LawLegal Operations

Scanned Mail PDF Renaming

Built for Legal Operations Teams.

Extract claim numbers and key details from scanned mail PDFs and rename each file to a standard format, reducing manual review and renaming for legal operations teams.

Why this matters

The manual work this replaces

Scanned mail must be manually reviewed and standardized before it can be filed correctly.

What Caddi does

How the automation runs

  1. SharePoint

This process renames scanned mail documents with claim numbers by extracting text and classifying each PDF from SharePoint, identifying document type, recipient, subject, flags, and key fields such as last name, claim number, and mailing date, then renaming each file using a standardized format.

Value created

What changes after Caddi

Mail documents are renamed consistently using extracted metadata from each PDF.

Browse all
Law

Authorization Document Renaming

Verify claim details and rename treatment authorization and vocational approval documents to the required naming convention, reducing repetitive review and renaming for legal operations teams.

Law

Check PDF Uploads

Rename check PDFs to a standard format, upload them to the correct matter, and share them with clients through the client portal, reducing repetitive document handling for legal operations teams.

Law

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.

See it on your stack

Want Scanned Mail PDF Renaming automated at your firm?

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