From first call to fully onboarded
in under 15 minutes.
CaseHug works in parallel — one seamless process for attorneys, one beautiful experience for clients.
Workflow loop
A calm intake engine that keeps moving without hand-holding.
Every handoff is visible. Every update is automatic. The whole intake flow keeps circling until the matter is complete — without your team chasing down status.
CaseHug
Link sent
CaseHug
Client uploads
CaseHug
Dashboard updates
CaseHug
Documents approved
Six steps. Total time: under 15 minutes of your time.
Most of that time is CaseHug and your client working — not you.
Create a matter
Open CaseHug and click 'New Matter.' Enter basic client info — name, email, phone, case type. Select your jurisdiction. That's all you need to get started. CaseHug handles the rest.
You can also create matters directly from Clio or Smokeball, and CaseHug will auto-populate client information from your existing case data. No double entry.
System generates your personalized intake link
CaseHug automatically builds a personalized document checklist based on your case type and jurisdiction.
Use your firm's custom templates or our pre-built ones for 20+ practice areas.
Send to your client via text or email
Hit send. Your client gets a branded, professional message with their personalized intake link.
Your firm's logo and colors appear in the client portal, creating a consistent brand experience.
Monitor real-time progress in your dashboard
Your dashboard updates live as your client uploads documents.
Assign a paralegal, review status together, and stay ahead of blockers without email threads.
No credit card required
Review and approve uploaded documents
Documents land in your review queue organized by matter and document type.
Approve with one click or request a correction with a pre-written or custom message.
Documents sync to your practice management software
Approved documents automatically sync to your connected practice management platform.
Client intake data also syncs, so your PMS records stay current without manual entry.
Ready to see the difference?
Start your 14-day free trial. No credit card. Full features. Set up in under an hour.
The experience your clients will actually complete.
High completion rates aren't magic — they're the result of a portal designed around how people really use their phones.
Why clients complete it
Receive a personalized link
Your client gets a text or email from your firm with their intake link. No app to download. No account to create.
Most clients start the process on their phone within minutes.
See exactly what's needed
The portal opens to a clear, organized checklist with plain-English explanations.
Photo examples and hints remove ambiguity before it slows the matter down.
Upload from their phone
Clients can photograph documents directly or upload files from anywhere.
The portal supports photos, PDFs, and dozens of file formats.
Get helpful guidance along the way
Every item includes contextual help, examples, and quick answers to common questions.
If someone gets stuck, the message arrives with context — not just another phone call.
Track progress with a visual checklist
As items are uploaded and approved, the checklist updates in real time.
That visible progress is a huge part of why completion rates stay high.
Done in minutes
CaseHug is designed to complete intake in under 15 minutes.
Clients finish with confidence and your team gets a file that can actually move forward.