AI-native automation
Connect iManage and PracticePanther with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use iManage and PracticePanther together
- 01
Create contact in PracticePanther when new document in iManage.
Caddi watches iManage for new document and create contact in PracticePanther — no copy-paste, no missed records.
- 02
Upload document in iManage when new contact in PracticePanther.
Caddi watches PracticePanther for new contact and upload document in iManage so the two systems stay in lockstep.
- 03
Create matter in PracticePanther from iManage events.
When document updated happens in iManage, Caddi create matter in PracticePanther with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across iManage and PracticePanther
- 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.
- 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 iManage and PracticePanther?
iManage and PracticePanther just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against iManage and PracticePanther end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect iManage and PracticePanther to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first iManage + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate iManage and PracticePanther?
Drop your work email and we'll show you Caddi running end-to-end against iManage, PracticePanther, and the rest of your stack.