LawBilling & Finance

Surepoint Prebill Prep and Partner Routing

Built for Law Firm Billing Teams.

Pull the right prebills from Surepoint, apply firm narrative rules, and route each to the responsible partner, reducing prebill cycle friction for law firm billing teams.

Why this matters

The manual work this replaces

Billing teams export Surepoint prebills, apply narrative rules and block-billing checks by hand, then chase partners individually to confirm them.

What Caddi does

How the automation runs

  1. Surepoint
  2. Microsoft Outlook
  3. iManage

This process runs a billing cycle's prebill review through Surepoint. It pulls open prebills from Surepoint, applies the firm's narrative and block-billing rules, identifies the responsible partner from the matter, drafts a partner-specific email with the prebill attached, files a copy in iManage under the matter, and sends the email through Outlook with a tracked due date.

Value created

What changes after Caddi

Routes clean, rule-compliant prebills to each partner without billing staff having to assemble and chase them.

Browse all
Law

Aderant Prebill Prep and Partner Routing

Pull the right prebills from Aderant, apply firm-specific narrative rules, and route each to the responsible partner for review, reducing prebill cycle friction for law firm billing teams.

Law

Ironclad Email-to-Workflow Intake

Read inbound contract request emails, extract the metadata, and kick off the right Ironclad workflow with the file attached, reducing manual contract intake for legal operations teams.

Law

ShareFile Client Request and Collection

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

See it on your stack

Want Surepoint Prebill Prep and Partner Routing automated at your firm?

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