Key Terms
Key Terms
What do you mean when you say...
Business = Business/Law Firm who invested in Hona
Hona (Business) Org = Hona Org managed 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.
Client = General term for the end-user of the Hona Portal. Also used to differentiate between an active Client of the Business and a...
Lead = potential Client of the Business. This term is specifically used when necessary to separate end-users if utilizing Hona for both Clients and Leads. You can safely assume that features which are usable for Clients can also be utilized for Leads, unless stated otherwise.
Hona Portal = Digital interface where Clients interact with Hona features configured by Business
Good to know Hona terms:
"Project" is the Hona term used to define "case" or "matter"
CMS = Case Management Software (often used interchangeably with CRM)
Messages = Back and forth text messages between Business and Lead/Client, delivered through Hona's 2-Way Messaging feature
Client Notifications = Alerts sent to Clients to notify them of Hona features configured by Business.
Business Notifications = Alerts sent to Business Users to notify them of Clients engaging with the Hona features configured by the Business. Each Business User has their own Notification Settings.
Goal
The goal of this article is to explain what Hona Forms are, how they address common Business needs, and how both Businesses and Clients experience them. Using examples and screenshots, you’ll learn how to send Forms, how Clients complete them, and the key benefits that make Forms an efficient tool for gathering information.
Overview
Click to skip to:
What are Hona Forms?
**Update: Hona Engage once focused on the active Client experience only, but has since been upgraded to handle the Lead experience as well.
What Business need does Hona Forms seek to address?
The Business Experience - Sending Forms to Clients:
The Client Experience - Receiving + Submitting Form responses back to the Business:
Visit Managing Form Submissions to learn more about how a Business experiences Client Form submissions on the day-to-day.
Key Takeaways about Forms
FAQs
Why should I use Forms?
Why should I use Forms?
Hona Forms are a great way to efficiently ask your clients multiple questions and obtain information quickly. They are questionnaires sent directly to their phone (or email if that’s their preferred method of communication) via link. When the link is opened, it will open the Form in their Hona client portal.
Because the Form is directly linked to the client’s phone number/Hona client portal, this means it will auto-save as they fill it out. If they exit the Form and then re-enter it later, all of their answers will auto-save. This is very convenient if the clients do not have the information on hand.
How are Forms currently utilized by other Hona Businesses?
How are Forms currently utilized by other Hona Businesses?
The most common Form configured by Hona Businesses are Intake forms. That being said, Intake Forms typically vary from practice area to practice area. This will be the case for most Form examples, and a Hona representative will be happy to offer you guidance with more context about your Business specifically. Think about the information you need to collect from your Clients in order to progress a case forward: this is where you will find the value for your Business. The type of informational requests you make from Clients will vary not just from practice area to practice area, but even Businesses within the same practice area. Here are some helpful questions you can ask yourself before starting:
What information does my Business need from Clients in order to progress a case forward?
Do you need Client demographics, Client history, active treatment updates, pictures/videos of the accident, other files or documentation, etc?
When do you usually request this information from your Client along a typical case timeline?
Using the answer above, can you automatically trigger a Form request for this information, or would it need to be sent manually by a staff member? Or in simpler terms: what would need to be in place to be able to automate a request to your Client for this information?
Do you have a video walkthrough I could share that explains what Hona Forms are?
Do you have a video walkthrough I could share that explains what Hona Forms are?
Yes! For a quick overview of Hona Forms, watch the video below:
*Note: Although Hona Business' interface has changed since this video was recorded, functionality and purpose still remains the same.
Conclusion
Hona Forms streamline how Businesses collect information and give Clients a simple, user-friendly way to respond. With Forms, you save time, reduce back-and-forth communication, and ensure all information stays organized within Hona. If you have any questions or concerns, chat with our support team or reach out to [email protected]
If you're ready to start building your own Form in your Hona Org, visit How to Build a Hona Form for a step-by-step guide.