SolutionsClient intake
Automate client intake. From first form to open matter.
Caddi reads the intake form, the ID, and the signed engagement letter, runs your conflict and KYC checks, and opens the client and matter in your system of record.
- 99%of agent runs complete successfully
- ~45 minon average to build your first agent
- 1M+back-office tasks completed
Caddi filed them and opened the matterA client's documents, filed and opened
- Engagement_letter_signed.pdfNetDocuments
- Intake_form.pdfElite 3E
- W-9_Whitmore.pdfElite 3E
- Supply_agreement.pdfNetDocuments
- Calder_notice.docxNetDocuments
- “Rate same as last time”Held
- EngagementExecuted
- Key documentsFiled
- CorrespondenceFiled
- Matter nameBreach of supply agreement
- Client tax IDOn file
- Billing rateNot on the rate card, held for partner
Firms running Caddi
01Retyping
The same client, typed in four times.
The intake form, the engagement letter, the conflicts request, and the matter record all ask for the same facts. Every handoff is a chance to type one of them wrong.
Where it lives today
- Intake form
- Signed engagement letter
- Conflicts request memo
- New matter spreadsheet
02The run
From signed letter to open matter in one pass.
The signature is the trigger. Caddi pulls the details, runs the checks, and opens the matter, without anyone carrying the file between systems.
Caddi run
- Engagement letter signedDocuSign
- Conflicts and KYC checks runIntapp
- Client and matter openedElite 3E
- Matter workspace createdNetDocuments
Exceptions routed to intake, every step logged
03Control
The same checks on every client, not most.
Conflicts and KYC run the same way every time. Anything that needs judgment goes to a person with the reason attached.
- Client
- Whitmore Holdings LLC
- Responsible attorney
- J. Patel
- Conflicts
- Clear, all parties searched
- KYC
- ID verified
- Engagement letter
- Signed, filed
- Billing rate
- For reviewOff the rate card, needs partner sign-off
From firms running Caddi
“That wasn't just a diagram. It actually went and did all that because it already had all the connections necessary.”
“It's already at the point where we have it running on a schedule. When they come in in the morning, they go into the work that was processed and just double-check. All of the admin team can take ownership of that.”
New matter intake workflows teams run on Caddi
See allCaddi
Make onboarding your fastest step
See how firms use Caddi to open new clients in minutes, in a 30-minute walkthrough on your own intake workflow.
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