Fewer hours spent on manual outreach
Instead of going through clients one by one to make calls or send emails, schedule update messages in advance or set up automations that will trigger update notifications.
Turning Clients Into Advocates
Growing your firm's case load and creating an incredible reputation is crucial. To build trust with clients and drive reviews or referrals, you need to stay connected throughout the entire case — even when there's no major update.
In this playbook you'll find:
- 5 relevant strategies for proactive client communication
- 5 tactics for implementing each strategy
- Tried-and-tested advice for creating memorable client experiences that turn your clients into advocates
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Why invest in proactive client communication
Boosted trust with each of your clients
You prove your dedication to their case when you don't force clients to call you for update and instead prioritize consistent follow-up that keeps them in the loop.
Less negative feedback and more referrals
Clients give 5-star reviews and recommend your firm when you clearly communicate throughout the entire case, not just when you win big for them.
Why firms love Hona for client communication
Ditch Manual Client Updates
Quit drowning in phone calls and still build lasting trust with clients through:
- step-by-step case tracking
- legal explainers in the portal
- two-way messaging
- custom update triggers
Don't let your firm get stuck spending hours and hours answering the question “What’s going on with my case?”
Customize the client portal to reflect your brand's unique brand and client journey. Provide a clear case tracker that allows each client to track their case like they would a package.
Integrate with your CMS so that when stages/phases change in your CMS, update notifications are sent instantly to clients in the portal.
Stay connected, share updates, and discuss next steps throughout the entire case by sending messages in the secure portal, or use texting to keep in touch.
You pick a local 10-digit number or port an existing number for all of your client texting. This way you stay in touch how people prefer.
Trigger case status updates automatically, whether you use Hona as a standalone or integrate with your CMS. Clients never have to call for updates because you proactively stay in touch.
With Hona Engage, firms have seen a 71% reduction in "where's my case at?" calls.