See CaseHug in 6 steps.
From creating a matter to getting paid — watch how CaseHug turns a 3-week intake process into a 15-minute experience.
Step 1 of 6
2 minutes to launch
Create a Matter
Open CaseHug, click 'New Matter,' and enter your client's basic information. Choose the case type — family law, personal injury, immigration, estate planning — and select the jurisdiction. That's it. CaseHug builds the entire document checklist automatically based on what your jurisdiction actually requires.
No manual template setup. No importing document lists from a spreadsheet. CaseHug's jurisdiction intelligence (4 states live, expanding to 50) generates the exact right checklist for your matter type and location — including all the edge cases and jurisdiction-specific nuances that generic templates miss.
Step 2 of 6
One click, personalized
Generate Your Intake Link
Once your matter is created, CaseHug generates a personalized intake link for your client. The link contains everything: a branded portal with your firm's name, the exact document checklist for their case and jurisdiction, plain-English explanations for every document, and a progress tracker.
The link is unique to each client and expires automatically after 30 days (configurable). Clients don't need to create an account or remember a password. The link is their portal — designed for one-tap access from the SMS or email they receive.
Step 3 of 6
SMS or email, instant
Client Receives the Link
CaseHug sends your client a clean, professional SMS or email with their intake link. The message is written in plain English — no legalese, no confusing instructions. Just: 'Here's your secure intake link. It takes about 15 minutes. Tap to start.' That's it.
The message comes from your firm's name (or CaseHug, depending on your settings). Clients can complete intake on their phone, tablet, or desktop — though 80% choose their phone. The average time from link receipt to started intake is under 4 minutes.
Step 4 of 6
Average 14 minutes
Client Uploads Documents
Your client sees a clean, organized checklist with every document they need to provide. Each item has a plain-English name, a short explanation of what it is and why you need it, and examples of what it looks like. They tap an item, photograph it with their phone camera (or upload from Photos/Google Drive/Dropbox), and move to the next one.
The progress bar updates in real time. CaseHug guides clients through the hardest-to-find documents with specific instructions (e.g., 'Your I-94 is not a card — it's a digital record you access at i94.cbp.dhs.gov. Here's how to download it.'). This guidance is what drives completion from 70% to 98%.
Step 5 of 6
One click per document
Review & Approve
As documents arrive, your CaseHug dashboard updates in real time. Every uploaded document is organized by category, labeled automatically, and queued for your review. You see the document, the client it's from, and the matter it belongs to — all without leaving the dashboard. Approve in one click or flag for revision.
CaseHug's AI flags potential quality issues before you even open the document — blurry photos, partial documents, wrong document types. You review only what matters. Average review time per document: under 30 seconds. Average per complete matter: 8 minutes.
Step 6 of 6
Automatic, zero manual entry
Sync to Your PMS
Once you approve documents, they sync automatically to your practice management system — Clio, Smokeball, MyCase, Lawmatics, or your existing workflow via Zapier/API. Client contacts are created or updated. Documents land in the correct matter folder, labeled and dated. Zero double-entry. Zero copy-paste.
The sync happens in the background, typically within 60 seconds of approval. You can configure which document categories sync where, how contacts are matched or created, and whether to trigger any workflow automations in your PMS. The integration is bidirectional — matter updates in your PMS can trigger follow-up requests in CaseHug.
From zero to fully onboarded. In 15 minutes.
That's the entire CaseHug intake flow. 6 steps. One link. Documents in your PMS. Client onboarded. Without a single phone call.
Be among the first firms to experience every feature
Everything you just saw is live in production right now. Early access firms get founding member pricing, direct team access, and priority feature requests.
Ready to try it yourself?
Start a free 14-day trial. Set up in under an hour. Your first intake will convert you.
14-day free trial · Full features · Setup in under 1 hour