LawIntake & New Business

New Matter Setup

Built for Law Firm Intake Teams.

Extract client and matter details from new matter request emails, create the client and matter workspace when needed, and file intake documents with the right attributes, reducing manual matter setup for intake teams.

Why this matters

The manual work this replaces

New matter setup requires manual intake review, workspace creation, and document filing.

What Caddi does

How the automation runs

  1. Microsoft Outlook
  2. NetDocuments

This process manages new matter intake by reviewing matter request emails, extracting client and matter details from the email content, checking whether the client already exists in NetDocuments, creating the client and matter workspace as needed, and uploading intake documents to the correct matter location with the appropriate profile attributes.

Value created

What changes after Caddi

Matters are opened faster with cleaner setup and correctly filed intake documents.

Browse all
Law

Case Document Data Extraction

Locate the right case documents, extract key details, and write structured data back into opportunity records, reducing manual document review and data entry for intake teams.

Law

Intake Document Packets

Classify and name intake document images, merge related PDFs, file the packet to the correct case workspace, and update processing status, reducing manual intake document handling for intake teams.

Law

Dropbox Sign Envelope Generation From CRM

Pull signer details from the CRM, populate the right template, and send the Dropbox Sign envelope to the correct contacts, reducing manual envelope prep for BD and intake teams.

See it on your stack

Want New Matter Setup automated at your firm?

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