LawIntake & New Business

Retainer Agreement Drafting

Built for Law Firm Intake Teams.

Pull client and offer details to populate a retainer agreement and send it for signature, reducing manual contract prep for intake teams.

Why this matters

The manual work this replaces

Retainer contracts require manual data pull, template selection, and sending steps across systems.

What Caddi does

How the automation runs

  1. Neos
  2. Docusign

This process prepares and sends a customized retainer contract for the Immigration Department. It uses NEOS to extract client and offer details, and DocuSign to generate, populate, and deliver the contract. The workflow involves locating the offer in NEOS, copying client information, selecting the correct DocuSign template, entering all contract terms, setting delivery to email and SMS, and sending the contract.

Value created

What changes after Caddi

Retainer agreements are generated and sent faster with more consistent setup.

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See it on your stack

Want Retainer Agreement Drafting automated at your firm?

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