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