Hona & Clio Integration
Integrate Hona with Clio to send automatic case updates to every client and avoid manually updating cases in Clio.
Hona’s Automations & Capabilities
Maximize the happiness of your clients and decrease the number of calls you’re taking with the Hona and Clio integration.
Here’s a glimpse at how Hona and CASEpeer work together.
Direct and Mass Messaging
Maintain direct communication with every lead client, request documents, and send forms — through text, email, and portal — then send key data to Clio 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.
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 custom forms to capture leads, start intake, and gather case info, all without making phone calls and manually entering data.
Lead Capture
With Hona’s webchat embedded on your site, capture new leads and sync them directly into Clio Grow.
E-Signature Requests
Collect client signatures through Hona’s built-in e-signature tool and sync certain responses back to Clio.
Case Tracker & Education
Changes you make in Clio trigger notifications in Hona’s case tracker so every client knows the status of their case (without calling you) and you provide relevant education about what happens next.
Review Requests
When approaching the end of a case, Clio triggers Hona to ask clients to leave a review for your firm.
NPS Surveys
When a client’s case progresses in Clio, set Hona to send NPS surveys so you get real-time feedback.
Custom Branding and Case Tracker
Design the client portal to match your firm’s brand and show a case tracker that reflects your case stages in Clio.
Clio’s 2023 Integration Awards: Hona Receives Best Business of Law App
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 Clio
Automate communication from lead to case closed when you integrate Hona and Clio.
Other Hona Integrations
Cerenade
Law practice management made easy.
Visit Cerenade](/content/integrations/clio#/index.html)
Attorney Share
Refer out your captured leads to attorneys in other areas of expertise
Visit Attorney Share](/content/integrations/clio#/index.html)
PracticePanther
Stay in touch and send updates for every new phase.
Visit PracticePanther](/content/integrations/practice-panther/index.html)