- Automations
- HotDocs + LawPay
AI-native automation
Automate work across
HotDocs 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.
Help me automate collection Payment Receipts in HotDocs and LawPay. Caddi builds the loop and runs it.


See it on your stack
See Caddi run HotDocs and LawPay together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use HotDocs and LawPay together
- 01
Keep HotDocs and LawPay in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
Actions Caddi can take across HotDocs and LawPay
LawPayGet contact
Retrieves contact details by ID from Lawpay.
LawPayGet transaction
Retrieves detailed transaction information including payment method, status, amounts, and custom data by transaction ID from Lawpay.
LawPaySearch contacts
Searches contacts by query parameters and returns paginated results from Lawpay.
LawPaySearch transactions
Searches transactions with complex query filters including date ranges, payment types, and status filters, returning paginated results with full transaction details.
LawPayCreate charge
Creates a new charge for payment processing using the Payment Gateway API with support for credit cards and bank accounts.
LawPayCreate contact
Creates a new contact with personal and company information in Lawpay.
LawPayCreate info request
Creates an info request for client information collection in Lawpay.
LawPayCreate invoice
Creates a new invoice for a contact with amount and billing details in Lawpay.
LawPayCreate payment
Processes a payment for invoices associated with a contact in Lawpay.
LawPayUpdate contact
Updates contact information with specified fields in Lawpay.
Common questions
How does Caddi connect HotDocs and LawPay?
HotDocs 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 HotDocs 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 HotDocs and LawPay to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first HotDocs + 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 HotDocs and LawPay?
Drop your work email and we'll show you Caddi running end-to-end against HotDocs, LawPay, and the rest of your stack.
Or skip the demo: try it free for 14 days and build it yourself.




