Hona & SmartAdvocate Integration
Integrate Hona with SmartAdvocate to gather case info and send automated case updates to every client — without getting stuck doing manual work in SmartAdvocate.
Hona’s Automations & Capabilities
Give every client the best experience and still decrease the number of client calls with the Hona and SmartAdvocate integration.
Here’s a glimpse at how Hona and SmartAdvocate work together.
Direct and Mass Messaging
Maintain direct communication with clients, request e-signatures, and send forms — through texting, email, and the portal — then send specific data to SmartAdvocate 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 an existing phone number for all your firm’s calls and text messages.
Forms & Questionnaires
Use Hona’s custom forms to capture contacts, start intake, and request info about each case — without making constant phone calls.
E-Signature Requests
Send signature requests through Hona’s built-in e-signature tool instead of using a standalone software and sync certain responses back to SmartAdvocate.
Case Tracker & Education
Changes to status descriptions can trigger updates in Hona’s case tracker so every client always knows the exact status of their case; plus, share educational resources on next steps in the case to boost confidence.
Review Requests
Set Hona to send review requests for your firm immediately after updating specific status descriptions in SmartAdvocate.
NPS Surveys
Never get caught off guard by negative feedback by sending NPS surveys when clients hit key milestones in the case.
Custom Branding and Case Tracker
Customize the client portal to reflect the unique branding and tone of your firm, along with 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 SmartAdvocate
Automate communication from lead to case closed when you integrate Hona and SmartAdvocate.
Get A Demo Visit SmartAdvocate
Other Hona Integrations
Cerenade
Law practice management made easy.
Visit Cerenade](/content/integrations/smart-advocate#/index.html)
Attorney Share
Refer out your captured leads to attorneys in other areas of expertise
Visit Attorney Share](/content/integrations/smart-advocate#/index.html)
PracticePanther
Stay in touch and send updates for every new phase.
Visit PracticePanther](/content/integrations/practice-panther/index.html)