Which matters sync. A matter syncs when its Hona Enabled field says Yes, or is checked, and the matter has a client. Turning Hona Enabled off on a case that is already in Hona keeps the case in Hona and keeps it updating, but automatic updates for it stop sending. A matter closed in Clio is marked complete in Hona.
Client details. From the matter's client, Hona pulls first name, last name, primary email, primary phone and date of birth. If the client is a company, the company name is shown. Related contacts on the matter can also sync if your firm has more than one contact per case turned on. Ask your account manager.
Team. Responsible Attorney, Responsible Staff, your custom Contact Select team fields and Hona Follower fields sync. See Mapping Clio Team Members to Hona.
Project type and phase. Project type comes from the field you mapped, usually practice area. Phase comes from the matter stage, or from Clio tasks for task-based project types.
Task-based phases. List the Clio task names on each phase. A task counts once it is marked complete in Clio. Choose whether a phase needs all of its tasks done or just one. If a listed task is not on the matter, your project type setting decides whether Hona treats it as done. Tasks are read when the matter syncs.
When it updates. Each nightly sync picks up matters that changed in Clio in the last few days, so editing a matter, including its Hona Enabled field, is enough for the next sync to see it. Changes in Clio do not reach Hona in real time. To update one matter right away, open its case in Hona and click the sync icon in the case header.