Morning Inbox Triage and Matter Filing
Read each new message in Outlook, open any Docusign envelope, match it to the matter in Aderant and file the executed copy to NetDocuments.
What Caddi saw
- 1,204messages read in Outlook in the last 30 days
- 418Docusign envelopes opened from those messages
- 412matters matched in Aderant and filed to NetDocuments
- 6exceptions raised for review in Teams
Why it’s worth automating
Every message already names the client and the matter. The four steps are the same each time, and the tools never talk to each other, so you carry the details between them by hand.