Streamline Intake
Intake is streamlined by a thoughtfully designed, secure workflow that guides clients step-by-step through identifying, collecting, and organizing the precise documents and answers their attorney needs, using automated checklists and clear prompts to remove confusion, reduce back-and-forth, and deliver discovery materials in a format that integrates directly into the firm’s case-management system.
Secure Uploads
Clients upload privileged documents safely with encryption, ensuring confidentiality while casehug organizes files automatically for attorney review.
Automated Sync
CaseHug syncs structured data and workflows directly into platforms like Clio and Smokeball, saving hours by eliminating manual sorting and follow-ups.
Smart Intake
Guiding clients gently through trauma-informed, secure data collection.
Seamless Sync
Automatically integrates discovery packets into your case management system.
Privacy First
Encrypted transfers and auto-deletion keep sensitive info secure and privileged.
Save hours by cutting out manual checklists, follow-ups, and file sorting.
Time Saver
The CaseHug Difference
CaseHug transforms intake from a messy questionnaire into a clear, structured pipeline that delivers exactly what attorneys need. Clients are guided through a simple portal where discovery checklists, prompts, and secure uploads ensure nothing important is missed.
Behind the scenes, workflows organize files, label information, and prepare a clean package that integrates with leading case-management platforms. The result is fewer emails, fewer hours spent hunting for documents, and faster movement from first contact to a complete, usable case file. CaseHug makes discovery preparation predictable, secure, and effortless for both firms and their clients.
