Hona works alongside Neostella. Neostella stays the system of record, and Hona does the follow-up: Lia, Hona's AI case agent, keeps clients in treatment and chases provider offices, and each stage change sends the client an update. Texts, notification history and client files log back to the case in Neostella, and the case team comes from the people your firm already assigns there.
How Hona works alongside Neostella in pre-litigation
Lia runs your firm's playbooks. Hona ships standard playbooks for care coordination, provider follow-up and escalations, and Hona's forward-deployed team builds custom playbooks with your firm. Your team can change any playbook in plain language.
Treatment follow-up
Lia's care coordination playbook texts clients before appointments, confirms each visit, and picks up new providers. If a client misses an appointment and goes quiet, Lia escalates to the case owner with the reason and a priority. Visits show on the Treatment tab in Hona, and every text logs to the case in Neostella.
Provider bills and records
Lia's provider follow-up playbook emails provider offices for attendance, itemized bills, balances, CPT and ICD codes, letter of protection status and records, using the client's signed HIPAA authorization. She keeps following up until the office answers.
Client updates when a case changes stage
When a case moves to a new stage in Neostella, Hona moves the client's case tracker and sends the update you wrote for that stage. Clients read it by text with a link, no app required, and Lia answers "where's my case?" texts from your FAQs at any hour.
Settlement payouts
Hona Disbursements, powered by Confido Legal, pays the client, medical providers, lien holders and vendors from Hona. An approver at your firm releases every payout, and the client verifies their identity before choosing an instant debit card payout or direct deposit.
What syncs between Neostella and Hona
| Direction | What moves | Where it lands |
|---|---|---|
| Neostella to Hona | Cases (Neostella projects) that are Hona Enabled, by case type | Hona projects and project types |
| Neostella to Hona | Project stage | Hona phases and the client's case tracker |
| Neostella to Hona | The client on the case, plus contacts from case sections you map, such as additional plaintiffs | Hona contacts (Neostella stays the source of truth) |
| Neostella to Hona | People and roles on the case's Access tab | The team shown on the case |
| Hona to Neostella | Two-way text messages, including Lia's | Notes on the case, in one running note or one note per message |
| Hona to Neostella | Notification history and form submissions | Notes on the case |
| Hona to Neostella | Client files and documents | Documents on the case |
| Hona to Neostella | Form answers you map | The matching Neostella fields |
How to set up the Neostella integration
- A Neostella admin at your firm creates API credentials for Hona: a Client ID and a Client Secret.
- A Hona admin opens Company Settings, then Integrations, clicks Connect on the Neostella tile, and enters the Client ID and Client Secret. Hona checks them with Neostella before it saves them.
- The tile shows Connected, Inactive. Nothing goes to clients yet; test any case with a manual sync.
- Map the case name, case type to project type, project stage to phase, and the client's contact fields. Add any case sections that hold extra contacts.
- Set up team roles in Hona that match the roles on your Neostella Access tab, and choose whether texts log as one running note or one note per message.
- When you are ready, Hona's team sets the integration to Active and nightly syncs begin.
Frequently asked questions
What does Hona write back to Neostella?
Two-way text messages, Lia's included, and notification history, logged as notes on the case so your team can read the conversation in Neostella. Client files arrive on the case as documents, and answers to Hona forms can update fields on the case.
How do Hona texts show up in Neostella?
By default, Hona keeps one "Hona Messages" note on each case, newest message first, with a link back to the case in Hona. Your firm can instead log each text as its own note and give those notes a Neostella note type, such as "Hona SMS".
How quickly does a stage change reach the client?
Hona syncs with Neostella overnight, and the updates it triggers go out the next day. Your team can sync one case by hand for an immediate update.
Can Hona update records in Neostella?
Yes. Lia can update Neostella records as part of a playbook when your firm wants her to, and answers to Hona forms can update fields on the case. Hona's integration also logs the client's text conversation to the case.
Who shows up on the Hona team for a case?
The people your firm assigns on the case's Access tab in Neostella, each with their Neostella role. You do not need to assign the team a second time in Hona.
Is Neostella the same as Assembly Neos?
No. Neostella and Assembly Neos are separate case management systems, and Hona has a separate integration for each.
