LawBilling & Finance

Accounting File Archiving

Built for Law Firm Billing Teams.

Upload accounting files to the correct matter and archive processed documents, reducing manual filing for billing and finance teams.

Why this matters

The manual work this replaces

Accounting files must be manually linked to the correct case and archived after upload.

What Caddi does

How the automation runs

  1. SharePoint
  2. Clio
  1. It utilizes File Explorer to select and prepare files, and Clio to manage and verify uploads.
  2. The workflow involves selecting files in File Explorer, dragging them into Clio, linking them to the correct case, and verifying upload status.
  3. Finally, files are archived post-upload for efficient record-keeping.
Value created

What changes after Caddi

Accounting records are uploaded to the right matter and archived in a more organized way.

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Client Document Batch Uploads

Batch upload client documents to the correct matters, apply the right metadata and disclosures, and share eligible files with clients, reducing repetitive upload and validation work for legal operations teams.

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Docketed Mail Uploads

Cross-check docketed mail items, upload the required documents to the board mail folder, and archive processed files, reducing manual tracking for legal operations teams.

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Initials-Based File Naming

Look up claim numbers in the matter system to confirm the assigned paralegal and rename documents with the correct initials, reducing cross-referencing work for legal operations teams.

See it on your stack

Want Accounting File Archiving automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.