The Case Info section summarizes key details about the case itself. Here's what each field means:
Case Name
The name used to identify the case. This is pulled directly from your Case Management System (CMS). If you are needing to change the case name in Hona, you will need to update it in your CMS first and then either wait for our nightly sync, or perform a manual sync for the updated case name to populate.
Phase
Indicates the current phase of the case. These phases are usually tied to a corresponding phase/ phases in your case management system. However, they will vary based on your setup and may differ slightly from what appears in your CMS.
You can configure phases under Company settings > Project Types in Hona.
Project Type
This specifies the type of legal matter. This is auto-assigned based on the Project Type configurations.
Status
This field tells you if a case is “In Progress”, “Complete”, or “Not Started”. This status is determined by the phases set up under Company Settings > Project types in Hona. Here are the meanings behind each Status“Not Started” - A case is in “Phase 0” (Often Called Potential New Client); usually reserved for cases you have not officially retained or assigned in your CMS.
“In Progress” - This means the case is active and being worked on.
“Complete” - Cases that you are no longer actively working. These could be archived or completed cases, or simply cases you are no longer representing.
Hona Enabled
This field tells you if a client is receiving Hona phase notifications. You will often have a corresponding field in your CMS that is connected to this field. You may set this field to “No” for those no longer wishing to receive automated updates, this would likely be done in your CMS.
This section displays the contact's details for the case, including their communication preferences and portal activity.
Name & Initials Icon
Shows the contact's name along with a generated icon (initials). This information is populated from your Case Management Software.
The three dots will open up a side menu displaying some more information for the contact.
Clicking the green message icon to the right of the name will take you to your messages with this contact.
Phone
The phone number associated with the contact.
Email
The contact's email address that is used for Hona notifications and login.
Date of Birth
The contact's date of birth.
Logins
Displays how many times the client has logged into their portal.Last Login
The last date and time the client accessed their portal. This field may show a “-” if the client has not yet logged in.
Last Notification
The timestamp of the last notification sent to the contact. These notifications represent the automated messages that Hona sends out, and does not include any 2-way messages they may have received.
Language
Shows the selected communication language for the client. You can change this if needed. Please note- this does not determine the language they receive automated messages and is meant as a reference only.
Notifications
Indicates the clients communication preference. This is their preference for Hona automated messages only and does not impact 2- way messaging. Here are the options available:SMS- Text Messages Only
Email - Email Only, no text messages
SMS with Email Fallback- This option will send a text first and if the text fails for any reason, an email will be sent.
Email with SMS Fallback - Clients will receive an email for notifications. If the email fails, a text will be sent
SMS and Email - A text and an email will be sent.
None- The client will not receive automated messages.
Receive Auto-Updates
This field is related to the Hona Enabled section in the Contact info. If it shows yes, the client is set up to receive automated notifications; if no, they will not receive the automated notifications.
Please note that clients can still receive 2-way messages regardless of if they have a “No” displayed.
Tips
The majority of these fields can not be edited directly in Hona as the information is pulled directly from your CMS through your integration. If edits need to be made, please update the case/contact in your CMS first.
Ensure the contact's information is up to date to avoid delivery issues with messages and updates.
If there are any additional questions, please reach out to your dedicated account rep or to [email protected].