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AI-native automation

Automate work acrossiManage 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.

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Help me automate collection Payment Receipts in iManage and LawPay. Caddi builds the loop and runs it.

iManageProductivity
LawPayLegal

See it on your stack

See Caddi run iManage and LawPay together.

  • 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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use iManage and LawPay together

  • 01

    Create charge in LawPay when new document in iManage.

    Caddi watches iManage for new document and create charge in LawPay — no copy-paste, no missed records.

  • 02

    Upload document in iManage when get contact in LawPay.

    Caddi watches LawPay for get contact and upload document in iManage so the two systems stay in lockstep.

  • 03

    Create contact in LawPay from iManage events.

    When document updated happens in iManage, Caddi create contact in LawPay with the right context attached.

Actions Caddi can take across iManage and LawPay

  • iManage

    New document

    Triggers when a new document is added to a workspace.

  • iManage

    Document updated

    Triggers when an existing document is checked in.

  • iManage

    Upload document

    Add a document to an iManage workspace with profile data.

  • iManage

    Search documents

    Find documents by metadata, content, or author.

  • iManage

    Move document

    Move a document between folders or workspaces.

  • iManage

    Copy document

    Duplicate a document to a new folder.

  • 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 iManage and LawPay?

iManage 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 iManage 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 iManage and LawPay to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first iManage + 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 iManage and LawPay?

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