Hona’s Automations & Capabilities
Maximize the happiness of your clients and decrease the number of calls you’re taking thanks to the Hona and Filevine integration.
Here’s a glimpse at how Hona and Filevine work together.
Mastering Automated Updates
Maintain direct communication with legal clients, request documents, and send forms — through texting, email, and the portal — then send key data to Filevine to build stronger cases.
Elevate with Hona's Capabilities
Direct and Mass Messaging
Maintain direct communication with legal clients, facilitate document exchange, and foster discussions seamlessly within the client portal.
Team Collaboration Tab
Facilitate streamlined communication and coordination at your firm to optimize case management processes.
Case Timeline & Education
Ensure clients have a comprehensive grasp of their case progress and provide access to educational resources to support their understanding.
Direct and Mass Messaging
Maintain direct communication with legal clients, facilitate document exchange, and foster discussions seamlessly within the client portal.
Team Collaboration Tab
Facilitate streamlined communication and coordination at your firm to optimize case management processes.
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.
Data Collection
Use Hona’s custom forms to support intake and request additional info about each case, all without making phone calls.
E-Signature Requests
Send documents for signatures through Hona’s built-in e-signature tool and sync certain responses back to Filevine.
Case Tracker & Education
Phase changes you make in Filevine trigger updates in Hona’s case tracker so every client knows the exact status of their case (without calling your office) and you provide educational resources to boost their confidence.
Task Creation
Based on client interactions like calls, form submissions, and inbound/outbound messages, Hona auto-creates tasks for you in Filevine.
Review Requests
Hona asks clients to leave a review for your firm immediately when you update a phase in Filevine.
NPS Surveys
Don’t get surprised by negative feedback by sending NPS surveys when clients enter or leave phases in Filevine.
Custom Branding and Case Tracker
Customize the client portal to reflect the distinct branding and tone of your firm, along with a case tracker that represents your firm’s specific case flow.
Filevine Functionality
Cloud-Based
Case Management
Access legal case information from anywhere, anytime.
Custom Reports
Tailor reports to meet your firm's specific needs.
Calendars &
Deadlines Features
Stay on top of critical case timelines.
Timekeeping
Efficiently track and manage billable hours.
Customizable Case Management Software
Adapt Filevine to suit your firm's workflow.
Bulk Invoice Generation
Efficiently track and manage billable hours.
Contact Management
Keep client and case contacts organized and accessible.
Team Management
Manage your team’s workload and productivity efficiently.
