# Hona & Salesforce Integration

Integrate Hona with Salesforce to automate lead outreach and client updates — reducing the need for manual data entry and communication.

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

## 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.

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

### 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)