LawIntake & New Business

Litify Intake Email to Matter

Built for Law Firm Intake Teams.

Extract client and matter details from inbound intake emails and open the Litify matter with documents pre-filed and tasks created, reducing manual case opening for legal operations teams.

Why this matters

The manual work this replaces

Intake teams read each inbound matter email, then manually open the Litify record, copy in the details, file attachments, and create the standard tasks.

What Caddi does

How the automation runs

  1. Litify
  2. Microsoft Outlook
  3. Salesforce

This process opens a Litify matter from an inbound intake email. It reads the inbound Outlook message, extracts client, incident, and case-type fields from the body and attachments, looks up or creates the contact in Salesforce, opens the matching Litify matter with the right team, files the attachments to the matter, and creates the standard intake tasks for the assigned paralegal.

Value created

What changes after Caddi

Opens a Litify matter directly from the intake email with documents filed and the first round of tasks already assigned.

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See it on your stack

Want Litify Intake Email to Matter automated at your firm?

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