Step 1: Verify Access and Integration in Hona
Ensure you have admin access to Hona and access to Clio.
In Hona, navigate to the top left corner menu, go to your company settings, and click on the integrations tab.
Click on the integrations tab, and confirm that the Clio integration tile is showing as connected. If not, refer to the support article HERE on how to set up the initial integration between Clio and Hona.
Step 2: Map Fields in Hona
Click on "Map Fields" in the Clio integration tile.
We will want to map to three fields: project type (which is typically mapped to the practice area within Clio), phase names (typically mapped to matter stages in Clio or custom fields/tasks if applicable), and Hona enabled (a custom field in Clio).
Create the Hona enabled field as a custom field in Clio, and add it as you would add a custom phase option.
Below are the areas within Clio that Hona is mapping to:
Step 3: Configure Project Types in Hona
In Hona, go to project types and click on the three dots next to each project type, then click "edit."
Select applicable practice areas for each project type.
Scroll to the bottom and click on other settings to choose phased-based or task-based progression. If you need more information on phase vs task phase progression, please refer to our article HERE.
For phased-based progression, select the relevant phases and matter stages.
Save the configuration for each project type.
Step 4: Set Up Phase Mapping
Click into individual phases within each project type in Hona.
Find the section that says triggers and select the Clio triggers applicable to this project type (e.g., file setup).
Each phase will need to have at least one trigger mapped. You can add multiple triggers to one Hona phase. However, a Clio phase cannot be used in more than one Hona phase within a project type.
Click save to confirm the mappings.
Step 5: Testing the Mapping
To test, go back to Clio, copy the project or matter ID from the URL, and in Hona go to the Project tab, click on the syncing button, paste the ID, and sync from Clio.
As long as Practice Area, Matter Stage, and Hona enabled are properly mapped, you will receive the updates through Hona.
For testing, set HONA enabled to "yes" and ensure the notification is received in HONA.
Optionally, explore task-based progression in the company settings if needed.
If the project appears correctly, your Hona phase and project type mapping are ready to use.
Conclusion
By following these steps, you've successfully set up project mapping between Clio and HONA, ensuring a smooth workflow and accurate synchronization of project information. If there are any additional questions, please reach out to your dedicated account rep or to [email protected].