Dropbox Classify-and-File Inbound Docs
Built for Knowledge Management Teams.
Read new files in a watched Dropbox folder, classify them, apply the firm's naming convention, and move them to the right destination, reducing manual filing for paralegals and ops staff.
The manual work this replaces
Paralegals and ops staff open each new Dropbox upload, figure out what it is, rename it to the firm convention, and move it to the right matter or client folder.
How the automation runs
This process classifies and files a new Dropbox upload. It detects a new file in the watched folder, reads the contents to classify the document type, identifies the matching matter or client, renames the file per the firm's convention, moves it to the right Dropbox subfolder, and records the move in a Salesforce filing log for audit.
What changes after Caddi
Eliminates the manual classify-rename-move loop that follows every Dropbox upload while preserving the firm's filing conventions.
Want Dropbox Classify-and-File Inbound Docs automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.