AI-native automation
Automate work across
Doc and 
PracticePantherwith Caddi AI Agents.
Automate anything you do across Doc, PracticePanther, 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 Doc and PracticePanther
- Client memo.docx
1Add your documents
Upload them, or point Caddi at their folder.
Connect PracticePanther to Caddi
Allow2Sign in to PracticePanther
One click with your own PracticePanther login. No API keys.
Create contact in PracticePanther when new doc shared in Doc.
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 Doc and PracticePanther together
In a law firm the work between Doc 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
Create contact in PracticePanther when new doc shared in Doc.
Caddi watches Doc for new doc shared and create contact in PracticePanther. No copy-paste, no missed records.
- 02
Create document from template in Doc when new contact in PracticePanther.
Caddi watches PracticePanther for new contact and create document from template in Doc so the two systems stay in lockstep.
- 03
Create matter in PracticePanther from Doc events.
When doc updated happens in Doc, Caddi create matter in PracticePanther with the right context attached.
Actions Caddi can take across Doc and PracticePanther
- Doc
New doc shared
Triggers when a new document is shared with you or your team.
- Doc
Doc updated
Triggers when an existing document is edited or commented on.
- Doc
Doc completed
Triggers when a document is marked final or moved out of a draft state.
- Doc
Create document from template
Generate a document from a template with merged fields.
- Doc
Insert content
Append, prepend, or insert text into a document.
- Doc
Replace text
Find-and-replace placeholder values in a document.
- Doc
Convert to PDF
Convert a Word, Doc, or text file into a finalized PDF.
- Doc
Share with collaborators
Grant view, comment, or edit access to a document.
- 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 Doc and PracticePanther?
Doc 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 Doc 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 Doc and PracticePanther to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Doc + 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 Doc 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 Doc and PracticePanther?
Drop your work email and we'll show you Caddi running end-to-end against Doc, PracticePanther, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.