Transforming Legal Case Management

Hona & Assembly Neos Integration

Integrate Hona with Assembly Neos to never miss a client updates — reducing the time staff spend on manual data entry and client calls.

Hona’s Automations & Capabilities

Send every client consistent updates while you reduce menial and manual tasks by setting up the Hona and Assembly Neos integration.

Here’s a glimpse at how Hona and Assembly Neos work together.

Direct and Mass Messaging

Communicate consistently with clients, request documents, and share forms — through texting, email, and the portal — then send specific data to Assembly Neos to build stronger cases.

Unified Phone Number

Pick a 10-digit number with a local area code or port your existing number for managing calls and text messages from leads and clients.

Custom Forms

Build your own forms and questionnaires to capture contacts, start intake, and request info about case so you don’t have to spend the time doing it by phone.

E-Signatures

Instead of paying for an e-signature software, request signatures with Hona’s built-in tool, send reminders, and sync select data to Assembly Neos.

Case Tracker & Education

Stage changes you make in Assembly Neos immediately show in the Hona case tracker so clients always know the status of their case; plus, share educational resources on each new stage to increase client trust.

Review Requests

After updating a stage in Assembly Neos, like at the end of a case, set up Hona to send your review requests and build your firm’s reputation.

NPS Surveys

As each case progresses, trigger NPS surveys to send based off your changes in Assembly Neos so you never get surprised by negative reviews later on.

Custom Branding and Case Tracker

Customize the client portal to reflect your brand and provide a case tracker that matches your firm’s stages and client journey.

Explore Hona and Assembly Neos

Automate communication from lead to case closed when you integrate Hona and Assembly Neos.

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