Hona

Setting Up the Initial Integration Between CASEpeer and Hona

CASEpeer Integration Setup

Setting Up Project Mapping for CASEpeer and Hona to connect the two platforms

CASEpeer and Hona Mapping

This article walks you through how to create or edit team roles and ensure they sync properly.

CASEpeer Team Member Role Mapping

support@hona.com

CASEPeer

Business App

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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How does Hona Benefit My Business?

What is Hona?

Hona Engage

Getting Started: Your Hona Org

How to Add/Edit Users in Your Hona Org

Company Settings - Company Info

How to Host Your Business Number with Hona

Custom Domain Setup

Setting up your Hona Org (Hona Engage) 

Getting Started: Leads

Utilizing Engage Features for Leads

How to Configure Lead Capture Chatbot

How to Configure Lead Automation

Hona Leads

Support: Hona Leads

Getting Started: 2-Way Messaging

How to 2-Way Message

2-Way Messaging: Message Templates

2-Way Messaging

How to Build a Project Type (Case Tracker)

How to Build Phases

Drip Notifications

Project Types (Case Tracker)

Support: Project Types

Getting Started: Team

How to Configure Hona Team

Team

Getting Started: Calendar Events

How to Build Calendar Event Types

How To Schedule Calendar Events

Calendar Events

Getting Started: Forms

How to Build a Hona Form

How to Send a Form

Managing Form Submissions

Forms

How to Build an E-Signature Template

How to Send an E-Signature Request From a Template

E-signatures -  How to use the Quick Send

E-Signatures

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How To Configure NPS Surveys

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Getting Started: Mass Messaging

How to Send a Mass Message

Mass Messaging

How to Create a New Client Contact (Stand-Alone Orgs ONLY)

How to Bulk Upload Your Case Information (Stand-Alone Orgs ONLY)

How to Create a New Project/Case (Stand-Alone Orgs ONLY)

How to Create Team Members (Stand-Alone Orgs ONLY)

How to Create Team Roles (Stand-Alone Orgs ONLY)

Multiple Contacts- Standalone (unintegrated)

Stand-Alone Hona Orgs (Non-Integrated)

Getting Started: What is an Integration?

Integrations: What is Syncing?

Syncing: Data Pulling (CMS → Hona)

Syncing: Data Pushing & Logging (Hona → CMS)

How to Disable Hona Client Notifications

Connecting Hona to ChatGPT or Claude

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MyCase

Filevine

Lead Docket

Clio

Litify/Salesforce

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LawPay

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Attorney Share

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Cal.com

Hona Custom Automations

How to Configure Lead Conversion Automation

Automations

What is Hona's AI Receptionist?

How to Create + Activate AI Receptionist

Routing AI Receptionist to Existing Business Number

Optimizing AI Agent for Business-Specific Caller Outcomes

How to Configure Lawmatics for AI Receptionist Data Capture

Understanding the Three-Part Profile System

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AI Receptionist

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Hona Business User Experience

How to Reset Business User Password

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