Key Terms
In Hona, "Cases," "Matters," and "Projects" mean the same thing - we'll use "cases" throughout this article.
How Billing Works
Your Hona Engage subscription is based on monthly active cases. You purchase a specific number of active cases per month.
What happens if you go over your limit? First of all: Congratulations that your firm is growing! If you exceed your purchased case limit, Hona automatically sends notifications to all admins and your billing contact. Your subscription will then be adjusted to accommodate the higher usage.
What Counts as an Active Case?
A case is considered Active for the month if either of these are true:
Someone interacted with the case in Hona (messaged, sent a notification, requested a review, etc)
The case had any status in Hona other than "Complete" at some point during the month
Examples:
Case stays "In Progress" all month → Active
Completed case receives a new message → Active
Case completed on day 1 with no other activity → Still active for that month
Why Your Hona Count Might Differ from Your Case Management System
Hona only imports specific case types that were configured during setup. This gives you control over which cases appear in Hona, but it means:
Your Hona active case count may be lower than your total cases
Incorrect setup can cause unwanted cases to sync, pushing you over your limit
Managing Your Active Cases
To check your current usage:
Go to Company Settings → Usage & Overages
Look for the "Active Projects" tile
Select your billing month to see the count
To find your subscription limit
Check your signed Hona contract for your purchased case limit. Need help finding it? Contact [email protected]
Reduce active cases:
If your Case Management Software (CMS) has case statuses: Hona reads "Complete" or "Closed" statuses to mark cases as complete
If your CMS lacks statuses: Configure or create Hona phases (like "Referred Out," "Rejected," "Archived") to have a "Complete" status and map the phases in your CMS to the phases in Hona.
Prevent unwanted cases: Set up filters in Company Settings → Integrations → Configure Filters. By default, Hona only bring in cases from you CMS that match a Hona Project Type.
Need Help?
Data cleanup: If you're over your limit due to incorrect data, contact [email protected]. We'll help clean up your data without charging you for the error.
Billing questions: Contact [email protected] for contract or subscription questions.
FAQs
How do I check how many active cases I purchased when I signed up for Hona?
Your number of active cases purchased is outlined on your signed Hona contract, a copy of which was sent to the signer at the time of signing.
What if a non-Active case receives an automated message? Does that mean it will now be counted as Active for the month?
Automatic notifications will not send if a case is read as "Complete" in Hona. The only way that your "Complete" clients would receive communications through Hona is if those communications are sent manually by you,
The only exception to this is the birthday message, which can be configured to continue to send your contacts in Hona even after their case is "Complete."