LawLegal Operations

Payment Order Uploads

Built for Legal Operations Teams.

Batch upload payment order PDFs to the correct matters and verify each assignment before finalizing, reducing manual matter matching for legal operations teams.

Why this matters

The manual work this replaces

Payment order PDFs must be manually matched to the correct matter during upload.

What Caddi does

How the automation runs

  1. Clio

This process uploads all relevant payment order PDFs for a selected date to Clio, assigning each to the proper legal matter. Users select the documents, excluding the SIE PDF, from the shared drive, then batch upload them in Clio. During upload, they enter or confirm the correct matter for each file and review assignments for accuracy before finalizing.

Value created

What changes after Caddi

Payment order documents are filed to the right Clio matter more accurately.

Browse all
Law

Accounting File Archiving

Upload accounting files to the correct matter and archive processed documents, reducing manual filing for billing and finance teams.

Law

Accounting File Uploads

Upload accounting files to the correct matter, confirm each upload, and archive processed documents, reducing manual filing and cleanup for billing and finance teams.

Law

Client Document Batch Uploads

Batch upload client documents to the correct matters, apply the right metadata and disclosures, and share eligible files with clients, reducing repetitive upload and validation work for legal operations teams.

See it on your stack

Want Payment Order Uploads automated at your firm?

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