Hona Login Experience
Your clients will receive a link from Hona to login to their account that is texted to them. If they don't have a number associated with their account, they will receive an email instead.
When they click the link, no additional login information is needed on your client's end.
If a number or email is updated within your CMS, a new notification will be sent out to the updated contact.
Main Page Overview
Upon clicking the link, your clients will be on the main page depicting which phase/stage they are in.
Your clients can scroll to see the description of the phase and click into any FAQ's that you have setup.
A tracker at the top allows clients to view upcoming phases or stages.
Additional Client Tabs
The team logo directs clients to a page displaying information about attorneys, paralegals, office managers, etc.
The task logo shows any assigned Hona tasks.
To the left of the main tab you will see the activity tracker that displays a timeline of the Hona updates and past activity.
The logo next to the timeline shows upcoming Hona events.
Communication Features
Clients can access two-way texting with Hona via the messaging icon in the top right-hand corner. If two-way texting isn't activated in your account, clients will not see this option.
Messaging history can be viewed here, and new messages can be sent to the firm.
Clients can upload photos, videos, or documents using the Upload button.
Within the files tab, they will be able to see any past files sent or shared.
Conclusion
Understanding the client's experience with Hona updates is crucial for ensuring effective communication and engagement. By familiarizing yourself with the main features available to clients, you can better support them throughout their interaction with Hona. If you have any questions or need further assistance, don't hesitate to reach out.