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

AI-native automation

Automate work across8x8 and PracticePantherby 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.
PracticePantherLegal

See it on your stack

See Caddi run 8x8 and PracticePanther together.

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

Caddi AI Agents find the repetitive handoffs between 8x8 and PracticePanther, 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 PracticePanther 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 PracticePanther in lockstep.

  2. 02

    Automate

    Show them the 8x8 and PracticePanther 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 PracticePanther is logged and replayable, and anything unusual is flagged to a person instead of guessed.

Help me automate intake to matter in 8x8 and PracticePanther. 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 PracticePanther together

In a law firm the work between 8x8 and PracticePanther 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 PracticePanther 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 PracticePanther

  • PracticePanther

    New contact

    Triggers when a new contact is created in PracticePanther.

  • PracticePanther

    New matter

    Triggers when a new matter is opened.

  • PracticePanther

    Event scheduled

    Triggers when an event is added to the calendar.

  • PracticePanther

    Create contact

    Add a contact with address, phone, and matter associations.

  • PracticePanther

    Create matter

    Open a new PracticePanther matter with client and billing details.

  • PracticePanther

    Create task

    Schedule a follow-up task against a matter.

  • PracticePanther

    Add time entry

    Record time against a matter and activity code.

  • PracticePanther

    Add note

    Log a timestamped note against a matter.

Common questions

How does Caddi connect 8x8 and PracticePanther?

8x8 and PracticePanther 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 PracticePanther 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 PracticePanther to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first 8x8 + PracticePanther 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 PracticePanther 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 PracticePanther?

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