LawIntake & New Business

Plaintiff Narrative Entries

Built for Law Firm Intake Teams.

Check required prerequisites and add a standardized plaintiff narrative entry to the opportunity timeline, reducing manual review and data entry for intake teams.

Why this matters

The manual work this replaces

Plaintiff narrative entries depend on prerequisite checks and manual Salesforce updates.

What Caddi does

How the automation runs

  1. Salesforce
  1. It uses Salesforce to confirm the 'Draft Repair Order Summary' task and 'Representation Received' date are present, then copies the date and creates a new 'Customer Service Narrative' entry.
  2. The workflow involves pasting the date, selecting 'Plaintiff Narrative' as the reference, entering the fixed narrative text, submitting the entry, and verifying its addition.
  3. The entry is only added when both prerequisites are met.
Value created

What changes after Caddi

Required timeline narratives are added more consistently once key intake milestones are met.

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See it on your stack

Want Plaintiff Narrative Entries automated at your firm?

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