What this article helps with: Connecting Lawcus to Hona for the first time, mapping your matters, and reconnecting if Lawcus stops accepting Hona's sign-in.
Who this is for: Firm admins with admin access to both Hona and Lawcus.
When not to use this article: If Lawcus is connected but data is not syncing, see Integrations: What is Syncing?
Overview
Hona connects to Lawcus when an admin signs in to Lawcus from Hona and approves access. Once connected, Hona reads your matters from Lawcus. Client conversations, forms and files are kept on the case in Hona.
What Hona pulls from Lawcus: open, lead, not-hired and archived matters with the Hona Enabled custom field set to Yes; the matter's workflow (project type) and stage (phase), or its tasks; the contact marked as the matter's client, or the first contact on the matter if none is, with phone, email and date of birth; and the matter's responsible attorney as the primary team member. Archived matters are marked complete.
Setup
Step 1: Connect
In Hona, go to Company Settings > Integrations and click Connect on the Lawcus tile. Sign in to Lawcus and approve access. Hona returns you to the Integrations page and the tile shows Connected - Inactive. Hona can read your data, but nothing sends to clients yet.
Step 2: Add a Hona Enabled custom field in Lawcus
Only matters with this field set to Yes sync into Hona. A matter without the field, or with any other value, does not.
Step 3: Map fields
Hona reads the project type from the matter's Lawcus workflow and the phase from its stage. To use other fields, click Map Fields on the Lawcus tile.
Step 4: Set up project types and phases
In Company Settings > Project Types, add the Lawcus workflows each project type covers, and choose whether it moves on stages or on tasks. Give each phase at least one trigger, spelled exactly as the stage appears in Lawcus.
Step 5: Test a matter
Open a matter in Lawcus and copy its ID from the web address, the part after /matter/. In Hona, paste the ID on the Projects page and sync it. Check that it lands under the right project type and phase.
Step 6: Go live
Ask your Account Manager to set the integration to Active. Only the Hona team can activate it. Nightly syncs then begin, and client updates send the next day.
Updating your connection
If the tile shows Connected - Unauthorized, Lawcus has stopped accepting Hona's sign-in and syncing has stopped. Click Update Connection on the Lawcus tile, sign in to Lawcus and approve access again.
Stopping messages for one client
Set Hona Enabled to No on the matter. If the matter has not synced yet, Hona will not create it. If it has, the matter keeps syncing and queued notifications are cancelled before they send.
Optional: the Hona Browser Extension
The extension recognizes Lawcus matter pages, so your team can open the matching Hona project without leaving Lawcus. See Hona Browser Extension.