LawLegal Operations

Initials-Based File Naming

Built for Legal Operations Teams.

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.

Why this matters

The manual work this replaces

Documents must be manually matched to the right matter and paralegal before final naming.

What Caddi does

How the automation runs

  1. SharePoint
  2. Clio

This process ensures each local legal document is matched to the correct Clio matter by claim number and assigned paralegal initials. It uses Clio and the local file explorer to search, confirm, and cross-reference identifying information. The workflow involves reviewing each document, searching the claim number in Clio, verifying details, and recording the paralegal initials for proper documentation.

Value created

What changes after Caddi

Matter-linked filenames become more accurate and easier to track.

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See it on your stack

Want Initials-Based File Naming automated at your firm?

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