LawBilling & Finance

Next-Day Client Texts

Built for Law Firm Billing Teams.

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.

Why this matters

The manual work this replaces

Next-day follow-up texts depend on manually checking calendars and pulling case details.

What Caddi does

How the automation runs

  1. Neos
  2. Microsoft Outlook
  1. Staff use Outlook Calendar to identify cases requiring next-day follow-up and copy the relevant case number.
  2. They then search for the case in Neos, review the details, and send a text message to the client in English or Spanish as appropriate.
  3. The workflow follows a clear sequence: check calendar, copy case number, search and open case in Neos, and send the message.
Value created

What changes after Caddi

Clients receive timely follow-up outreach with less manual coordination.Tools used: Outlook Calendar, Neos, RingCentral SMS

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See it on your stack

Want Next-Day Client Texts automated at your firm?

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