LawIntake & New Business

ShareFile Client Request and Collection

Built for Law Firm Intake Teams.

Generate the personalized ShareFile request, send it to the client, and track completion, reducing manual document collection for law firm intake teams.

Why this matters

The manual work this replaces

Intake staff manually build each ShareFile request, send it from Outlook, and chase clients individually for missing documents.

What Caddi does

How the automation runs

  1. ShareFile
  2. Microsoft Outlook
  3. Salesforce

This process collects client documents through ShareFile. It pulls the client and matter from Salesforce, generates a personalized ShareFile request with the right document list, sends the link from Outlook, monitors completion status, and notifies the responsible attorney when all documents are in or sends a polite reminder when items are missing.

Value created

What changes after Caddi

Sends a personalized ShareFile request and tracks document collection through to completion, without staff chasing clients one at a time.

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See it on your stack

Want ShareFile Client Request and Collection automated at your firm?

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