Inbox triage for law firms: Claude Code vs. automation that runs unattended
A law-firm shared inbox is high-volume and high-stakes, new matters, client questions, court notices. Here's what it takes to automate triage you can actually trust.
Claude Code can prototype rules for classifying and routing a law firm's shared inbox, but reliable triage, correctly sorting new matters, client questions, and court notices, then routing and filing them, unattended, needs governed connections, consistent behavior every run, and an audit trail a firm can stand behind.
You can absolutely build this with Claude Code. The question is which version you need. An individual, judgment-heavy helper suits Claude Code well. A high-volume workflow that has to connect to your real systems, run identically every time, and stay maintained is where most of these projects stall, and that version runs better in Caddi.
Why law-firm triage demands reliability
- Misrouting has real stakes. A court notice sent to the wrong queue or a new-matter inquiry missed isn't a small slip, it's a deadline or a lost client.
- Every action should be auditable. Firms need to show how communications were handled. Variable, prompt-driven output is hard to evidence.
- It spans systems. Triage that matters connects the inbox to the DMS, practice-management system, and intake, real integration work.
What slows it down in production
If triage is only sometimes right, a person re-checks the whole inbox, so the time isn't saved, and the cost of one missed court notice or new-client inquiry dwarfs the savings.
| Claude Code | Caddi | |
|---|---|---|
| Prototype the workflow | Yes, with prompting | Yes, show it |
| Connect your real tools | Custom code & credentials | Connected for you |
| Run it identically every time | Output can vary | Deterministic code at runtime |
| Run unattended at volume | Needs supervision | Hundreds of runs a week |
| Maintenance | Yours | Done for you |
| Best for | Individual, judgment-heavy work | High-volume, high-accuracy work |
| Monitoring | Per script, set up by you | Caddi runs and the skills it hands Claude |
How Caddi runs the high-volume version end to end
Caddi automates law-firm inbox triage end to end: it reads incoming mail and attachments, classifies by your firm's rules (new matter, existing matter, court notice, vendor, etc.), routes to the right person or queue, files documents into iManage or NetDocuments, and logs every action, as deterministic code with human review for exceptions. It connects your inbox, DMS, and practice-management system for you.
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Frequently asked questions
Can Claude Code triage a law firm's inbox?
It can prototype triage logic, but reliable, auditable routing across the inbox, DMS, and practice-management system, unattended, is what Caddi is built to do.
How are court notices and deadlines handled?
Caddi classifies and routes them by your rules deterministically and flags genuine exceptions for review, with every action logged, so date-critical mail isn't left to chance.
Does it file documents automatically?
Yes. Caddi files attachments into iManage or NetDocuments with the right matter and metadata as part of the triage workflow.
Do I have to choose between Claude Code and Caddi?
No. Caddi Discover finds and ranks the repetitive work across your systems, with evidence, so you know which of these to build first. High-volume, high-accuracy versions run in Caddi as deterministic code, the same way every run. Individual, judgment-heavy ones can be exported to Claude as a skill. Caddi Govern monitors every Caddi run, and the skills Caddi hands to Claude report each decision and API call back to it, in one firm-wide view.