Clients receive automatic notifications from the platform to keep them informed and engaged throughout the case lifecycle. These notifications are designed to reduce the need for manual updates and provide transparency. Below is an overview of how notifications function and what your clients can expect.
Clients are notified via text message and/or email based on their preferred communication method. Notifications are triggered by key milestones or activities in their case. Here are the notifications they can expect and how they will appear.
New Project Notification- This will be the first notification that they receive when they get added to Hona. Example:
Phase change notifications - These notifications will be sent out when there has been an update to their case. These will typically happen the morning after you update their phase in your Case Management system. Example:
Drip Notifications - Drip notifications often serve as reminder texts to your clients when they remain in one phase for a long period of time. These will appear as a normal text message.
Form Notifications and Reminders - These notifications are sent when you send out a form request. These may be automated with a phase change, or manually assigned. Example:
E-Signatures- These notifications are sent when you send out an e-Signature request. These may be automated with a phase change, or manually assigned. The text they receive will look similar to this:
Calendar Events and Reminders - These are the text and reminders that get sent out when you utilize the Calendar Events feature in Hona.
New Calendar event text example:
Reminder Text Example:
When do notifications get sent?
We sync nightly at midnight PST and send phase change notifications out the next business day
Messages don't go out on weekends, but will instead get sent out Monday Morning.
Form and e-signature requests will send immediately when they are manually sent. If they are sent as a part of a phase update, they will be sent along with the phase update.
Clients do not need to download an app or create a login to receive these updates, however, we do have a client app that can be downloaded if desired. All communication is sent directly to their phone or inbox. Text messages include smart links that take the client directly to view updates, documents, or respond as needed.