LawLegal Operations

Provider Bill Request Packets

Built for Legal Operations Teams.

Generate provider bill request letters, assemble the required PDF packet, send it to providers, and log the activity to the case, reducing manual request assembly for legal operations teams.

Why this matters

The manual work this replaces

Bill requests require manual document assembly, faxing, and case logging across tools.

What Caddi does

How the automation runs

  1. Neos
  2. Adobe Acrobat
  3. Microsoft Outlook

This process prepares and delivers a complete ER radiology bill request for a client. NEOS is used to generate, track, and log the request; Microsoft Word to edit and format; Adobe Acrobat to merge with the HIPAA authorization; File Explorer for file handling; and Outlook to fax the final PDF to all provider numbers. The workflow involves generating the request, emphasizing itemization, combining required documents, sending via fax, and recording all steps and files in NEOS.

Value created

What changes after Caddi

Provider bill requests are sent and recorded more consistently with less manual coordination.

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HIPAA Authorization Packets

Pull case details to complete and review HIPAA authorization PDFs and upload the finalized file to the case record, reducing manual form completion for compliance teams.

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Conflicts Check Workflow

Run new-client conflicts checks across matter records, contact lists, and historical engagements, draft a conflicts memo, and route it for partner review, reducing manual checks for intake and compliance teams.

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iManage Matter Workspace Creation

Create the iManage workspace for each new matter using the firm's template and file the initial intake documents, reducing manual workspace setup for legal operations teams.

See it on your stack

Want Provider Bill Request Packets automated at your firm?

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