FinanceIntake & New Business

Intake PDF Filing

Built for RIA Intake Teams.

Extract client and contract details from intake PDFs, rename and file them to the right submissions folder, and update the submission tracker, reducing manual document handling for client services teams.

Why this matters

The manual work this replaces

Staff manually extract key details from PDFs, rename files, and update tracking logs across systems.

What Caddi does

How the automation runs

  1. Box
  2. Smartsheet

This process manages intake PDFs by extracting client and contract details, renaming the files to a standardized format, moving them to the correct destination folder, and updating submission tracking in Smartsheet. It pulls PDFs from the intake folder, isolates the pages containing client name and contract/account number fields, extracts those values, renames and moves the file, and marks the related tracking checkbox as filed.

Value created

What changes after Caddi

Creates consistent file naming, reduces manual tracking work, and keeps records up to date.

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Financial Report Archiving

Generate client financial report PDFs and archive them with the correct template and metadata, reducing manual report handling for financial planning teams.

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Model Form Filing

File and classify client investment model selection forms in the correct intake folder, reducing manual document filing for advisor teams.

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Signed Model Form Archiving

Collect signed model selection forms and archive the final PDFs with the right metadata, reducing manual follow-up and filing for advisor teams.

See it on your stack

Want Intake PDF Filing automated at your firm?

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