LawIntake & New Business

Intake Document Packets

Built for Law Firm Intake Teams.

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.

Why this matters

The manual work this replaces

Intake documents are manually classified, renamed, merged, and filed across systems.

What Caddi does

How the automation runs

  1. NetDocuments
  2. Salesforce

This process reviews SMS-related documents tied to a Salesforce opportunity, matches and downloads records, classifies document images with OCR, converts and names them correctly, merges related PDFs, uploads them to NetDocuments, and updates follow-up tasks and processing status.

Value created

What changes after Caddi

Intake documents are processed and filed automatically

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

Dropbox Sign Envelope Generation From CRM

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.

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 Intake Document Packets automated at your firm?

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