Overview
The Feature Usage section gives you a snapshot of how your firm is using Hona’s features across workflows, setup, and communication. It helps you spot strengths and identify areas where adoption can be improved.
Each metric is displayed with a color-coded circle to quickly indicate its status:
Green – The feature is in use and adoption is strong
Yellow – The feature is in use, but adoption is low
Red – The feature is not in use
This guide makes it easy to see where your team is doing well and where there's room to grow.
What You’ll Find in Feature Usage
The page is divided into four sections: Onboarding, Project Types, Company Setup, and Other, each with specific adoption insights.
Onboarding
The Onboarding section shows a checklist of common features typically included during Hona setup. Each item appears as a bubble with a checkbox and color-coded status:
Green with a checkmark – Feature is in use
Gray without a checkmark – Feature is not yet enabled
This section provides a high-level view of how far along your firm is in adopting the most important tools and settings introduced during onboarding. It helps quickly identify what's already active and what may still need to be set up. Clicking on the bubbles will automatically navigate you to where the feature can be setup in Hona.
Project Types
This section tracks how fully your workflow phases are built out to guide and inform clients.
Descriptions – % of phases with a written explanation of what’s happening.
FAQs – % of phases that answer common client questions
Videos – % of phases with instructional or welcome videos
Drip Notifications – % of phases sending automatic messages over time. As drip notifications are used as reminders, it is very normal for this to be a low percentage.
Triggers – % of phases using automation with your CMS (Case Management System) to update project status or send messages
Company Setup
This section reflects how well your organization is configured within Hona. *Please note that this is not a comprehensive list and you may see more or fewer items in this section depending on your CMS (Case Management System).
Team Members – Total number of team members added to Hona
Assigned Projects – % of projects with assigned team members
CMS Connection – Integration status for your CMS (Case Management System)
Auto Sync – Whether syncing is automated
Custom Styles – Whether branded styles are enabled
Logo Set – Whether a company logo is uploaded
Birthday Messages – Whether client birthday messages are turned on
Other
This section covers general usage of tools and features.
*Please note that this is not a comprehensive list and you may see more or fewer items in this section depending on your CMS (Case Management System).
Conversations / Messages – Total client messages and conversations started
Forms Submitted – Number of forms submitted through Hona
Forms With Triggered Assignment- Number of forms that are auto assigned through phases in Project Types
Reviews – Status of review collection setup and reviews received
NPS – Number of templates, phases using NPS, and responses gathered
Message Templates / Mass Messages – Communication tools in place for reuse and bulk outreach
Events – Calendar events created
Chrome Extension – Whether the team is using Hona’s browser extension (This is often red as we can not always see if the Extension is in use)
If there are any additional questions, please reach out to your dedicated account rep or to [email protected].