Client Document Batch Uploads
Built for Legal Operations Teams.
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.
The manual work this replaces
Batch document uploads require manual matter matching, validation, and client-sharing steps.
How the automation runs
This process efficiently batch uploads client documents to Clio and shares eligible files via the client portal. Staff use File Explorer and SharePoint to select and prepare documents, Clio to upload, categorize, and associate them with the correct matters, and Slack to obtain required disclosure language. The workflow involves reviewing and uploading documents in batches, assigning metadata, validating uploads, and sharing select files with clients including necessary disclosures.
What changes after Caddi
Client documents are uploaded and shared faster with more consistent matter association.
Want Client Document Batch Uploads automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.