Clio runs your practice.
CaseHug fills the intake gap.
Clio is the gold standard for practice management. CaseHug gives Clio firms a premium, completion-focused intake layer that turns signed clients into fully onboarded matters fast.
Platform
CaseHug
Platform
Clio
CaseHug is the intake tool Clio customers have been asking for.
Clio's portal is built for ongoing case communication. What firms need before that is a specialized onboarding workflow that gets clients from “I hired you” to “everything is ready” in minutes.
Intake happens in CaseHug
Send a mobile-optimized intake link. No login required. Clients upload everything in one guided workflow.
You review in CaseHug
Documents are reviewed, approved, and organized with AI-assisted quality checks before they ever hit your PMS.
Everything syncs to Clio
Approved data and documents land in the right Clio matter automatically. No double entry.
Why CaseHug outperforms Clio's built-in intake
No client login required
Direct links open straight into a personalized intake portal, eliminating password friction and forgotten-credential drop-off.
Completion-optimized mobile experience
CaseHug is designed around phone-based document capture, not retrofitted desktop workflows.
Jurisdiction-smart checklists
Document requests match the matter type and jurisdiction automatically instead of relying on generic templates.
Smart reminder sequences
Purpose-built Day 3/7/14 reminder flows keep the matter moving without your team babysitting it.
Side-by-side comparison
| Feature | CaseHug | Clio |
|---|---|---|
| Primary purpose | Client intake & document collection | Full practice management suite |
| Client intake portal | No-login mobile portal, target 98%+ completion | Client portal, login required |
| Document collection UX | Completion-optimized, guided upload | General document sharing |
| Intake completion rate | Target: 98%+ | 75-85% |
| Jurisdiction-aware checklists | 4 states built-in (expanding) | Manual templates |
| Automated intake reminders | Smart Day 3/7/14 sequencing | Email workflows available |
| Avg. intake time | 15 minutes | 3-7 days |
| AI document suggestions | ✅ | ❌ |
| Smart conditional forms | ✅ Built-in | Limited |
| Mobile document capture | ✅ Native camera upload | ⚠️ Upload only |
| Client requires account/login | ❌ No login needed | ✅ Account required |
| Practice area templates | ✅ Family, PI, Immigration, Estate | ⚠️ Manual setup |
| Document quality AI review | ✅ Auto-flags issues | ❌ |
| Intake abandonment recovery | ✅ Smart re-engagement flows | ❌ |
| Billing & invoicing | ❌ | ✅ Full |
| Time tracking | ❌ | ✅ Full |
| Trust accounting | ❌ | ✅ Full IOLTA |
| Court calendaring | ❌ | ✅ Court rules |
| CaseHug → Clio sync | ✅ Native two-way | ✅ (via CaseHug) |
| Setup time | < 1 hour | 1-3 days |
| Price | From $99/mo flat | $49-149/user/mo |
Competitor pricing and features as of March 2026. Check their websites for current information.
Why CaseHug + Clio is the complete stack
Keep Clio for practice management. Let CaseHug own the intake and collection workflow that happens before the matter is fully file-ready.
Native two-way sync
Documents approved in CaseHug flow directly into the right Clio matter.
0
duplicate entries
No client login needed
A single link dramatically cuts intake friction and abandonment.
1 link
all clients need
Jurisdiction-aware by default
CaseHug knows what to request for different states and matter types.
42
requirement sets built-in
Adding CaseHug to your Clio workflow
Step 1
Connect CaseHug to Clio
Authenticate once and CaseHug imports matter types and creates a sync profile.
Step 2
Configure your intake templates
Choose the document checklists you want per practice area and jurisdiction.
Step 3
Send a test link
Run yourself through the intake on your phone and experience the workflow firsthand.
Step 4
Go live with your next client
Approve documents in CaseHug and let them sync automatically back to Clio.
Step 5
Keep the rest of Clio unchanged
Billing, calendaring, and case work stay exactly where they are today.
Total setup time: under 1 hour.
No migration. No downtime. No disruption to your Clio workflow.
Clio user? Add CaseHug in under an hour.
Connect your Clio account and start seeing better intake completion in your first week.
Early Access · 14-day free trial · Cancel anytime