LawIntake & New Business

PracticePanther Intake to Matter

Built for Law Firm Intake Teams.

Parse signed intake forms and create the PracticePanther matter, contacts, and folder with documents pre-filed, reducing manual case opening for small-firm intake teams.

Why this matters

The manual work this replaces

Solo and small-firm staff hand-type intake details into PracticePanther, file the retainer in Dropbox, and create the matter folder structure one folder at a time.

What Caddi does

How the automation runs

  1. PracticePanther
  2. Docusign
  3. Dropbox

This process opens a matter in PracticePanther from a signed intake. It extracts client, opposing party, and matter-type details from the signed Docusign envelope, creates the matter and related contacts in PracticePanther, generates the firm's standard folder structure in Dropbox under the matter, files the retainer and intake forms in the right subfolder, and tags the matter with intake date and source.

Value created

What changes after Caddi

Turns a signed intake form into a complete PracticePanther matter with contacts, folder, and filed documents in a single pass.

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CASEpeer Inbound Intake to Open Case

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See it on your stack

Want PracticePanther Intake to Matter automated at your firm?

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