Viewing Conversations
The Conversations tab displays all client threads in the left-hand panel. Each item includes:
Contact name and message preview
Timestamp of the most recent message
A green dot indicating an unread message
Selecting a contact opens the full conversation thread on the right-hand side.
You can use the search at the top of the conversations list to search for a specific conversation, or use the filter button to filter by flagged or unread messages.
Starting a New Conversation
To message a contact (even if they don’t have a project):
Click the pencil icon at the top right.
In the New Message modal:
Search for an existing contact
Or manually enter a phone number with country code
Click Start Conversation With (Number) to open the chat.
Composing and Sending Messages
Type your message in the text box at the bottom of the chat panel.
Click the send icon to send the message.
If the client’s phone number isn’t textable, the message will be delivered via email and they can respond through the Hona client portal.
Note: Message length is limited to 1,600 characters, as set by our carrier provider.
Message Templates
Standardize common messages across your team:
Click the “+” icon next to the message box
Select Insert Message Template > New Message Template to create a new one
To apply a saved template, open the Insert Message Template menu again and select one from the list
File and Media Sharing
Share documents, videos, and images by clicking the “+” icon:
Select Upload File to send from your device
If using Filevine or MyCase, select Attach File from Integration
Only files associated with the current case will be available
Insert Link to Conversation
Need to help a client access a conversation?
Use the “+” icon and choose Insert Link to Conversation
This is especially useful for clients without a textable number and helps them open the conversation in the portal directly
If there are any additional questions, please reach out to your dedicated account rep or to [email protected].