Hona works alongside Lawcus. Lawcus stays the system of record for every matter. Hona is the system of action: it reads your matters from Lawcus, and 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.
How does Hona work with Lawcus?
Hona connects to your Lawcus account and reads each matter: the client, the workflow, the stage and the responsible attorney. When a matter moves to a new stage in its Lawcus workflow, Hona moves the client's case tracker, sends the update you wrote for that stage, and starts the playbook for that phase.
Everything Hona and Lia do with the client and their providers, every text, email, form, file and escalation, is kept on the case in Hona. Your team keeps working matters in Lawcus and opens the Hona case when they need the conversation.
What syncs from Lawcus to Hona?
| What moves from Lawcus | Where it lands in Hona |
|---|---|
| Open, lead, not-hired and archived matters with the Hona Enabled custom field set to Yes | Hona projects, with the project type set by the matter's Lawcus workflow |
| Workflow stages, or tasks if you prefer | Hona phases and the client's case tracker |
| Matter status | Project status, with archived matters marked complete |
| The contact marked as the matter's client, or the first contact on the matter if none is, with phone, email and date of birth | Hona contacts, with Lawcus as the source of truth |
| The matter's responsible attorney | The team on the Hona project, as the primary team member |
Lawcus stays the source of truth for case and contact data. If a client's phone number changes, change it in Lawcus, and Hona picks it up on the next sync.
What does Hona add for a Lawcus firm?
Pre-litigation is where most personal injury cases are resolved. In an Insurance Research Council study of auto injury claims published in July 2026, about 4 in 5 claimants resolved their claims without a lawsuit, and claims with an attorney took a median of about 440 days to close. That is a long stretch of follow-up for a case team to carry by hand.
- Lia, an AI case agent. Lia texts and emails clients, follows up with provider offices, and can call a client to schedule an appointment when your firm turns calling on. She works from your firm's playbooks.
- An AI Receptionist. It answers calls around the clock in 31 languages and sends your team a transcript and summary of every call.
- A case tracker for every client. Clients see where their case stands in plain language, with updates by text. No app is required.
- Reviews and NPS. Review requests and surveys go out when a case reaches the phase you choose.
- Hona Disbursements, powered by Confido Legal. Settlement payouts to clients, providers and lien holders, released by an approver at your firm.
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 entering a stage; 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 Lawcus 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.
- Lawcus leads sync too. A lead with Hona Enabled set to Yes comes into Hona before it becomes an open matter, so intake follow-up can start right away.
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, and the answers are kept on the case in Hona.
- Photos, police reports and signed documents come back by text, form and e-signature, and your team finds them on the case in Hona.
- The client gets a case tracker that shows their Lawcus workflow stage in plain language. Updates arrive by text with a link.
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 kept on the case in Hona, so anyone on your team can read the whole conversation.
Treatment is where case value is built. In the same Insurance Research Council study, 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, visit by visit.
5. Client updates when a matter changes stage
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 moves to a new stage in its Lawcus workflow, the nightly sync picks it up. Hona moves the client's case tracker, sends the update you wrote for that stage, 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.
- Firms that run matters on tasks can have the case tracker move on Lawcus tasks instead of stages.
- Lia answers client texts at any hour from your FAQs and phase descriptions.
- Drip messages keep clients engaged while a matter sits in one stage.
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 on the case.
- The provider follow-up playbook collects final bills and records.
- Lia chases the client for what is still missing, and the files land on the case in Hona.
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.
- Stage 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, so the whole history sits in one place.
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 Lawcus?
An admin with access to both Lawcus and Hona sets up the integration.
- Connect. In Hona, open Company Settings, then Integrations, and click Connect on the Lawcus tile. Sign in to Lawcus and approve access. Hona brings you back to the Integrations page when the connection is added.
- Check the status. The tile shows Connected, Inactive. Hona can read your Lawcus data, but nothing goes to clients yet.
- Add a Hona Enabled custom field in Lawcus. Matters and leads with this field set to Yes sync into Hona. Hona reads the project type from the matter's workflow and the phase from its stage. To use other fields, click Map Fields on the Lawcus tile and map them instead.
- Set up project types and phases. Under Company Settings, then Project Types, add the Lawcus workflows each project type covers, and choose whether it moves on stages or on tasks. Give each phase at least one Lawcus trigger, spelled exactly as the stage appears in Lawcus.
- Test a matter. On the Projects page in Hona, paste a Lawcus matter ID and sync it. Check that it lands under the right project type and phase.
- Find the matter ID. Open the matter in Lawcus and copy the ID from its web address, the part after /matter/.
- Go live. When you are ready, your Hona onboarding or account manager sets the integration to Active, and nightly syncs begin.
- Add the browser extension. The Hona Browser Extension recognizes Lawcus matter pages, so your team can open the matching Hona case, with its messages, forms and files, without leaving Lawcus.
- If the connection stops working. If Lawcus stops accepting Hona's sign-in, the tile shows Connected, Unauthorized and syncing stops. Click Update Connection on the Lawcus tile, sign in to Lawcus and approve access again.
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.
- Setting Hona Enabled to No on a matter stops automated messages for that client while the matter keeps syncing.
- Every text, Lia's included, is kept on the case in Hona, so there is one record of what was said.
- Hona is SOC 2 Type II and HIPAA compliant.
The takeaway
Keep Lawcus. 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. Hona reads your matters from Lawcus and keeps the whole client conversation on the case. Your playbooks already describe the work. Lia runs them.
Book a demo to see Lia run your playbooks on matters from your Lawcus account.
Frequently asked questions
Does Hona replace Lawcus?
No. Lawcus stays the system of record for every matter. Hona reads your matters from Lawcus and does the client and provider follow-up through its AI case agent, Lia.
What does Hona read from Lawcus?
Matters and leads with the Hona Enabled custom field set to Yes, with their workflow, stage or tasks, status, client contact and responsible attorney. Each matter's workflow sets its Hona project type, and its stage sets its phase and the client's case tracker. Archived matters are marked complete.
Where do client conversations and files live?
On the case in Hona. Every text, email, form answer, file and escalation is kept there, and the Hona Browser Extension opens that case from the Lawcus matter page.
Do Lawcus leads sync before they are hired?
Yes. Leads with Hona Enabled set to Yes sync into Hona, so intake follow-up can start before the lead becomes an open matter.
How quickly does a stage change in Lawcus reach the client?
Hona picks up stage 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.
Can the case tracker follow Lawcus tasks instead of workflow stages?
Yes. Each Hona project type can move on stages or on tasks, so firms that run matters on tasks can keep doing so.
How do I stop automated messages for one client?
Set Hona Enabled to No on the matter. If the matter has not synced yet, Hona will not create it. If it already has, the matter keeps syncing and any queued notifications are cancelled before they send. A matter without the field, or with any value other than Yes, does not sync.
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.
