AI-native automation
Automate work across
Black Diamond and 
LawPaywith Caddi AI Agents.
Automate anything you do across Black Diamond, LawPay, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Black Diamond and LawPay
Connect Black Diamond to Caddi
Allow1Sign in to Black Diamond
One click with your own Black Diamond login. No API keys.
Connect LawPay to Caddi
Allow2Sign in to LawPay
The same click again. Both tools are connected.
Create charge in LawPay when report generated in Black Diamond.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Black Diamond and LawPay together
- 01
Create charge in LawPay when report generated in Black Diamond.
Caddi watches Black Diamond for report generated and create charge in LawPay. No copy-paste, no missed records.
- 02
Generate report in Black Diamond when get contact in LawPay.
Caddi watches LawPay for get contact and generate report in Black Diamond so the two systems stay in lockstep.
- 03
Create contact in LawPay from Black Diamond events.
When account updated happens in Black Diamond, Caddi create contact in LawPay with the right context attached.
Actions Caddi can take across Black Diamond and LawPay
- Black Diamond
Report generated
Triggers when a performance or review report finishes rendering.
- Black Diamond
Account updated
Triggers when an account's holdings, value, or details change.
- Black Diamond
New account added
Triggers when a new account is added to a household.
- Black Diamond
Billing run completed
Triggers when a fee billing run finishes for the period.
- Black Diamond
Generate report
Run a performance, holdings, or review report for a household.
- Black Diamond
Find account
Look up an account or household by name, ID, or custodian.
- Black Diamond
Export performance data
Pull performance, positions, or billing figures for a date range.
- Black Diamond
Update household
Write household or account metadata back to Black Diamond.
- 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 Black Diamond and LawPay?
Black Diamond 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 Black Diamond 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 Black Diamond and LawPay to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Black Diamond + 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.
Ready to automate Black Diamond and LawPay?
Drop your work email and we'll show you Caddi running end-to-end against Black Diamond, LawPay, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.