What This Automation Does
Hona supports an automation action called "Attorney Share: Create Referral from Transcript". This action sends call transcript data to Attorney Share’s AI endpoint, which attempts to extract the required information and generate a referral automatically.
You can find full endpoint documentation on Attorney Share’s API Reference.
Prerequisites
Before you can use this automation, two conditions must be met:
You must have a connected Attorney Share integration (see how to connect here).
Your automation must use a "Call Ended" trigger.
If both conditions are satisfied, the action will appear in the automation dropdown:
Required Transcript Data
Because the endpoint uses AI to parse transcript data, there are several required fields that must be clearly present in the transcript for a referral to be created successfully. Those fields are:
Practice Area *
Jurisdiction *
Process Stage *
First Name
Last Name
Email or Phone Number for a contact (can be both)
Summary of the Incident
Note: Fields marked with * (Practice Area, Jurisdiction, Process Stage) are somewhat flexible, but accuracy improves significantly when clear and specific data is provided—especially for Jurisdiction. It's recommended your Voice AI agent explicitly asks for city, state, and zip code to improve parsing accuracy.
Transcript Length Requirement
The entire transcript must be at least 200 characters in length.
This is rarely an issue if your Voice AI is prompting users for the above information, but it’s important to keep in mind.
Setting Up the Automation in Hona
Once your voice agent is configured to ask for all necessary fields, you can create your automation in Hona:
Go to Automations. Create New
Set the trigger to Call Ended.
Choose the action "Attorney Share: Create Referral from Transcript".
Use the Pipe Text
{+}icon in the input field.Navigate to
Call → #Transcriptto insert the transcript variable.
This passes the full call transcript into the action for parsing.
Summary
With the right setup, Hona and Attorney Share work together to transform call transcripts into referral leads automatically. This is especially powerful when combined with Voice AI agents prompting callers for the necessary data.
If you encounter errors, check:
That the minimum data requirements are present.
That the transcript is long enough.
That location info is clear and specific.
For further help, reach out to [email protected] or your account manager.