosing an instant debit card payout or direct deposit.
What syncs between CASEpeer and Hona
| Direction | What moves | Where it lands |
|---|---|---|
| CASEpeer to Hona | Cases with Hona connected (the Connect Hona button on the case) | Hona projects |
| CASEpeer to Hona | Case status, and case status or language for project type | Hona phases, project types and the client's case tracker |
| CASEpeer to Hona | Client contact details | Hona contacts (CASEpeer stays the source of truth) |
| CASEpeer to Hona | Workers on the case, by role | The team shown on the case |
| Hona to CASEpeer | Two-way text messages, including Lia's | Case notes |
| Hona to CASEpeer | Notification history | Case notes |
| Hona to CASEpeer | Client files and documents | Attachments on the case |
| Hona to CASEpeer | Form answers you map | The matching CASEpeer fields |
| Hona to CASEpeer | AI Receptionist call summaries for existing clients | Case notes |
Answers to Hona forms can update fields on the case.
How to set up the CASEpeer integration
- In CASEpeer, open Account Settings from the gear icon, find the Hona tile, and click Manage.
- Copy the API key and make sure Enable is checked. Optionally turn on "Default Hona connection on" so new cases connect automatically.
- In Hona, open Company Settings, then Integrations, click Connect on the CASEpeer tile, paste the key, and save. The tile shows Connected, Inactive, and no client gets an update yet.
- Map project type, phase and Hona Enabled, then test a case with a manual sync.
- When you are ready, your Hona onboarding or customer success manager activates the integration, and you can connect all existing cases from the Hona tile in CASEpeer.
Frequently asked questions
What does Hona write back to CASEpeer?
Hona logs two-way text messages, Lia's included, and notification history as CASEpeer case notes, and client files arrive on the case as attachments. Answers to Hona forms can update fields on the case, and Hona writes an AI Receptionist call summary to the case when a caller matches an existing case.
How do we stop Hona updates for one client?
Click Disconnect Hona on that case in CASEpeer. Because CASEpeer has no custom fields, the Connect and Disconnect Hona button is how you control which cases receive updates.
Does the AI Receptionist log calls to CASEpeer?
Yes. Hona's AI Receptionist answers calls around the clock in 31 languages. When a caller matches an existing case, the call summary is posted to that case as a note.
How quickly does a status change reach the client?
Hona syncs with CASEpeer every night, and the updates it triggers go out the next day. Your team can sync one case by hand for an immediate update.
Can Hona update records in CASEpeer?
Yes. Lia can update CASEpeer records as part of a playbook when your firm wants her to, and answers to Hona forms can update fields on the case. Hona's integration also logs the client's text conversation to the case.
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