LawLegal Operations

Microsoft Teams Approval Flow

Built for Legal Operations Teams.

Post an approval request in the right Teams channel, capture the response, and write the decision back to the source system, reducing approval-chasing for legal operations teams.

Why this matters

The manual work this replaces

Legal ops staff have to manually compose an approval request, chase reviewers in Teams, and then transcribe the decision back into the source system.

What Caddi does

How the automation runs

  1. Microsoft Teams
  2. Salesforce
  3. SharePoint

This process runs an approval through Microsoft Teams. It receives the approval-needed event from Salesforce, selects the right Teams channel based on the request type, posts a structured approval card with the source data and link, captures the reviewer's decision and comment, and writes the decision back to the originating Salesforce record while filing the thread reference in SharePoint.

Value created

What changes after Caddi

Posts the approval, captures the response, and updates the source system without anyone having to chase reviewers or copy decisions back by hand.

Browse all
Law

Evernote Note-to-Task

Read new notes tagged for follow-up, extract the action items, and create tasks in your project or matter system, reducing dropped action items for paralegals and legal ops teams.

Law

Next-Day Client Texts

Identify next-day follow-ups from the calendar, pull the related case record, and send the appropriate client text message, reducing daily outreach coordination for intake teams.

Law

Onboarding Tracker Cleanup

Manage onboarding follow-ups from an onboarding report by classifying employees, updating tracker fields, and removing duplicate entries, reducing manual spreadsheet maintenance for HR teams.

See it on your stack

Want Microsoft Teams Approval Flow automated at your firm?

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