LawIntake & New Business

Dropbox Sign Envelope Generation From CRM

Built for Law Firm Intake Teams.

Pull signer details from the CRM, populate the right template, and send the Dropbox Sign envelope to the correct contacts, reducing manual envelope prep for BD and intake teams.

Why this matters

The manual work this replaces

BD and intake coordinators retype signer details from the CRM into Dropbox Sign each time an engagement, retainer, or vendor form has to go out.

What Caddi does

How the automation runs

  1. Dropbox Sign
  2. Salesforce
  3. HubSpot

This process sends a Dropbox Sign envelope from a CRM trigger. It pulls signer name, email, and engagement fields from the Salesforce or HubSpot record, selects the matching Dropbox Sign template, populates the merge fields and signer order, sends the envelope to the right contacts, and writes the envelope ID back to the CRM record.

Value created

What changes after Caddi

Sends Dropbox Sign envelopes populated from the CRM in seconds, with the right signers and fields, every time.

Browse all
Law

Case Document Data Extraction

Locate the right case documents, extract key details, and write structured data back into opportunity records, reducing manual document review and data entry for intake teams.

Law

Intake Document Packets

Classify and name intake document images, merge related PDFs, file the packet to the correct case workspace, and update processing status, reducing manual intake document handling for intake teams.

Law

New Matter Setup

Extract client and matter details from new matter request emails, create the client and matter workspace when needed, and file intake documents with the right attributes, reducing manual matter setup for intake teams.

See it on your stack

Want Dropbox Sign Envelope Generation From CRM automated at your firm?

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