Hona for GrowPath firms

Hona works alongside GrowPath. GrowPath stays the system of record for every matter. Hona is the system of action: its AI case agent, Lia, runs your firm's playbooks to do the follow-up work of personal injury pre-litigation, from intake through treatment, records, settlement and payout, and logs what happened back to the GrowPath matter.

How does Hona work with GrowPath?

Hona connects to your GrowPath account, reads each matter, works it with the client and their medical providers, and writes the results back to the matter as notes and attachments. When a matter's case status changes, Hona moves the client's case tracker, sends the update you wrote for that status, and starts the playbook for that phase.

GrowPath stays the source of truth for case and contact data. Your team keeps working in GrowPath, and the matter gets more complete, because every client conversation lands on it.

What syncs between GrowPath and Hona?

What is a Hona playbook?

A Hona playbook is your firm's standard operating procedure, written so Lia can run it. It says when it starts, such as a matter reaching a case status; what Lia does, in plain language; and when it stops, such as records received or a person on your team taking over.

Escalation rules live inside the playbook, written the way you would say them: "Escalate to the case owner, high priority, when the client mentions a new injury."

Hona ships standard playbooks for care coordination, provider follow-up and escalations. Hona's forward-deployed team builds custom playbooks with your firm, and your team can read and change any playbook in plain language.

How does Hona work alongside GrowPath at each stage of pre-litigation?

1. Intake and sign-up

The jobs are to answer every call, qualify the lead, capture the facts, get the retainer signed, and open the matter.

• Hona's AI Receptionist answers calls around the clock in 31 languages, screens new injury callers, and sends your team a transcript and summary of every call.
• Intake forms go out by text with e-signature, and Lia's intake playbook follows up until the documents you need arrive.
• Once the matter is open in GrowPath with a matter type you have mapped, it syncs into Hona under that project type.

2. Onboarding the client

The jobs are to explain what happens next, gather the accident details, insurance information and list of providers, and get authorizations signed.

• Forms collect the details by text. Answers you map update fields on the GrowPath matter, and each submission is logged as a note.
• Photos, police reports and signed documents arrive as attachments on the matter, filed under Client upload and labeled as uploaded from Hona.
• The client gets a case tracker that shows their GrowPath case status in plain language. No app is required. Updates arrive by text with a link.
• Clients who are minors, or who have a date of death recorded in GrowPath, are opted out of automatic updates.

3. Getting the client through medical treatment

The jobs are to remind clients about appointments, confirm they went, catch new providers, check in between visits, and catch gaps before they form.

• Lia's care coordination playbook texts and emails clients appointment reminders, follows up after each visit to confirm attendance and pick up new providers, checks in between visits, and can call a client to schedule an appointment when your firm turns calling on.
• If a client misses an appointment and cannot be reached, or mentions symptoms nobody is treating, Lia escalates to your team with the reason, what she already tried, and a priority.
• Every text Lia sends and receives is logged to the GrowPath matter as a Client Contact note, so anyone who opens the matter sees the conversation.

Treatment is where case value is built. In an Insurance Research Council study of auto injury claims published in July 2026, total payments ran about $2 for every $1 of medical bills. In Lia's beta, appointments Lia tracked to resolution had 86% attendance, against a typical healthcare rate of about 70%.

4. Collecting bills and records from providers

The jobs are to confirm visits, request itemized bills and records, and follow up until everything arrives.

• Lia's provider follow-up playbook emails provider offices for attendance, itemized bills, balances, CPT and ICD codes, letter of protection status and medical records, using the client's signed HIPAA authorization.
• She keeps following up until the office answers. Results land on the Treatment tab in Hona, and when your firm wants, the playbook has Lia update the GrowPath record too.

5. Client updates when a matter changes case status

The jobs are to tell the client when the case moves, answer "where's my case?", and keep them engaged through the long quiet stretches.

• When a matter's case status changes in GrowPath, the nightly sync picks it up. Hona moves the client's case tracker, sends the update you wrote for that status, and starts the playbook for that phase.
• When a client should hear right away, staff can sync that one matter by hand for an immediate update.
• Lia answers client texts at any hour from your FAQs and phase descriptions.
• Drip messages keep clients engaged while a matter sits in one case status.

6. Building the demand

The jobs are to confirm treatment is complete, gather final bills and records, and collect anything else the demand needs.

• When a client texts that they are done treating, Lia records it, and the text is logged to the matter.
• The provider follow-up playbook collects final bills and records.
• Lia chases the client for what is still missing, and the files arrive as attachments on the GrowPath matter.

7. Negotiation

The jobs are to keep the client informed while offers go back and forth, and get the client's decision on each offer.

• Case status updates keep the client informed without a phone call.
• Questions about case value, settlement or timing go to your attorney every time. Lia escalates them and does not answer them.
• Your attorney talks the client through each offer in the same text thread, which is logged to the matter.

8. Settlement payouts

The jobs are to pay the client, pay medical providers and lien holders, and answer "where's my money?"

