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
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
When your Client completes a Form sent to them through Hona, their responses are automatically stored in your Hona Org—and, if your Org is integrated with your CMS, the data will also log directly into the Client’s case or matter. This article explains exactly where to find Form submissions in Hona and in your CMS, along with best practices for managing Forms efficiently. You’ll learn how to locate submissions at the Org level, at the individual Form level, and within a specific Client’s Project, as well as how to enable notifications, use the Browser Extension for streamlined review, and download a PDF copy of any submission.
Enable Form Notifications
Use the Chrome Extension
How to Download a PDF copy
Congratulations, your Client submitted a Form you sent them through Hona! Now...where is it?
Where are my Form submissions?
How to find a Form submission...
In Hona
All Submissions for All Forms:
All Submissions for All Forms:
From the side-bar in Hona, open Collect → Forms
To see all Forms which have been sent to your Clients, open the "Submissions" tab at the top of this page (visual below):
All Submissions for a Single Form:
All Submissions for a Single Form:
From the side-bar in Hona, open Collect → Forms
Select the Form you want to view.
Once your Form is opened, select the "Responses" tab at the top to see all completed submissions of that Form specifically.
An Individual Client's Form Submission:
An Individual Client's Form Submission:
Open the Client's Project in Hona and navigate to the "Forms" tab. In this tab, you will see all Forms assigned (or scheduled) to the Project as well as their current completion status.
In CMS/CRM
The data collected through a Form submission will be logged in your Client's case/mater automatically after they have submitted their responses to the Form questions. The data will log in the same place in your CMS that your other notifications log. To learn more about integration logging, please read Syncing: Data Pushing & Logging (Hona → CMS).
If you have enabled Form Field Mapping, you can expect the data collected to push into the fields which you have mapped to your Form questions.
Best Practices for Managing Forms
Enable your Form notifications to make sure you always know when a Client has submitted their responses to a Form assigned to their Project. To learn how, please visit Configuring Business User Notification Settings.
Use the Browser Extension to conveniently view your Client's Form responses while you have their cases/matter open in your CSM. This will make it so you can enter in the information you need without toggling back and forth between screens.
Download a PDF copy of a Client's Form responses if you would like to save a copy of the submission in a document-format.
To see a Client's Form in the Browser Extension, select Tabs → Forms
To download a PDF copy of the Client's Form responses, open up the Form and select Download as PDF. This action is available regardless of Form status, meaning it's possible to download a PDF copy even before all responses have been submitted by the Client.
Conclusion
By knowing where Form submissions live and how to manage them effectively, you can ensure that important Client information is always easy to access, review, and store. Whether you're viewing responses directly in Hona, relying on your CMS integration, or using tools like notifications and the Browser Extension, these workflows help keep your case data organized and up to date. With these best practices in place, you’ll always have the information you need right where you expect it. For any questions or concerns, please chat with our support team or email us directly at [email protected].