LawIntake & New Business
Automate 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
- 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.
- The workflow involves pasting the date, selecting 'Plaintiff Narrative' as the reference, entering the fixed narrative text, submitting the entry, and verifying its addition.
- 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.
“It's already at the point where we have it running on a schedule. When they come in in the morning, they go into the work that was processed and just double-check. All of the admin team can take ownership of that.”
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.