The Legal Intake Knowledge Hub
Guides, checklists, case studies, and research to help your firm run better intake. All free. All practical.
Client Intake Checklist
Campbell & Associates Results
📥 Download Our Free Intake Optimization Guide
The complete playbook for running a tight intake operation — from first contact to fully onboarded client.
Featured Resources
The Complete Client Intake Checklist for Law Firms
A comprehensive, practice-area-agnostic checklist covering every phase of client intake: pre-consultation, consultation, document collection, follow-up, and file preparation. Practical and actionable.
Why Law Firms Lose 30% of Clients During Intake (And How to Fix It)
Data on exactly where clients drop off during intake — and the specific changes that recover them. Based on extensive attorney interviews and industry research.
How Campbell & Associates Cut Intake Time by 80% in 30 Days
A family law firm in Charlotte went from 3-week intake cycles to 15-minute completions. The full story: what they changed, how long it took, and the numbers before and after.
All Resources
CaseHug vs. Manual Intake: A Real ROI Analysis (With the Actual Math)
CaseHug vs. Manual Intake: A Real ROI Analysis (With the Actual Math)
The true cost of manual document collection — and the exact dollar figures when you automate it. Real numbers from real firms.
Read · 11 min read →The Complete Guide to HIPAA-Compliant Document Collection for Law Firms
The Complete Guide to HIPAA-Compliant Document Collection for Law Firms
What HIPAA actually requires for document collection, storage, and transmission — and how to get there without a compliance consultant.
Read · 14 min read →Comparison Guides
See how CaseHug stacks up against the alternatives — with honest, detailed comparisons.
CaseHug vs. Clio
How CaseHug fills the intake gap that Clio doesn't cover
Compare →CaseHug vs. Smokeball
Why Smokeball users add CaseHug for better client onboarding
Compare →CaseHug vs. Lawmatics
CaseHug vs. Lawmatics on intake completion and client experience
Compare →CaseHug vs. Manual Intake
The real cost of doing intake manually in 2026
Compare →Practice Area Guides
Intake guidance specific to your area of practice.
Family Law Intake
Divorce, custody, and financial disclosure intake
Read guide →Personal Injury Intake
Medical records, insurance docs, and liability evidence
Read guide →Immigration Intake
USCIS-aware checklists for complex document packages
Read guide →Estate Planning Intake
Financial records, trust docs, and beneficiary info
Read guide →Get new intake insights in your inbox.
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