Hona

Get to know the basics of an Integration and how they add value to Hona.

Getting Started: What is an Integration?

Learn how syncing between Hona and your CMS/CRM keeps client, case, and team data accurate, automated, and up to date.

Integrations: What is Syncing?

Learn how Hona pulls data from your CMS/CRM Contacts and Cases to power automated features, notifications, and Client communication.

Syncing: Data Pulling (CMS → Hona)

Learn how Hona automatically pushes messages, notifications, documents, and form responses into your CMS/CRM.

Syncing: Data Pushing & Logging (Hona → CMS)

How do I disable Hona for a single case or contact?

How to Disable Hona for a Single Case

Sarah Uluave

Abby Peery

Tristan Wright

Learn how Hona works with our integration partners

Integrations + Automations

Find your integration from the list below to learn more:

Integrations

Step by step guide for connecting an integration between Hona and MyCase.

How to Connect MyCase Integration

What fields of data does Hona pull from MyCase?

MyCase Syncing: Data Pulling

What data does Hona push through the integration into MyCase?

MyCase Syncing: Data Pushing

How do I map my Project Types in Hona if I have a MyCase integration?

MyCase: How to Map Project Type

Your ultimate guide to your MyCase integration with Hona.

MyCase

Setting Up the Initial Integration Between Filevine and Hona

Filevine Integration Setup

Filevine Data Mapping Guide

Creates tasks in your Filevine based on triggers from Hona

Create Filevine Task Automation Setup

Product Team

Filevine

This guide will walk you through how to automate lead capture from your Hona Chatbot and seamlessly push those leads to your LeadDocket account.

Connecting Hona Chatbot with LeadDocket: Lead Capture Integration Guide

How to integrate your Hona Org with Lead Docket.

Lead Docket

Setting Up the Initial Integration Between Clio and Hona

Clio Integration Setup

How to Setup the Project Mapping for Clio and Hona

Clio and Hona Mapping

Learn how to include matter team members to Hona

Mapping Clio Team Members to Hona

Clio

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

CASEPeer

Learn how to integrate Salesforce or Litify with Hona

Salesforce and Litify Integration Setup

Mapping data from Salesforce or Litify Hona. The process allows you to customize how your case management data syncs with Hona's platform.

Salesforce & Litify Object Mapping Guide

This article takes you through the process of creating a lead, or intake, in Litify.

Creating Leads in Litify

Articles and Support for Litify/Salesforce

Litify/Salesforce

Learn how to integrate Hona with SmartAdvocate to automatically sync case data and improve your workflow.

SmartAdvocate Integration Setup

Learn how to enable and configure contact roles so multiple people can receive updates on a case.

Setting Up Multiple Contacts in Hona with SmartAdvocate

Braxton Medeiros

Learn how to integrate with SmartAdvocate

SmartAdvocate

This guide will take you through how to set up the integration between Neos and Hona.

Neos Integration Setup

How to set up Project Mapping for Neos and Hona

Neos Mapping

This article will help you set up multiple contacts on a case for the Neos Integration.

Multiple Contacts - NEOS

Articles to set up and manage your Neos Integration

Neos

The LawPay integration allows you to send secure payment requests directly to your clients from any case in Hona.

LawPay Integration Setup

LawPay

How to connect your Smokeball account to Hona.

Smokeball Integration Setup

How to set up Project Mapping for Smokeball and Hona

Smokeball Mapping

Smokeball

This guide walks you through how to access your API key and connect your Attorney Share account to Hona.

Attorney Share Integration Setup

This will walk you through setup of an Attorney Share automation and highlights important limitations to be aware of.

Attorney Share Automation Setup

Attorney Share

Learn how to connect Cal.com to your Hona account!

Calendly Integration Setup

Calendly

This guide will walk you through setting up an integration between your law firm's case management system and Hona using Zapier.

How to Integrate Your Case Management System with Hona Using Zapier

This collection contains articles on how to use Zapier and our API to connect with Hona.

Zapier

Cal.com Integration Setup

Cal.com

How to Configure Lead Conversion Automation

Hona Custom Automations

Ultimate Guide to Using Hona Automations.

Automations

Find answers and get help from Intercom Support and Community Experts

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