LawLegal Operations

Claim Email Thread Triage

Built for Legal Operations Teams.

Review the oldest claim email threads, identify what follow-up is needed, and send the next email, reducing manual thread triage for legal operations teams.

Why this matters

The manual work this replaces

Follow-up status is buried across email threads and easy to miss.

What Caddi does

How the automation runs

  1. Microsoft Outlook
  1. The objective is to systematically review and manage follow-up communications for Portner & Shore claim-related emails.
  2. Using Microsoft Outlook, access the Portner & Shore subfolder, start from the oldest emails, and review each conversation thread to identify the sender and previous follow-up actions.
  3. Compose and send follow-up emails as needed, ensuring proper signature and formatting, then verify successful delivery in the Sent folder.
  4. Repeat the process for each thread to maintain up-to-date correspondence.
Value created

What changes after Caddi

Claim-related outreach stays timely and automatically tracked.

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See it on your stack

Want Claim Email Thread Triage automated at your firm?

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