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.
What is the difference between Hona Engage for Clients and Hona Engage for Leads?
What is the difference between Hona Engage for Clients and Hona Engage for Leads?
Not much! The core features of Hona Engage remain the same even after adding Hona Leads, but how these features are utilized for Clients is typically
Overview
Once a Lead is captured, it’s crucial to engage them quickly and effectively to turn their initial interest into lasting trust. Hona Leads empowers Businesses to use the same powerful communication and engagement tools available for Clients—now tailored for Leads. From automated updates and text messaging to document collection and event scheduling, these tools streamline intake, improve responsiveness, and create a professional, organized experience for every potential Client. This article provides a walkthrough of how each Hona Engage feature functions when used for Leads, helping Businesses deliver a consistent and high-quality Lead experience.
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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.
Lead Types are configured exactly like Project Types, the only difference is where the two are built in your Hona Org. Because Lead Types are specific to Leads they live in the Leads tab, while Project Types are specific to Clients and are found in the Company Settings tab.
To create a new Lead Type, open your side-bar in Hona and select Leads → Lead Types. Follow the instructions in How to Build a Project Type to build your Lead Type.
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.
This feature is not changed by adding Hona Leads. Therefore, you can follow the instructions in Getting Started: 2-Way Messaging and How to 2-Way Message to learn more about to configure the feature for texting with your Leads.
Team
Helps Businesses communicate which staff members are assigned to the Leads intake, what role they play, and best methods of contact.
How this tool is utilized for Leads will depend greatly on what system you are storing Leads in and whether that system is going to be integrated with Hona. To learn more about how the Team features in Hona work, visit Getting Started: Team.
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.
This feature is not changed by adding Hona Leads. Therefore, you can follow the instructions in How to Schedule a Calendar Event to learn more about to send event details to your Leads.
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. These are one of the most valuable features to configure for Hona Leads, considering Client information and signatures are typically collected most at the beginning of the legal journey.
To learn more, read Getting Started: Forms and How to Build an E-Signature Template.
Reputation
Helps Businesses measure Lead satisfaction and increase their Business reputation.
This feature is not changed by adding Hona Leads. Therefore, you can follow the instructions in Getting Started: Reputation to learn more about Hona Engage's Reputation features.
Mass Messaging
Helps Businesses send out the same message to multiple Leads at once.
This feature is not changed by adding Hona Leads. Therefore, you can follow the instructions in Getting Started: Mass Messaging to learn more.
Conclusion
By extending Hona Engage features to Leads, Businesses can manage communication, automate follow-ups, and build strong first impressions from the very start of the client journey—turning more Leads into satisfied Clients. For any questions or concerns, chat with our support team or reach out to us directly at [email protected].