Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work across8x8 and LawPayby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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8x8Productivity
Any action in this tool.
LawPayLegal

See it on your stack

See Caddi run 8x8 and LawPay together.

Discover, automate and govern the work between 8x8 and LawPay

Caddi AI Agents find the repetitive handoffs between 8x8 and LawPay, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

  1. 01

    Discover

    Caddi AI Agents watch how work moves between 8x8 and LawPay and rank the repetitive handoffs by the hours they would give back, with the evidence attached. On this pair that usually starts with keep 8x8 and LawPay in lockstep.

  2. 02

    Automate

    Show them the 8x8 and LawPay task once, the way you would train a new hire. They build it as verified code and run it across both tools, and any other tool the job touches.

  3. 03

    Govern

    Every automation is reviewed before it runs in production. Every run across 8x8 and LawPay is logged and replayable, and anything unusual is flagged to a person instead of guessed.

Help me automate collection Payment Receipts in 8x8 and LawPay. Caddi builds the loop and runs it.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations

Practical ways to use 8x8 and LawPay together

In a law firm the work between 8x8 and LawPay is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Keep 8x8 and LawPay in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.

Actions Caddi can take across 8x8 and LawPay

  • LawPay

    Get contact

    Retrieves contact details by ID from Lawpay.

  • LawPay

    Get transaction

    Retrieves detailed transaction information including payment method, status, amounts, and custom data by transaction ID from Lawpay.

  • LawPay

    Search contacts

    Searches contacts by query parameters and returns paginated results from Lawpay.

  • LawPay

    Search transactions

    Searches transactions with complex query filters including date ranges, payment types, and status filters, returning paginated results with full transaction details.

  • LawPay

    Create charge

    Creates a new charge for payment processing using the Payment Gateway API with support for credit cards and bank accounts.

  • LawPay

    Create contact

    Creates a new contact with personal and company information in Lawpay.

  • LawPay

    Create info request

    Creates an info request for client information collection in Lawpay.

  • LawPay

    Create invoice

    Creates a new invoice for a contact with amount and billing details in Lawpay.

  • LawPay

    Create payment

    Processes a payment for invoices associated with a contact in Lawpay.

  • LawPay

    Update contact

    Updates contact information with specified fields in Lawpay.

Common questions

How does Caddi connect 8x8 and LawPay?

8x8 and LawPay just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against 8x8 and LawPay end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect 8x8 and LawPay to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first 8x8 + LawPay loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Does this work for law firms?

Yes. Caddi runs 8x8 and LawPay with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Ready to automate 8x8 and LawPay?

Drop your work email and we'll show you Caddi running end-to-end against 8x8, LawPay, and the rest of your stack.