What this article helps with: Opening Global Lia, getting firm-wide reports in plain language, refining and exporting them, and working a single case from one place.
Who this is for: Anyone at the firm who wants answers from their Hona data without building a report by hand: managing partners, case managers, and ops leads.
When not to use this article: If you're looking for the Lia bar inside a client's message thread, see Chat with Lia: the staff-facing drawer instead.
Rolling out now. Global Lia is rolling out to firms. If you don't see it yet, reach out to your Hona team.
Key Terms
Key Terms
What do you mean when you say...
Global Lia = Lia's own page in Hona, at app.hona.com/lia, for firm-wide questions and any single case.
Firm chat = a Global Lia chat about your whole firm (reports, analytics, firm-wide questions). Private to you.
Case chat = a Global Lia chat locked to one case. Other cases get their own chat.
Step 1: Open Global Lia
Go to app.hona.com/lia.
The first time you ask something, click Let Lia act for you in Hona, then Allow for 90 days.
Lia can only see and do what you can in Hona. You can disconnect Lia at any time, and after 90 days Lia will ask you again.
You'll land on the home screen. Start with a suggestion under Start with, like What's next for me? or How's the firm doing?, or type your own question in Ask Lia anything.
Step 2: Ask about your firm
Click How's the firm doing? Lia pulls your numbers and builds a report that opens on the right, covering:
Message volume
Client response rates
Cases in progress
Open escalations
Step 3: Refine and export
Change the view. Click a suggestion under Refine this view, or just ask. For example, a different date range or a breakdown by case manager.
Share it. Click Export and choose HTML, PNG, or PDF.
Step 4: Pick a case
Click Work a case.
Search by client name or Hona ID, then pick the case.
That chat now works only on that case. Other cases get their own chat.
Step 5: Work the case
Click Summarise this case and Lia lays out the case type, phase, escalations, and provider requests at a glance. You can also ask follow-up questions in plain language.
Every chat is saved under Chats on the left, so you can pick up right where you left off.
Where to go next
What is Lia?: the overview of what Lia does and how the pieces fit together.
Chat with Lia: the staff-facing drawer: using Lia inside a client's message thread.
Troubleshooting and FAQs: Lia: symptoms, causes, and fixes.
FAQs
I don't see Global Lia. How do I get it?
I don't see Global Lia. How do I get it?
Global Lia is rolling out to firms now. Try going straight to app.hona.com/lia. If it isn't available for your firm yet, reach out to your Hona team or email [email protected].
What can Lia see and do?
What can Lia see and do?
Only what you can see and do in Hona. Lia works as you, so she never sees cases or data your own account can't access.
What does "Allow for 90 days" mean?
What does "Allow for 90 days" mean?
It lets Lia use Hona as you for the next 90 days, including while you're away from the chat. You can disconnect Lia at any time. After 90 days, Lia will ask you again.
Can anyone else see my chats?
Can anyone else see my chats?
No. Firm chats are private, and only you see them. If you want to share a report with your team, use Export to save it as HTML, PNG, or PDF.
Is Global Lia the same as Chat with Lia?
Is Global Lia the same as Chat with Lia?
No. Chat with Lia is the drawer inside a client's message thread in Hona, and it only works on that conversation's case. Global Lia is its own page, at app.hona.com/lia, for firm-wide questions and any single case.
How is this different from the Hona MCP?
How is this different from the Hona MCP?
The Hona MCP connects your Hona data to tools like Claude or ChatGPT, which many firms need IT approval to set up. Global Lia gives you the same kind of answers right inside Hona, with nothing to install.
Conclusion
Global Lia puts your firm's numbers and any case one question away. If you have questions, chat with our support team or email [email protected].