Key Terms
Key Terms
Required to know for this article specifically:
Business = Business/Law Firm who invested in Hona
Hona (Business) Org = Hona Account owned by the Business
Business User = An individual account within a Hona Business Org
Just like there are many employees at 1 Business, there are many Users in 1 Hona Org. Which Hona features and settings are accessible to each User is determined by their User Role.
Client = Client of the Business
End-user of Hona Client and its features
Lead = potential client of the Business
Hona Client/Lead = Hona Portal interface where Clients and Leads can interact with Hona features
Business Users build Hona Portal features in their Hona Business Org
Important to know in general:
"Project" is used interchangeably with "case" and "matter"
CMS = Case Management Software (often used interchangeably with CRM)
Messages = 2-way messages sent through Hona's 2-Way Messaging feature (typically sent via text)
Notifications = messages sent to the Client to notify them of Hona features you have configured (Project Type case updates, Forms, E-Signature requests, Review requests, etc). These are sent based on the Client's Notification Preferences.
What is Hona's Lead Capture Chatbot?
What is Hona's Lead Capture Chatbot?
The Lead Capture Widget is Hona's powerful chatbot tool that helps law firms convert more website visitors into qualified leads. With video messaging driving up to 65% higher conversion rates and instant response capabilities, Lead Capture helps you engage potential clients when they're most interested. This guide will walk you through the complete setup process.
To learn more and see visual examples, visit Getting Started: Leads.
Goal
By the end of this article, Business Users will be able to fully set up and customize Hona’s Lead Capture Chatbot on their Business’s website—from building tailored qualifying questions to embedding the widget and enabling it live. This ensures the Chatbot is configured to engage visitors instantly, capture high-quality Leads, and reflect the firm’s professional brand and tone.
Overview of Steps
1. Create Chatbot Form
In the dark green side-bar on the left side of Hona, select "Leads" --> "Chatbot Forms"
You will see a pre-loaded Form called "Chatbot Form" which already includes the Required Questions the chatbot will always ask to gather basic contact information:
First Name
Last Name
Phone Number
Email Address
Side Note: When collecting the phone number, leads will automatically be shown a text message consent notice. This is required by regulations, and Hona tracks whether contacts have agreed to receive text communications.
From here, you will add all Optional Questions. These can be used to help understand what the lead is seaking from you, and is a great way to pre-qualify your leads based on their responses.
Some optional questions we suggest are:
Type of Legal Matter
Date of Incident
Description of Case
Insurance Information
How They Found Your Firm
If you are unfamiliar with how to build Hona Forms, visit the article here to learn.
2. Configure Chatbot Settings
In the dark green side-bar, go to "Leads" --> "Chatbot"
Chatbot Form
This is where you select which Chatbot Form that you would like to appear in your widget.
FAQ: Why would someone have multiple Chatbot Forms if only one can be displayed at a time?
If you want to edit your existing Chatbot Form, we do not recommend deleting or editing existing questions, as this will also delete any data captured previously in these questions. Instead, we suggest duplicating your existing Chatbot Form and then editing the questions there, and then changing what Form is displayed through these settings. This will ensure you do not lose any previously captured data.
Video
If you would like an introductory video to appear in the widget on your website, this is where you will upload that video.
Select "Drag and drop or click to upload a video"
Upload a high-quality MP4 video (recommended length: 30-60 seconds)
Select or upload a thumbnail image for your video
If you would like best practice pro tips on creating an intro video for your Lead Capture Widget, visit here.
Avatar
The image that will be displayed on the collapsed Chatbot view. Once the Chatbot is clicked, the video (if provided) and form will be displayed.
Select "Drag and drop or click to upload an image"
Maximum file size: 10MB
Helper Text
This text is displayed as a chat bubble next to the chatbot avatar. No bubble will be displayed if this field is empty.
Default Submission Message
This message is displayed to the lead after they submit the Chatbot Form. This will only display if a 'Custom Submission Message' was not added to the Chatbot Form.
Chatbot Color
Editing this will change the color of your Chatbot as it appears on your website.
Phone Number
If provided, the phone number entered here is displayed at the top of the Chatbot for the visitor to contact. It has a click-to-call functionality, allowing leads to instantly connect with your firm. Our suggestion is to choose the number that you would prefer leads to be forwarded to.
3. (Optional) Test Your Chatbot
You can preview your chatbot in real-time as you make changes:
Look for the chatbot preview in the bottom right corner of the Chatbot page
Test the complete lead experience, including form submission (submissions in preview mode will not be recorded)
Preview how your video plays and how the chatbot appears with your selected color scheme
4. Embed Code Snippet on Website
After configuration, you'll need to add the Lead Capture widget to your website:
Locate the code snippet at the bottom of the Chatbot page
Copy the provided code
Add the code to your website's HTML, ideally just before the closing </body> tag
For specific integration help with your website platform, contact your web developer or reach out to Hona support
5. Enable Chatbot in Hona
After the code snippet has been embedded, you just need to push one last button in Hona to make it appear.
Select "Chatbot is Enabled" at the top of the Chatbot Settings and refresh your website's URL and the widget should appear.
Conclusion
When configured effectively, Hona’s Lead Capture Chatbot transforms website visitors into qualified Leads by providing an interactive, on-brand experience that encourages immediate engagement and drives new client conversions. For any questions or concerns, chat with our support team or reach out to us directly at [email protected].