The intake platform your firm deserves.
Stop losing clients to broken intake. Send one link, collect every document you need, and get clients fully onboarded in under 15 minutes — not 3 weeks. (Our target intake time.)
Client onboarded
All 7 docs · 12 min
Platform capability
65+
document types
See CalmIntake in action
Watch the intake flow in real time
Attorney sends a personalized link
Built with real requirements — ready from day one
What's ready on day one
Built to the highest legal industry standards
HIPAA Compliant
Business Associate Agreements available
SOC 2 Ready
Audit planned · 2026
99.9% Uptime
Enterprise-grade infrastructure
AES-256 Encryption
All data at rest and in transit
US-Only Storage
AWS us-east-1 · No offshore transfers
You're losing clients after they say yes.
You spent years building your reputation. Your marketing brings in leads. Your consultations convert. But somewhere between "I want to hire you" and "here's my retainer check," you're losing one in three clients to broken intake.
They wanted to hire you. But the paperwork was confusing. The portal required a login they forgot. The document checklist was three pages of legal jargon. The email got buried. So they called your competitor instead.
Per the Clio Legal Trends Report: ~33% of potential clients don't convert — intake friction is a leading cause.
One link. 15 minutes. Done.
No more chasing documents. No more confusing portals. No more losing clients to paperwork. CaseHug turns your intake into a 15-minute experience so smooth your clients will thank you for it.
Built for intake. Not bolted on.
Every feature exists because an attorney asked for it. None of the bloat you don't need.
Document Collection Pipeline
Smart checklists that know exactly what to request based on case type, jurisdiction, and complexity. Clients upload once; you approve in seconds.
Learn more →Smart Intake Forms
Conditional logic that adapts to each client. Shows only relevant questions, never asks for info you already have, and auto-adjusts for jurisdiction requirements.
Learn more →Jurisdiction Intelligence
Jurisdiction-specific document requirements for SC, NC, GA, and FL — with 50-state coverage in development. CaseHug knows the difference and populates requirements automatically.
Learn more →Practice Management Sync
Native integrations with Clio, Smokeball, MyCase, and Lawmatics. Documents and client data flow directly into your workflow. Zero double-entry.
Learn more →Mobile-First Client Portal
No passwords. No app downloads. Just a link, a camera, and a progress bar. Built for the way people actually use their phones. Designed for fast completion.
Learn more →Automated Follow-ups
Smart Day 3, Day 7, Day 14 reminder sequences via SMS or email. Stop playing phone tag. Designed to dramatically improve completion rates with the right nudges.
Learn more →Your entire intake pipeline. One dashboard.
Every matter, every client, every document — organized, searchable, and ready for review.
Two experiences. One seamless process.
Create a matter
Choose case type, enter client info, select jurisdiction. Takes 2 minutes.
Generate intake link
CaseHug builds a personalized document checklist with your jurisdiction's exact requirements.
Send in one click
Text or email the link. Client gets a professional, branded portal instantly.
Watch in real-time
Your dashboard updates live as clients upload. No more checking email.
Review and approve
Documents land organized and labeled. Approve with one click per file.
Sync to your PMS
Approved documents flow directly into Clio, Smokeball, or your workflow.
Receive a personalized link
No app download. No account creation. Just a link that works on any phone.
See exactly what's needed
Clear, plain-English checklist. No legal jargon. Every item explained with examples.
Upload from their phone
Tap to photograph documents. Or upload from Photos, Google Drive, or Dropbox.
Get guidance along the way
Built-in tips, FAQs, and examples help clients find and photograph the right documents.
Track their progress
Visual checklist shows what's done and what's left. Satisfying to complete.
Done fast
CaseHug is designed to complete intake in under 15 minutes. Your clients will actually thank you.
The specialist beats the generalist
Full practice management platforms try to do everything. CaseHug does one thing — client intake and document collection — and does it better than anyone else.
