LawBilling & Finance

Check PDF Uploads

Built for Law Firm Billing Teams.

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.

Why this matters

The manual work this replaces

Manual renaming and filing slows matter document handling.

What Caddi does

How the automation runs

  1. Clio
  2. SharePoint
  1. Staff open SIE check PDF folders and Clio, identify the relevant client and claim, and rename documents according to a standard format.
  2. Files are uploaded to the appropriate matter in Clio and shared with clients through the Client Portal.
  3. Windows Explorer is used for file navigation and Clio for matter management and document distribution.
Value created

What changes after Caddi

Correctly named files reach the right matter and client faster.

Browse all
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.

Law

Authorization Document Renaming

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.

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.

See it on your stack

Want Check PDF Uploads automated at your firm?

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