LawLegal Operations

Matter Transfer Reassignment

Built for Legal Operations Teams.

Identify unprocessed case transfers and reassign matters across task and tracking systems, reducing manual cross-system handoff updates for legal operations teams.

Why this matters

The manual work this replaces

Case transfer updates are spread across multiple systems and easy to miss.

What Caddi does

How the automation runs

  1. Trello
  2. Clio

This process manages case transfers by identifying unprocessed transfer records, reassigning the matter to the new paralegal across Clio, Trello, and tracking sheets, documenting the transfer, and updating related records and client contact details.

Value created

What changes after Caddi

Case reassignments are completed consistently across matter, task, and tracking systems.

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Initials-Based File Naming

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.

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Time Entry Capture

Pull calendar events, sent emails, phone calls, and document activity into draft time entries on the right matter, reducing missed billable time for attorneys and billing teams.

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Airtable Inbound Request to Base Row

Turn inbound request emails or form submissions into structured Airtable rows with the right linked records and owner, reducing manual triage for legal business development teams.

See it on your stack

Want Matter Transfer Reassignment automated at your firm?

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