Key Terms
Key Terms
Required to know for this article specifically:
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 Businessa
End-user of Hona Client and its features
Lead = potential Client of the Business
Hona Client = Hona Client Portal interface where Clients can interact with Hona features
Business Users build Hona Client features in their Hona Business Org
Important to know in general:
"Project" is used interchangeably with "case" and "matter"
CMS = Case Management Software (often used interchangeably with CRM)
Messages = 2-way messages sent through Hona's 2-Way Messaging feature (typically sent via text)
Notifications = messages sent to the Client to notify them of Hona features you have configured (Project Type case updates, Forms, E-Signature requests, Review requests, etc). These are sent based on the Client's Notification Preferences.
Overview
Hona Leads is designed to help Businesses capture, manage, and convert potential clients through automated and personalized communication tools. By enabling Hona Leads, Businesses can engage prospects directly from their website via the Chatbot, organize and nurture those interactions using Hona Engage features, and seamlessly convert qualified Leads into Clients through automation. Together, these tools streamline the intake process, improve responsiveness, and increase the likelihood of turning Leads into long-term Clients.
Click to skip:
What is Hona Leads?
Hona Leads is a feature enabled in your Hona Business Org if you intend to use Hona Engage for managing and communicating with your Leads. Just like there are Business needs to communicate with their Clients, there are also Business needs to communicate with their Leads. These needs, as well as the softwares where Leads are stored, are also different, and fulfilling these needs is what Hona Leads aim to do. The features included in Hona Leads aim to increase Lead Capture as well as provide excellent Lead Management tools to increase your communication with Leads and overall Lead satisfaction. When this satisfaction inevitably results in Leads becoming Clients, the Hona Leads Automations can also generate those Client contacts in your CMS for you.
Lead Capture: Website Chatbot
A Chatbot embedded directly on your website to capture potential clients "just passing through." No need for them to call or email, they can request representation directly on your website for ultimate convenience. Not only will enabling this Chatbot increase the number of Leads you capture, but the questions in the Chatbot itself can be configured to gather the information you need to qualify the Lead's case. Your Leads' needs are validated before they ever even meet you, and the time they spend waiting on response will significantly increase their likelihood of working with your Business. With video messaging driving up to 65% higher conversion rates and instant response capabilities, Lead Capture helps you engage potential clients when they're most interested.
Below are visuals taken from Hona's fake website, bigcitylawfirm.com. You can see the Chatbot embedded on the website in the screenshot below:
And when a Lead interacts with the Chatbot:
To learn more, visit How to Configure Lead Capture Chatbot.
Lead Management: Hona Engage Features
There are many tools in Hona for providing good communication. Enabling Hona Leads will make it so all of the features included in Hona Engage for Clients can also be configured for Leads. You can read the brief description of each feature below:
Lead Types
Lead Types
Helps Businesses send (automated) updates to their Leads about the status of their qualification or Lead experience. This saves time for the Business, and Leads receive an educational resource to understand the process of their case qualification/intake.
2-Way Messaging
2-Way Messaging
Gives Businesses the ability to text back and forth with their Leads. Helps make communication more accessible and effective for both Business and Lead.
Team
Team
Helps Businesses communicate which staff members are assigned to the Leads intake, what role they play, and best methods of contact.
Calendar Events
Calendar Events
Helps Businesses communicate the details of events to their Leads. Automated reminders send leading up to the event, making it less likely for Leads to miss key appointments.
Forms/E-Signatures
Forms/E-Signatures
Helps Businesses collect Lead information, documents, files, and signatures. The ease of use for the Lead makes it easier for Businesses to obtain important information quickly.
Reputation
Reputation
Helps Businesses measure Lead satisfaction and increase their Business reputation.
Mass Messaging
Mass Messaging
Helps Businesses send out the same message to multiple Leads at once.
Lead Automation: Converting Leads to Clients
Once your Lead has been Captured and Managed effectively, Hona can take on the step of creating their new case for you. Through our Automations tool, contacts generated as Leads in Hona can be "pushed" into your CRM.
To learn more, visit How to Configure Lead Automation.
Conclusion
With Hona Leads, Businesses can simplify lead management, improve communication, and automate Lead to Client conversion—empowering teams to grow their customer base efficiently while delivering an exceptional first impression. For any questions or concerns, chat with our support team or reach out to us directly at [email protected].