AI-native automation
Automate work across
Clio and 
Laserfichewith Caddi AI Agents.
Automate anything you do across Clio, Laserfiche, 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 Clio and Laserfiche
Connect Clio to Caddi
Allow1Sign in to Clio
One click with your own Clio login. No API keys.
Connect Laserfiche to Caddi
Allow2Sign in to Laserfiche
The same click again. Both tools are connected.
Upload document in Laserfiche when new matter in Clio.
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 Clio and Laserfiche together
- 01
Upload document in Laserfiche when new matter in Clio.
Caddi watches Clio for new matter and upload document in Laserfiche. No copy-paste, no missed records.
- 02
Create matter in Clio when get folder children in Laserfiche.
Caddi watches Laserfiche for get folder children and create matter in Clio so the two systems stay in lockstep.
- 03
Upload document in Laserfiche from Clio events.
When new contact happens in Clio, Caddi upload document in Laserfiche with the right context attached.
Actions Caddi can take across Clio and Laserfiche
- Clio
New matter
Triggers when a new matter is opened in Clio.
- Clio
New contact
Triggers when a new contact is created.
- Clio
Time entry posted
Triggers when a new time entry is recorded.
- Clio
Communication added
Triggers when a call, email, or meeting is logged.
- Clio
Create matter
Open a new Clio matter with client, billing, and intake fields.
- Clio
Create contact
Add a person or company contact to Clio.
- Clio
Create note
Log a timestamped note against a matter.
- Clio
Create time entry
Record time against a matter with rate and activity code.
- Clio
Upload document
Attach a document to a matter with metadata.
- Laserfiche
Get folder children
Lists all documents and subfolders within a folder with pagination support and metadata retrieval.
- Laserfiche
Get folder ID
Resolves folder paths to IDs and retrieves folder metadata including permissions and attributes Use the returned folder_id with UploadDocument to place files in specific locations.
- Laserfiche
Get repository ID
Discovers available Laserfiche repositories with their IDs, names, and access URLs Use the returned repository_id with other Laserfiche activities.
- Laserfiche
List o data tables
Discovers all available Laserfiche lookup tables with their names and URLs Use the returned table names with QueryODataEntity to query specific tables.
- Laserfiche
Query o data entity
Searches Laserfiche lookup tables with support for complex OData filtering and returns structured entity data Use the returned entities with other Laserfiche activities for metadata assignment.
- Laserfiche
Upload document
Downloads documents from S3 and uploads them to Laserfiche with automatic metadata preservation and folder assignment.
Common questions
How does Caddi connect Clio and Laserfiche?
Clio and Laserfiche 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 Clio and Laserfiche 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 Clio and Laserfiche to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Clio + Laserfiche 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 Clio and Laserfiche?
Drop your work email and we'll show you Caddi running end-to-end against Clio, Laserfiche, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.