LawIntake & New Business

Case Document Data Extraction

Built for Law Firm Intake Teams.

Locate the right case documents, extract key details, and write structured data back into opportunity records, reducing manual document review and data entry for intake teams.

Why this matters

The manual work this replaces

Key case and vehicle details must be extracted from multiple documents and entered across records.

What Caddi does

How the automation runs

  1. NetDocuments
  2. Salesforce

This process drafts a repair order summary by reviewing eligible cases, locating and classifying RISC, lease, and repair order documents, extracting structured data from those documents, updating Salesforce opportunity and related records, creating repair visit and repair detail records, and closing the summary task when drafting is complete.

Value created

What changes after Caddi

Intake data is structured, validated, and written into Salesforce consistently.

Browse all
Law

Intake Document Packets

Classify and name intake document images, merge related PDFs, file the packet to the correct case workspace, and update processing status, reducing manual intake document handling for intake teams.

Law

Dropbox Sign Envelope Generation From CRM

Pull signer details from the CRM, populate the right template, and send the Dropbox Sign envelope to the correct contacts, reducing manual envelope prep for BD and intake teams.

Law

New Matter Setup

Extract client and matter details from new matter request emails, create the client and matter workspace when needed, and file intake documents with the right attributes, reducing manual matter setup for intake teams.

See it on your stack

Want Case Document Data Extraction automated at your firm?

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