Settings & Configuration
CaseHug settings are organized into five tabs: Firm Profile, Notifications, Team, Branding, and Templates. This guide walks through each one.
🏢 Firm Profile
Your firm profile is the foundational identity of your CaseHug account.
Firm Name
Appears in client-facing portals, notifications, and any generated documents. Use your full official firm name.
Email Address
The primary email for your CaseHug account and the reply-to address for client notifications.
Phone Number
Displayed in client portal footer for clients who need to contact your firm.
Address
Optional. Displayed in any generated documents that include firm contact information.
Firm Logo
Appears in the client portal header and email notifications. PNG or JPG format, recommended size 200x200px or larger. Max 2MB.
💡 Take 5 minutes to complete your firm profile before sending your first intake link. A complete profile with a logo significantly increases client confidence in the portal.
🎨 Branding
The Branding tab lets you customize how the client portal looks to match your firm's identity.
Brand Color
Set your firm's primary color — this is used for buttons, progress bars, and accent elements in the client portal. Enter a hex color code (e.g., #1A3A6C for navy blue) or use the color picker.
Logo
Upload or update your firm logo from the Firm Profile tab or the Branding tab. Changes take effect immediately on the client portal.
💡 White-label portal customization (custom domain, fully custom design) is available on the Firm plan.
📄 Template Management
Templates define the default document checklist for each case type. CaseHug ships with pre-built templates for all supported case types. You can customize them or create your own.
Viewing templates:
- 1. Go to Settings → Templates.
- 2. Select a case type from the list (e.g., Divorce — Standard).
- 3. The template editor shows all document items for that case type, organized by category.
Editing a template:
- • Click the edit icon next to any document item to change its name, description, or category
- • Drag document items to reorder them
- • Toggle 'Required' on/off for any item
- • Click '+' to add a new document item
- • Click the trash icon to remove an item
⚠️ Template changes only affect new matters created after the change. Existing matters keep their original document lists unless you manually update them.
📋 Matter Templates
Matter templates let you save a complete matter configuration as a reusable starting point. Unlike document templates (which define a case type's default checklist), matter templates capture a specific set of documents you want to reuse exactly across similar matters.
Create from a matter
From any matter → Settings → Save as Template. CaseHug captures its documents and settings as a named template.
Create from scratch
Go to Settings → Matter Templates → New Template. Choose a practice area, state, and build the document list manually.
Apply when creating a matter
On the New Matter screen, select 'Use a template' to pre-populate the document checklist.
Edit or delete templates
Settings → Matter Templates. Click any template to edit its document list or delete it.
💡 Save your 2–3 most common matter types as templates. Creating matters from templates takes about 30 seconds instead of 5 minutes.
🔔 Notification Preferences
Configure how and when you're notified. Go to Settings → Notifications.
Email notifications
Receive an email when a client uploads a document. On by default. You can set the frequency: immediate, daily digest, or off.
SMS notifications
Receive an SMS when a client uploads a document. Optional — requires a phone number in your profile.
Client auto-reminders
Automatically send Day 3, Day 7, and Day 14 reminder emails/SMS to clients who haven't completed intake. Highly recommended. On by default.
Completion notification
Receive a notification when a client uploads all required documents. On by default.
💡 Don't turn off client auto-reminders. The Day 3 and Day 7 reminders alone account for 20-30% of intake completions that would otherwise be abandoned.
👥 Team Management
The Team tab lets you invite attorneys, paralegals, and staff to your CaseHug account. Each team member gets their own login with role-based permissions.
Available roles:
Inviting a team member:
- 1. Go to Settings → Team and click 'Invite Team Member.'
- 2. Enter the person's name, email address, and select their role.
- 3. Click Invite. They'll receive an email with a link to set up their account.
- 4. They'll have access as soon as they accept the invitation.
💡 Team member limits depend on your plan: Solo (1 user), Practice (3 users), Firm (unlimited). If you need more seats, upgrade from Settings → Billing.
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