CaseHug fits into your existing workflow.

Two-way sync between CaseHug and Clio. Matters, contacts, and documents stay in perfect sync. The most popular integration we support.

• Two-way matter sync
• Automatic document upload on approval
• Contact record creation
• Matter status updates

Deep integration with Smokeball's matter and document management. Every approved document lands in exactly the right place automatically.

• Matter sync on creation
• Automatic file placement
• Contact sync
• Activity logging

Connect CaseHug to MyCase and let intake data flow directly into your case management workflow. Zero double-entry.

• Case creation trigger
• Document library upload
• Client portal sync
• Custom field mapping

Trigger Lawmatics campaigns and pipeline actions when intake completes. The marketing automation + intake combination law firms love.

• Pipeline stage triggers
• Campaign enrollment on completion
• Contact data push
• Lead scoring updates

Send retainer agreements and consent forms for e-signature directly from the intake flow. Clients sign without leaving their portal.

• Embedded signing
• Retainer agreements
• Consent forms
• Signature status tracking

Lightweight e-signature for intake-related documents. Especially popular with small and solo firms for its simplicity and price.

• Simple signing flow
• Audit trail
• Template library
• Email notifications

All CaseHug email notifications — intake links, reminders, completion alerts — are delivered via SendGrid with 99.9%+ deliverability.

• Intake link delivery
• Automated reminders
• Completion notifications
• Custom sender domain

SMS reminders powered by Twilio. Your clients get text messages that actually reach them — not emails buried in spam.

• SMS intake links
• Day 3/7/14 reminders
• Completion confirmations
• Custom sender ID

Connect CaseHug to 5,000+ apps via Zapier. Trigger workflows when intake completes, documents upload, or matters are created.

• Matter created triggers
• Document uploaded triggers
• Intake completed triggers
• 5,000+ app connections

Build complex multi-step automations with Make. More powerful than Zapier for firms with sophisticated workflows.

• Visual workflow builder
• Complex conditional logic
• Multi-step automations
• Error handling

Full REST API access for building custom integrations. Every CaseHug feature is available via API. Detailed docs, sandbox environment, and webhook support included.

• Complete REST API
• Webhook events for every action
• Sandbox environment
• API key authentication