LawLegal Operations

Ironclad Email-to-Workflow Intake

Built for Legal Operations Teams.

Read inbound contract request emails, extract the metadata, and kick off the right Ironclad workflow with the file attached, reducing manual contract intake for legal operations teams.

Why this matters

The manual work this replaces

Legal ops staff comb inbound email for contract requests, manually fill out the Ironclad workflow form, attach the file, and notify the requester.

What Caddi does

How the automation runs

  1. Ironclad
  2. Microsoft Outlook
  3. Salesforce

This process kicks off an Ironclad workflow from an inbound contract request. It reads the inbound Outlook email, classifies the request type (NDA, MSA, vendor), extracts counterparty, amount, and effective-date fields, looks up the requester in Salesforce for cost center, starts the matching Ironclad workflow with the metadata pre-populated and the file attached, and replies to the requester with the workflow link.

Value created

What changes after Caddi

Turns inbound contract email into a populated, routed Ironclad workflow without legal ops doing the data entry.

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See it on your stack

Want Ironclad Email-to-Workflow Intake automated at your firm?

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