Accessing Hona
Your clients have two convenient ways to access their portal:
Via web browser:
Clients receive a login link texted to their phone number
If no phone number is on file, they'll receive the link via email
Clicking the link provides immediate access - no password needed
When contact info is updated in your CMS, a new login link is automatically sent
Via mobile app (NEW):
Download from iOS App Store or Android Play Store
Uses same magic link login process - enter phone number to receive access link
Links work seamlessly across web and mobile platforms
Notification System:
Clients receive text notifications about case updates, messages, and tasks
Clicking notification links when the app is installed:
Automatically opens the HONA mobile app
Takes clients directly to the relevant update, message, or task
If app isn't installed, links open the web portal instead
All notifications and links work for both platforms, ensuring a smooth experience
Pro tip: Encourage clients to download the mobile app during onboarding for streamlined access to notifications and case information
Main Page Overview
Upon clicking the link, your clients will be on the main page depicting which phase/stage they are in.
Your clients can scroll to see the description of the phase and click into any FAQ's that you have setup.
A tracker at the top allows clients to view upcoming phases or stages.
Additional Client Tabs
The team logo directs clients to a page displaying information about attorneys, paralegals, office managers, etc.
The task logo shows any assigned Hona tasks.
To the left of the main tab you will see the activity tracker that displays a timeline of the Hona updates and past activity.
The logo next to the timeline shows upcoming Hona events.
Communication Features
Clients can access two-way texting with Hona via the messaging icon in the top right-hand corner. If two-way texting isn't activated in your account, clients will not see this option.
Messaging history can be viewed here, and new messages can be sent to the firm.
Clients can upload photos, videos, or documents using the Upload button.
Within the files tab, they will be able to see any past files sent or shared.
Conclusion
Understanding the client's experience with Hona updates is crucial for ensuring effective communication and engagement. By familiarizing yourself with the main features available to clients, you can better support them throughout their interaction with Hona. If you have any questions or need further assistance, don't hesitate to reach out.
Frequently Asked Questions
Mobile App Access
Q: How do clients download the mobile app?
A: Direct them to download "Hona Client App" from the iOS App Store or Android Play Store
Q: Will clients need separate login credentials for the app?
A: No, they'll use the same magic link process via text message
Q: What happens when clients click notification links?
A: If the app is installed, links automatically open in the app. Otherwise, they open in the web portal
Q: Can clients switch between web and mobile access?
A: Yes, they can use both platforms interchangeably with the same login process
Q: What should clients do if notification links aren't opening the app?
A: Verify app installation and try downloading again from the app store
Q: What data is collected by downloading the app?
A: The only data we collect is the Name, Email, and Phone Number provided by the client in order to login. No other data gets stored.