AI-native automation

Connect Jira 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

Caddi can…
JiraProductivity
Caddi can…
PracticePantherLegal
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Jira and PracticePanther together

  • 01

    Create contact in PracticePanther when new issue in Jira.

    Caddi watches Jira for new issue and create contact in PracticePanther — no copy-paste, no missed records.

  • 02

    Create issue in Jira when new contact in PracticePanther.

    Caddi watches PracticePanther for new contact and create issue in Jira so the two systems stay in lockstep.

  • 03

    Create matter in PracticePanther from Jira events.

    When issue updated happens in Jira, Caddi create matter in PracticePanther with the right context attached.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

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

Actions Caddi can take across Jira and PracticePanther

  • Jira

    New issue

    Triggers when a new issue is created.

  • Jira

    Issue updated

    Triggers when an issue is modified.

  • Jira

    Issue transitioned

    Triggers when an issue moves to a new status.

  • Jira

    Create issue

    Add a new Jira issue with assignee, priority, and labels.

  • Jira

    Update issue

    Modify fields on an existing issue.

  • Jira

    Add comment

    Post a comment on an issue.

  • Jira

    Transition issue

    Move an issue to a different workflow status.

  • 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 Jira and PracticePanther?

Jira 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 Jira 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 Jira and PracticePanther to other tools too?

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

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