LawLegal Operations

Authorization Document Renaming

Built for Legal Operations Teams.

Verify claim details and rename treatment authorization and vocational approval documents to the required naming convention, reducing repetitive review and renaming for legal operations teams.

Why this matters

The manual work this replaces

Key document details must be pulled and standardized before files can be named correctly.

What Caddi does

How the automation runs

  1. SharePoint
  1. File Explorer is used to review, verify, and rename files according to prescribed conventions.
  2. The workflow begins by checking and renaming treatment authorization letters as needed, then transitions to reviewing vocational approval documents.
  3. Each document is updated to include the correct claim details and document type in its filename.
Value created

What changes after Caddi

Documents are renamed consistently using extracted claim and document metadata.

Browse all
Law

Check PDF Uploads

Rename check PDFs to a standard format, upload them to the correct matter, and share them with clients through the client portal, reducing repetitive document handling for legal operations teams.

Law

HIPAA Authorization Packets

Pull case details to complete and review HIPAA authorization PDFs and upload the finalized file to the case record, reducing manual form completion for compliance teams.

Law

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 Authorization Document Renaming automated at your firm?

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