LawLegal Operations

SOL Tracker Updates

Built for Legal Operations Teams.

Pull matter tracking details and update the statute of limitations tracker sheet, reducing manual deadline data syncing for legal operations teams.

Why this matters

The manual work this replaces

Deadline tracking data is fragmented across tools.

What Caddi does

How the automation runs

  1. Trello
  2. Google Sheets

This process updates the SOL Tracker Sheet by identifying the correct Trello board and syncing matter-related tracking information needed for deadline oversight.

Value created

What changes after Caddi

SOL tracking stays current and easier to manage.

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Docketed Mail Uploads

Cross-check docketed mail items, upload the required documents to the board mail folder, and archive processed files, reducing manual tracking for legal operations teams.

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Matter Transfer Reassignment

Identify unprocessed case transfers and reassign matters across task and tracking systems, reducing manual cross-system handoff updates for legal operations teams.

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Vendor Bill Creation

Read vendor payout rows and create matching bills with the correct vendor, expense categories, and payment terms, reducing manual bill entry for billing and finance teams.

See it on your stack

Want SOL Tracker Updates automated at your firm?

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