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.
Before Getting Started:
Before Getting Started:
If you need to learn more about what an integration is or how syncing across an integration works, please visit What is an Integration? or What is Syncing?
Goal
Use these steps to connect an integration between your Hona Business Org and a MyCase account.
Overview of Steps
1. Sign into MyCase
You must be an Admin in MyCase to connect an integration to your account. Make sure you are signed in before proceeding to the next step.
2. Access Hona Integrations
Log into your Hona Business Org. You must also be an Admin in Hona to connect an integration. Open your Company Settings → Integrations
3. Connect MyCase
Find the tile for MyCase:
Select Connect:
Assuming you are logged into MyCase as an Admin, you will see this pop-window. Select Allow to connect your integration between Hona and MyCase.
4. Verify Connection
After authorization, you will be redirected back to the Hona integration page where the MyCase integration tile should now appear at the top, indicating that the integration is Connected - Inactive.
FAQs
Do you have a video walkthrough I could watch for connecting a MyCase integration?
Do you have a video walkthrough I could watch for connecting a MyCase integration?
For a video walkthrough, click below:
Why is my integration "Inactive"?
Why is my integration "Inactive"?
This just means there is no automatic syncing happening between your Hona and MyCase accounts. To learn more about integration statuses, read Going Live with Hona: Inactive vs Active integration.
Why do I need to be an Admin in MyCase?
Why do I need to be an Admin in MyCase?
Only Admin can connect integrations in MyCase. The primary reason for this is because only Admin have full integration access, so therefore they are the only ones who can "Allow" the integration to access the data it needs.
Conclusion
Congratulations! You have successfully completed the initial setup for the MyCase and Hona integration. If there are any additional questions, please chat with our support team or reach out to us directly at [email protected].