Hona works alongside Filevine. Filevine 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 phase change sends the client an update. Messages, documents and mapped form answers flow back to the project, and Hona can create Filevine tasks.
How Hona works alongside Filevine 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 project changes phase
When a project moves to a new phase in Filevine, Hona moves the client's case tracker and sends the update you wrote for that phase. 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.
Tasks for your team
Hona can create tasks in Filevine. A Hona automation can open a Filevine task when a form is submitted, a call ends, a message arrives, a phase changes, or a document is uploaded.
Settlement payouts
Hona Disbursements, powered by Confido Legal, 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 Filevine and Hona
| Direction | What moves | Where it lands |
|---|---|---|
| Filevine to Hona | Projects with the Hona Enabled field set, with name and project type | Hona projects and project types |
| Filevine to Hona | Phase | Hona phases and the client's case tracker |
| Filevine to Hona | Client contact details, plus extra contacts from Parties or form fields | Hona contacts, with roles (Filevine stays the source of truth) |
| Filevine to Hona | Team assignments and custom fields you map | The case in Hona |
| Hona to Filevine | Two-way text messages, including Lia's | Notes on the project |
| Hona to Filevine | Notification history and form submissions | Notes on the project |
| Hona to Filevine | Client files and documents from texts, forms and e-signatures | Attachments in the project's Docs tab |
| Hona to Filevine | Form answers you map | The matching Filevine fields |
| Hona to Filevine | Tasks created by Hona automations | Filevine tasks, with subject, details, due date and assignee |
How to set up the Filevine integration
- A Filevine Account Admin activates the Hona integration under Advanced, then Integrations.
- Create a Hona service account and a Personal Access Token for it, and extend the token to its maximum expiration, about one year.
- In Hona, open Company Settings, then Integrations, click Update Connection on the Filevine tile, and enter the token and your Base URL (https://yourfirm.api.filevineapp.com).
- Map project type, phase, the Hona Enabled field and contacts, and preview a few projects.
- Your Hona account manager finalizes the connection and turns on nightly syncs.
Frequently asked questions
Can Hona create tasks in Filevine?
Yes. You choose the trigger, the task subject and details, a due date, and the assignee. Activity is logged under a Hona service account, so your team can see what came from Hona.
Can more than one person on a case get updates?
Yes. Hona can pull additional contacts from Filevine Parties or form fields, each with a role. Mapping an opt-out field, such as one marking a deceased client, stops updates to that contact.
Why did our Filevine sync stop?
The most common cause is an expired Personal Access Token. Extend it to the maximum when you create it, renew it before it expires, and enter the new token in Hona.
Can Hona update records in Filevine?
Yes. Lia can update Filevine records as part of a playbook when your firm wants her to, and answers to Hona forms can update fields on the project. Hona's integration also logs the client's text conversation to the project.
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