LawBilling & Finance

Scanned Check Processing

Built for Law Firm Billing Teams.

Extract details from scanned checks, match each check to the correct matter, and update deposit request logs and related records, reducing manual trust accounting work for billing and finance teams.

Why this matters

The manual work this replaces

Check receipt and deposit tracking requires manual matching, logging, and record updates across systems.

What Caddi does

How the automation runs

  1. SharePoint
  2. NetDocuments
  3. Salesforce

This process manages the check log and deposit request workflow by locating the current SharePoint tracking files, creating the daily IOLTA check request file if needed, extracting check details from scanned checks, matching each check to the correct matter, retrieving settlement and matter data, updating Salesforce and SharePoint records, and renaming the scanned check document for tracking. Department

Value created

What changes after Caddi

Trust check handling becomes faster, more accurate, and easier to reconcile.

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See it on your stack

Want Scanned Check Processing automated at your firm?

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