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.

[Get a demo](/content/demo/index.html)

## 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.

### 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

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.

### 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 Litify

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

[Get A Demo](/content/demo/index.html) [Visit Litify](https://www.litify.com/)

### Other Hona Integrations

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Cerenade\
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Law practice management made easy.\
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Visit Cerenade](/content/integrations/litify#/index.html) \
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Attorney Share\
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Refer out your captured leads to attorneys in other areas of expertise\
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Visit Attorney Share](/content/integrations/litify#/index.html) \
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PracticePanther\
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Stay in touch and send updates for every new phase.\
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Visit PracticePanther](/content/integrations/practice-panther/index.html)