Hona & Salesforce Integration
Integrate Hona with Salesforce to automate lead outreach and client updates — reducing the need for manual data entry and communication.
Hona’s Automations & Capabilities
Build trust and confidence with clients while you decrease manual calls and tasks by setting up the Hona and Salesforce integration.
Here’s a glimpse at how Hona and Salesforce work together.
Direct and Mass Messaging
Maintain direct communication with clients, ask for documents, and send forms — through texting, email, and the portal — then send specific data to Salesforce 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
Choose a local 10-digit number or port an existing number to use for all calls and text messages.
Custom Forms
Build your own forms and questionnaires to capture leads, help with intake, and request info about clients, sending certain responses to Salesforce.
E-Signature Requests
Instead of using a standalone signature tool, request signatures with Hona’s built-in tool and sync data to Salesforce.
Case Tracker & Education
Matter plan stage changes you make in Salesforce trigger updates in Hona’s case tracker so every client always knows the exact status of their case; plus, share educational resources on each new stage to boost confidence.
Review Requests
After updating a matter plan stage in Salesforce near the end of a case, trigger Hona to send your review requests to build your firm’s reputation.
NPS Surveys
Always know how clients feel (no surprises) by periodically triggering NPS surveys based off your changes in Salesforce.
Custom Branding and Case Tracker
Customize the client portal to look like your brand and provide a case tracker that matches your firm’s specific 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 Salesforce
Automate communication from lead to case closed when you integrate Hona and Salesforce.
Other Hona Integrations
Cerenade
Law practice management made easy.
Visit Cerenade](/content/integrations/salesforce#/index.html)
Attorney Share
Refer out your captured leads to attorneys in other areas of expertise
Visit Attorney Share](/content/integrations/salesforce#/index.html)
PracticePanther
Stay in touch and send updates for every new phase.
Visit PracticePanther](/content/integrations/practice-panther/index.html)