Step 1: Add Additional Plaintiffs in SmartAdvocate
In SmartAdvocate, open the case.
Navigate to the Plaintiffs section Then click summary.
Click Add Plaintiff.
Fill out the details:
Name
Gender
Phone number
Checkbox for Main Plaintiff:
Leave unchecked if this is not the primary contact (this ensures they don't override the main contact in Hona).
Click Save.
Step 2: Create Matching Contact Role in Hona
In Hona, go to: Company Settings → Contact Roles
Click the Add button.
Name the role exactly as it appears in SmartAdvocate (e.g., (P)-Representative, (P)-Lead (P)-Plaintiff, etc.).
The CRM Name must be an exact match (case-sensitive, including parentheses).
Adjust Auto Update Settings:
Gray = this contact will receive automatic updates
Green = this contact will NOT receive automatic updates
Click Save
Step 3: Sync the Project in Hona
Go to the project in Hona.
Click Actions → Sync Updates
Once the sync is complete, you’ll see the newly added plaintiff appear under the contacts — with the role you mapped (e.g., Representative).
Or you can wait for the nightly sync to kick in.
Conclusion
By following these steps, you can correctly bring in additional plaintiffs from SmartAdvocate and manage them as separate contacts in Hona. This is useful for adding representatives, secondary plaintiffs, or other parties involved in the case.
If you have any questions, please reach out to your dedicated account rep or email [email protected] — we’re happy to help!