CaseHugfrom $99/mo | Manual Process | Clio / Smokeball | |
|---|---|---|---|
| Intake completion rate | Target: 98%+ | 60–70% | 75–85% |
| Avg. onboarding time | Target: 15 min | 2–3 weeks | 3–5 days |
| Mobile document upload | ✅ Native camera | ❌ Email only | ⚠️ Limited |
| Jurisdiction-aware forms | ✅ 4 states (expanding) | ❌ Manual | ⚠️ Add-on only |
| Automated reminders | ✅ Smart Day 3/7/14 | ❌ Manual calls | ⚠️ Basic email |
| No client login needed | ✅ Link-only access | ❌ Account required | ❌ Account required |
| Price for 30 matters/mo | $249/mo (monthly) | $0 + staff time | $400–900/mo+ |
| HIPAA compliance | ✅ Included | ⚠️ Your burden | ✅ Included |
Built for real law firms, not demos
Every feature, document type, and integration exists in production right now. No vaporware. No “coming soon” placeholders.
Practice Areas
- Family Law
5 case types · Divorce, custody, support, adoption, paternity
- Immigration
5 case types · Green card, naturalization, asylum, work visa, DACA
- Estate Planning
10 case types · Wills, trusts, POA, probate, guardianship
- Personal Injury
10 case types · Auto, premises, medical, product, wrongful death
Integrations
- Clio Manage
Full case sync · Contacts, matters, documents
- Smokeball
Case & contact sync · Document push
- MyCase
Matter creation · Client data sync
- Lawmatics
Lead & intake sync · Automation triggers
Security & Compliance
- HIPAA Compliant
BAA available · Full audit trails
- AES-256 Encryption
At rest and in transit · Zero plaintext storage
- US-Only Data Storage
AWS us-east-1 · No offshore transfers
- Configurable Retention
Auto-delete policies · Right to erasure
Be among the first firms to transform their intake.
CaseHug is in early access. We're onboarding law firms now — and working directly with each one to make sure the product fits their workflow perfectly.
Built from 200+ attorney conversations across 38 states.
Built from real interviews
Every feature came from attorneys describing what was broken. We interviewed 200+ law firms before writing a line of code. This isn't guesswork.
Work with us directly
Early access firms get direct access to our team. Your feedback shapes the product. We'll configure your templates, walk through your workflow, and make sure it actually works for you.
HIPAA-ready from day one
We didn't bolt compliance on. AES-256 encryption, US-only storage, complete audit trails, and configurable data retention are in the platform from the first sign-in.
Join the early access program
Limited spots available. 14-day free trial, no credit card required. You'll be up and running with your first intake link in under an hour.
Watch CaseHug in 3 minutes
See exactly how a client goes from "consultation done" to "all documents received" in 15 minutes.
Coming Soon
Full product walkthrough video — launching with our public release
See what slow intake is costing you.
Move the slider and see the real number. Most attorneys are shocked.
Based on 2025 Clio Legal Trends Report: ~33% of potential clients don't convert. Average legal matter value $3,500.
Early Access · No credit card · Cancel anytime
Built to legal industry standards. Not an afterthought.
Client documents contain some of the most sensitive information imaginable. CaseHug was built with security as the foundation — encrypted storage, complete audit trails, automatic data retention, and HIPAA compliance built in from day one.
Integrates with your existing tools
Plus Zapier, Make, REST API, and webhooks for custom integrations. View all integrations →
Plans that scale with your firm
Start free. Upgrade when you're ready. Save 20% with annual billing.
Solo
Solo practitioners with < 10 active matters/month
10 matters/mo · $3.00/matter overage
- 10 active matters included
- Mobile-first client portal
- Jurisdiction-aware forms
- Automated Day 3/7/14 reminders
- Document collection pipeline
- Email & SMS notifications
- 1 user seat
Practice
Small firms with 2–5 attorneys handling 15–30 cases/month
30 matters/mo · $3.00/matter overage
- 30 active matters included
- Everything in Solo, plus:
- Clio & Smokeball integration
- Smart intake forms with logic
- Custom document templates
- Analytics dashboard
- Up to 5 user seats
- Priority email support
Firm
Growing firms with 5–15 attorneys and high volume
75 matters/mo · $2.50/matter overage
- 75 active matters included
- Everything in Practice, plus:
- All PM integrations (Clio, Smokeball, MyCase, Lawmatics)
- HIPAA compliance (BAA included)
- Webhook & REST API access
- Full audit trail & compliance reporting
- Unlimited user seats
- Phone & priority support
Need more than 75 matters/month? Contact us for Enterprise pricing — unlimited matters, white-label, dedicated support.
Frequently asked questions
Everything you need to know about CaseHug.
Still have questions? Contact our team
Ready to stop losing clients
to broken intake?
Built for law firms. Early access is open now. Set up in under an hour. First intake link live in minutes.