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 prototype this with Claude Code. The gap is everything after: connecting your real systems, making it run identically every time, and maintaining it. That's where most of these projects stall.
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 once |
| 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 |
How Caddi runs it 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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Caddi builds reliable automations from a screen recording and runs them across 70+ tools as deterministic code. Explore real workflows for law firms and RIAs & financial advisors, or book a demo to see your own workflow built live.
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Tell us where to reach you and the calendar opens right here. In 30 minutes we'll show you how Caddi automates the back-office work that grows with your clients—built, run, and maintained for you.
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.