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Search is UI-only for now — use the categories below to navigate.
Getting Started
Set up your firm, configure templates, and send your first intake link.
- → Welcome to CaseHug
- → Setting up your firm profile
- → Creating your first matter
Matters & Clients
Create and manage matters, add clients, and understand matter statuses.
- → How to create a matter
- → Adding a client
- → Matter status explained
Document Collection
Understand how intake links work, review documents, and manage requests.
- → How intake links work
- → Reviewing uploaded documents
- → Requesting additional documents
Client Portal
What clients see, how they upload documents, and troubleshooting.
- → What clients see
- → Mobile upload & camera capture
- → Troubleshooting uploads
Integrations
Connect Clio, Smokeball, MyCase, and other practice management tools.
- → Connecting Clio
- → Connecting Smokeball
- → Webhook setup
Settings
Firm profile, branding, templates, notifications, and team management.
- → Firm profile setup
- → Custom branding
- → Managing team members
Billing
Plans, upgrades, usage, overages, and payment methods.
- → Plans explained
- → Stripe billing integration
- → Managing your subscription
Court Forms & Deadlines
Browse court forms by jurisdiction, assign fillable forms to matters, and track filing deadlines.
- → Court forms library
- → Fillable forms
- → Tracking deadlines
Contact Support
Can't find your answer? Reach our team directly.
- → Email us
- → Schedule a call
- → Leave feedback
Popular Articles
Welcome to CaseHug — Getting Started in 5 Steps
Getting Started
How Intake Links Work
Document Collection
Multi-page Upload, Scanner & Fillable Forms
Document Collection
Matter Templates — Save & Reuse Configurations
Settings
Court Forms Library & Filing Deadlines
Court Forms & Deadlines
What Your Clients See in the Portal
Client Portal
How to Connect Clio to CaseHug
Integrations
Understanding Your Plan and Usage
Billing