# 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.

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

## 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](/content/demo/index.html) [Visit SmartAdvocate](https://www.smartadvocate.com/)

### 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)