Key Terms
Key Terms
Business = Business/Law Firm who invested in Hona
Hona (Business) Org = Hona Account owned 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. Which Hona features and settings are accessible to each User is determined by their User Role.
Client = Client of the Business
End-user of Hona Client and its features
Hona Client (Portal) = Hona Client Portal interface where Clients can interact with Hona features
Business Users configure Hona Client features in their Hona Business Org
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?
What Business need does Hona Forms seek to address?
The Business Experience Sending Forms to Clients:
The Client Experience Receiving + Submitting Form to Business:
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.
What part of the legal experience does Hona Engage assist with? Who would I be building and sending these Forms to?
What part of the legal experience does Hona Engage assist with? Who would I be building and sending these Forms to?
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.