Your Law Firm - Lee Rosen of Rosen Institute Why did the calls stop?
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Nov 20, 2025 Discover how Hona, a practice management tool, streamlines client communication, text interactions, and e-signatures to enhance the client experience. Learn the importance of restarting marketing efforts to avoid the dangerous glide into decline, illustrated through an airplane analogy. Lee offers vital strategies for reigniting marketing without getting sidetracked by pride or fear, urging firms to ramp up activities and stick to proven methods for success!
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Centralize Client Communication With Hona
- Try Hona to centralize client communication, SMS, e-signatures, and form workflows inside a Chrome sidebar over your practice management system.
- Use it to keep team members informed and to store texts and other client interactions alongside your PMS record.
Text Threads Belong In The Client Record
- Centralizing SMS and portal interactions prevents scattered records and helps teams stay on top of client communication.
- Storing texts, uploads, and e-signatures with the client record improves both service and internal accountability.
Automate Intake With Forms Mapped To PMS
- Use Hona's form builder to assign forms to clients, save progress, and automate reminders until completion.
- Map form data to Clio fields so your practice management system remains the single source of truth.