LawLegal Operations

Docketed Mail Uploads

Built for Legal Operations Teams.

Cross-check docketed mail items, upload the required documents to the board mail folder, and archive processed files, reducing manual tracking for legal operations teams.

Why this matters

The manual work this replaces

Docketed mail must be cross-checked, uploaded, and archived across systems without missing files.

What Caddi does

How the automation runs

  1. Trello
  2. Clio
  3. SharePoint
  1. Staff use SharePoint and file explorer to cross-reference files with the SQL Tracker, select and upload the necessary '(B-I-I-A)' documents, and confirm all files have been uploaded successfully.
  2. Afterwards, uploaded files are moved to a local archive folder to maintain an orderly workspace.
  3. The workflow maintains completeness and up-to-date Board Mail records.
Value created

What changes after Caddi

Board mail records stay complete, organized, and easier to maintain.

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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 Docketed Mail Uploads automated at your firm?

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