Hona is an AI case agent platform for personal injury firms that automates client outreach, appointment tracking, and treatment-gap escalation.

Hona preview

AI case agents for personal injury firms

Hona is an AI case agent platform for personal injury firms. It is designed to handle routine client communication during the treatment phase of a case, including outreach, appointment tracking, follow-ups, and escalation of problems that need staff attention.

The product positions itself as a way to keep clients informed and cases moving without requiring case managers to manually chase every update. Hona says it can work across a firm's existing case management workflow, and it highlights integrations with platforms such as Filevine, MyCase, CASEpeer, Clio, and others.

Core capabilities

Fast enrollment

Enroll a client from the dashboard without leaving the case management system, so treatment-phase workflows can start quickly.

Automated client outreach

Send appointment reminders, follow-ups, and outreach by text, with the AI handling the repetitive middle of the case.

Treatment tracking

Capture treatment updates after visits, including symptoms and provider information, and attach the details to the case record.

Gap detection and escalation

Flag missed appointments, treatment gaps, and other issues in real time, with escalation rules that your team defines.

Human oversight tools

Let staff review every conversation, step into an active thread, approve provider drafts, and call from the dashboard when human judgment is needed.

Integration options

Connect with supported case management systems through direct integrations, plus a Chrome extension and Zapier for broader coverage.

Common use cases

  • Treatment-phase client follow-up

    Use Hona to send appointment reminders and follow-up messages during ongoing treatment so staff do not need to manually chase every client.

  • Case documentation

    Use the platform to log provider visits, symptoms, and treatment updates after each appointment so the case file stays current.

  • Early issue detection

    Use the escalation rules to surface missed appointments, treatment gaps, new providers, or other red flags before they become larger case issues.

  • CMS-connected workflow

    Use the integrations and enrollment workflow to add clients from an existing case management system without rebuilding the firm's current process.

  • Human-in-the-loop communications

    Use the dashboard visibility to let case managers review AI conversations, take over when needed, and approve outbound drafts for sensitive situations.

Pros and Cons

Pros

  • Covers repetitive client communication in the treatment phase, including reminders, check-ins, and follow-ups.
  • Captures appointment and provider details in the case record automatically.
  • Surfaces treatment gaps and other exceptions early instead of waiting for manual review.
  • Lets human staff stay involved through visible conversations, escalation rules, and dashboard call handling.
  • Integrates with several common legal case management systems and also offers Zapier for broader connections.

Cons

  • The page does not publish pricing, so buyers need to contact the company for commercial details.
  • Some setup depends on the firm's case management system and workflow, so fit may vary by CMS and configuration.

FAQ

Does Hona use text, calls, or both?

Hona's AI Case Agents can reach clients by text or call, and the firm controls how that outreach is configured. The product page notes that many firms prefer text-based outreach because clients respond faster and find it less intrusive.

What does the AI do versus the case manager?

The AI handles repetitive treatment-phase work such as appointment reminders, post-visit check-ins, treatment gap follow-ups, and provider tracking. Human staff step in when a situation needs judgment, such as a client saying they want to stop treatment, naming a new provider, or asking a legal question.

How do clients get enrolled?

Clients can be enrolled manually through a Chrome extension. The page also says enrollment may be connected to case status changes in the case management system, depending on setup.

What case management systems does Hona integrate with?

The integrations page lists direct connections for case management software such as Filevine, MyCase, CASEpeer, Assembly Neos, Clio, Lawcus, Litify, GrowPath, SmartAdvocate, LawBase, Salesforce, PracticePanther, and Zapier, with additional direct integrations described as growing.

Will clients know they are talking to an AI?

Yes. The product states that the AI introduces itself as an AI Case Agent from the firm in the first message, and that outreach settings such as message timing are configurable.

Quick Facts

Category
AI case management for personal injury firms
Primary users
Personal injury case managers and legal teams
Platform type
AI workflow and client communication platform
Integrations
Filevine, MyCase, CASEpeer, Assembly Neos, Clio, Lawcus, Litify, GrowPath, SmartAdvocate, LawBase, Salesforce, PracticePanther, Zapier
Pricing
Not published on the site
Source domain
hona.com