Platform / Client portal
Clients finish their part without phone tag
CaseHQ is the client's view of their case: a checklist of what you need from them, forms they can complete on their phone, and documents they can sign electronically. What they submit lands on the case.
Home
Hello Denise!
You have 5 tasks left to complete. Completing all tasks will help us move forward with your case quickly, so let's get started!
17 %
Current Status
Onboarding
During this stage, we need to collect several important documents from you before we can begin working on your case. Completing these documents in a timely manner is extremely important.
View TimelineUpdates
All UpdatesHow it works
- 01
You request, the client sees a checklist
Send a form, an e-sign document, or an upload request from the case, by hand or through an automation. The client gets a link and a simple list of what is left to do.
- 02
They complete it on any device
Forms are plain questions, not PDFs to print. Signatures happen on screen. Photos upload from the phone's camera roll. No account setup beyond the secure link.
- 03
Answers become case data
A completed form fills the mapped fields on the case. A signed document files itself. Uploads attach where they belong, and the automation waiting on them moves the case forward.
Home, tasks, and messages — on a phone
Clients open CaseHQ on their phone: a clear home screen, a task list with progress, and a direct line to your team.
Home
Hello Denise!
You have 5 tasks left to complete. Completing all tasks will help us move forward with your case quickly, so let's get started!
17 %
Current Status
Onboarding
During this stage, we need to collect several important documents from you before we can begin working on your case. Completing these documents in a timely manner is extremely important.
View TimelineUpdates
All UpdatesMy Tasks
Task Overview
Completing all tasks will help us move forward with your case quickly.
17 %
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Your Law Firm HIPAA Form
In Progress Jul 1, 2026 -
Upload Accident Report
Not Started Jul 1, 2026 -
Upload Accident Photos
Not Started Jul 1, 2026 -
Request Document Upload
Not Started Jul 1, 2026
Message
You
Jul 17, 2026 at 11:30 AM
Fewer status calls, faster paper
Two things slow a plaintiff's case down: waiting on the client's paperwork, and the client calling to ask what is happening. CaseHQ works on both. The checklist shows the client exactly what is outstanding, which cuts the calls. Completing it from a phone, the same night the text arrives, cuts the wait.
For the firm, the win is that nothing arrives as a fax to retype. A questionnaire completed in CaseHQ is already fields on the case, ready to filter, automate on, and export at settlement.
Send your first CaseHQ packet
Book a demo and watch a questionnaire go from your dashboard to a client's phone and back as structured case data.