FinanceIntake & New Business

Model Form Filing

Built for RIA Intake Teams.

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

Why this matters

The manual work this replaces

Staff have to manually upload client model selection forms into the right repository folder and apply the correct document type metadata.

What Caddi does

How the automation runs

  1. Laserfiche
  1. Authenticate into Laserfiche and navigate to the appropriate repository section.
  2. Use Windows File Explorer to locate and select the client document, then drag and drop it into the 'Intake' folder within the 'Accounts Cabinet' in Laserfiche.
  3. Assign the document type as 'Investment Model Selection Form' and confirm the upload.
  4. Verify the document appears correctly in the repository to complete the filing process.
Value created

What changes after Caddi

Standardizes filing, reduces manual repository work, and makes model selection forms easier to store and retrieve correctly.

Browse all
Finance

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.

Finance

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.

Finance

Intake PDF Filing

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.

See it on your stack

Want Model Form Filing automated at your firm?

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