• Hona Disbursements, powered by Confido Legal, pays your client, medical providers, lien holders and other vendors from Hona.
• Drafting and approving a payout are separate permissions, and an approver at your firm releases every payout.
• The client gets a secure link in the same text thread, verifies their identity, and chooses an instant payout to a debit card or free direct deposit.

9. Closing out

The jobs are to ask for a review and measure how the client felt about the case.

• Review requests and NPS surveys go out automatically when a case reaches the phase you choose.
• A reputation dashboard tracks the results.

How do you set up Hona with GrowPath?

An admin with access to both GrowPath and Hona sets up the integration.

• Connect. In Hona, open Company Settings, then Integrations, and open the GrowPath tile. Enter your firm's GrowPath Login URL and an API token, and save.
• Use the right Login URL. It is the web address your team uses to sign in to GrowPath, such as https://yourfirm.growpath.com.
• Check the status. The tile shows Connected, Inactive. Hona can read your GrowPath data, but nothing goes to clients yet.
• Map your matter types. Hona reads the project type from each matter's GrowPath matter type and the phase from its case status. Under Company Settings, then Project Types, add the GrowPath matter types each project type covers.
• Set up phases. Give each phase at least one GrowPath case status as its trigger. Hona lists the case statuses from each GrowPath matter type, and names must match GrowPath exactly.
• Know which matters sync. GrowPath has no Hona Enabled custom field, so every matter with a matter type you have mapped syncs into Hona. To keep one client from getting automated messages, set that contact's notification preference to None in Hona. You can still text them from Hona.
• Test a matter. On the Projects page in Hona, paste a GrowPath matter ID and sync it. Check that it lands under the right project type and phase.
• Find the matter ID. Open the case in GrowPath and copy the ID from its web address, the part after /case_management/cases/.
• Go live. When you are ready, your Hona onboarding or account manager sets the integration to Active, and nightly syncs begin.
• Choose a note topic, if you want. Hona files its notes under the Client Contact topic in GrowPath. Your Hona team can switch them to a different topic.
• Add the browser extension, if you want. The Hona Browser Extension recognizes GrowPath case pages, so your team can open the matching Hona project, its messages and its forms without leaving GrowPath.
• If the connection stops working. If GrowPath stops accepting Hona's token, the tile shows Connected, Unauthorized and syncing stops. Click Update Connection on the GrowPath tile and enter your Login URL and a new token.

How does Hona keep your team in control?

Lia works alongside your staff, never around them.

• Lia tells clients she is an AI.
• Lia texts and emails clients, and she can call a client to schedule an appointment when your firm turns calling on.
• She never gives legal advice, medical advice, or an opinion on case value or settlement. She escalates those questions, and any client in distress.
• Proactive messages go out only between 9am and 7pm in your firm's time zone. Lia answers incoming texts at any hour.
• Your team can review Lia's work, pause her, or take over any conversation.
• Minors and clients with a date of death recorded in GrowPath are opted out of automatic updates.
• Lia updates GrowPath records only as part of a playbook, and only when your firm wants her to.
• Every text, Lia's included, is logged to the GrowPath matter as a note, so the record shows what was said.
• Hona is SOC 2 Type II and HIPAA compliant.

The takeaway

Keep GrowPath. It is the record of every matter, and it is good at that. Add Hona to do the work a record cannot: reach out first, follow up, notice when a client goes quiet, and hand your team what needs a person. Every text, note and file lands back on the GrowPath matter. Your playbooks already describe the work. Lia runs them.

Book a demo to see Lia run your playbooks on matters from your GrowPath account.

Frequently asked questions

Does Hona replace GrowPath?

No. GrowPath stays the system of record for every matter. Hona connects to GrowPath, does the client and provider follow-up through its AI case agent Lia, and logs texts, notifications and client files back to the matter.

What does Hona write back to GrowPath?

Every text with the client, Lia's included, is logged as a note on the matter under the Client Contact topic. Notification history and form submissions are logged as notes, client files arrive as attachments in the Client upload category, and form answers you map update matter fields. Lia can also update GrowPath records as part of a playbook when your firm wants her to.

Which GrowPath matters sync to Hona?

Every matter with a matter type you have mapped to a Hona project type. GrowPath has no Hona Enabled custom field, so the matter type mapping decides what syncs. Each matter's case status sets its Hona phase and the client's case tracker.

Each nightly sync checks every GrowPath matter, so a new matter comes into Hona on the next nightly sync.

How do I keep one client from getting automated messages?

Open the contact in Hona and set their notification preference to None. The matter keeps syncing, automated messages stop, and your team can still text the client from Hona.

Does Hona send automated messages to minors or deceased clients?

No. Clients who are minors, or who have a date of death recorded in GrowPath, are opted out of automatic updates.

How quickly does a case status change in GrowPath reach the client?

Hona picks up case status changes on its nightly sync, and the update goes to the client the next day. Staff can sync one matter by hand for an immediate update.

Who from my team shows up on the Hona project?

Staff involved in the GrowPath matter, with their involvement type as their role on the Hona project.

Does Lia give legal or medical advice?

No. Lia never gives legal advice, medical advice, or an opinion on case value or settlement. She escalates those questions to your team, and she tells clients she is an AI.