Transforming Legal Case Management

Hona & Litify Integration

Integrate Hona with Litify to reduce manual client updates and data entry and still stay connected with every client in your CMS.

Hona’s Automations & Capabilities

Build trust and confidence with clients while you decrease manual calls and tasks when you set up the Hona and Salesforce integration.

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

Direct and Mass Messaging

Maintain direct communication with clients, request documents, and share forms — through texting, email, and the portal — and sync specific data to Litify 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

Share forms and questionnaires to capture leads, start intake, and request info about cases and clients — without manually emailing or calling.

E-Signature Requests

Instead of relying on a standalone signature tool, request signatures with Hona’s built-in tool and sync certain responses to Litify.

Case Tracker & Education

When there’s changes to a matter plan stage in Litify, it trigger notifications in Hona’s case tracker so every client always knows what’s going on; plus, share educational resources on each new stage to avoid confusion about next steps.

Review Requests

After updating a matter plan stage in Litify near the end of a case, trigger Hona to send your review requests to gather testimonials and improve your firm’s reputation.

NPS Surveys

Don’t get surprised by negative feedback by triggering NPS surveys when cases reach new matter plan stages in Litify.

Custom Branding and Case Tracker

Customize the client portal and case tracker to match your firm’s brand and tone.

Explore Hona and Litify

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

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