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 a Lead Automation?
What is a Lead Automation?
Once Hona has captured a new Lead, it can generate that Lead in your CRM/CMS as well. Through our Automations tool, contacts generated as Leads in Hona can be "pushed" into your CRM/CMS.
Before Getting Started:
Before Getting Started:
You must be capturing Leads in Hona before you can configure an automation that will push those Leads into your CRM/CMS. Leads are captured through Voice AI and the Lead Capture Chatbot.
Goal
This article will help you set up an Automation in Hona that automatically creates a new Lead in your CRM/CMS whenever one is capture
Automating Lead creation eliminates manual data entry, reduces the risk of lost or delayed Leads, and ensures your intake process runs efficiently from the moment a potential client engages with your firm.d through Voice AI or the Lead Capture Chatbot. You’ll learn how to configure the trigger and action for this workflow and ensure your Lead data flows seamlessly between Hona and your other systems.
Overview of Steps
Access Hona Automations
Create a New Automation
Configure Lead Generation Automation
1. Access Hona Automations
From the side-bar in your Hona Business Org, select Automations.
2. Create a New Automation
Select (+) in the top right-hand corner to make a new Automation.
3. Configure Lead Generation Automation
Change the Name of your Automation. Common names for this Automation are "Lead Generation" or the name of your CMS that you will be pushing the Lead into (like "Lead Docket")
Define the trigger with the following criteria and save:
Choose a Trigger Category = Form
Choose an Event = Form Submitted
Select Form = Chatbot Form (or Voice AI Form)
Contact Association = Any
Entity Association = Any
Configure the Action that should follow this trigger. How you do this will depend on the CMS/CRM you are generating a Lead in. The list below shows all softwares which have this capability, click on yours to get step by step instructions.
Lead Generation
Clio Grow
MyCase
Lexamica
SmartAdvocate
Smokeball
Attorney Share
Neos
Lawmatics
Lawruler
Why This Matters
Automating Lead creation eliminates manual data entry, reduces the risk of lost or delayed Leads, and ensures your intake process runs efficiently from the moment a potential client engages with your firm. For any questions or concern, please chat with our support team or reach out directly to [email protected].