Hona keeps a record of client activity on the matter in Clio. Here is what you will find there.
Text messages. Every text sent or received in Hona is saved on the matter as its own Communication, titled "Hona 2 Way Message," with a link back to the conversation in Hona. If your Clio connection was not allowed to create Communications, each text is saved as a Note with the same title instead.
Automated updates. Each update Hona sends a client, such as a phase change, drip update, custom message, review request or e-signature request, is saved as its own Note. The note starts with a label such as "Event: Phase Change," followed by the message.
Forms. When a client submits a form, Hona adds a Note titled "Form Submission" followed by the form name, listing the answers. Files uploaded to the form are added to the matter's Documents. If you mapped form questions to Clio fields, those fields are updated too.
Signed documents. When a client signs, the signed PDF is added to the matter's Documents and a Note is added with the label "Event: E-Signature Signed."
Photos and files sent by text. These are added to the matter's Documents.
AI Receptionist calls. When a caller is matched to an existing case, the call summary is saved as a Note titled "Phone Call with," followed by the caller's name and number.
Where files go. Files are added to the matter's Documents tab at the top level, under their original names. Files over 1 GB are not copied.
If you have questions, contact [email protected].