Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossJump and LawPaywith Caddi AI Agents.

Connect Jump and LawPay: Create charge in LawPay when meeting summary ready in Jump. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
JumpFinance
LawPayLegal

Discover, automate and govern the work between Jump and LawPay

Caddi AI Agents find the repetitive handoffs between Jump and LawPay, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Jump and LawPay together

  • 01

    Create charge in LawPay when meeting summary ready in Jump.

    Caddi watches Jump for meeting summary ready and create charge in LawPay. No copy-paste, no missed records.

  • 02

    Fetch meeting summary in Jump when get contact in LawPay.

    Caddi watches LawPay for get contact and fetch meeting summary in Jump so the two systems stay in lockstep.

  • 03

    Create contact in LawPay from Jump events.

    When action item created happens in Jump, Caddi create contact in LawPay with the right context attached.

Actions Caddi can take across Jump and LawPay

  • Jump

    Meeting summary ready

    Triggers when Jump finishes a meeting summary.

  • Jump

    Action item created

    Triggers when Jump captures a follow-up task.

  • Jump

    Client fact captured

    Triggers when Jump records a new or changed client detail.

  • Jump

    Fetch meeting summary

    Pull the summary, tasks and data points for a meeting.

  • Jump

    Draft follow-up email

    Draft the client recap from the action items.

  • Jump

    Sync to CRM

    Push notes and facts to the connected CRM record.

  • 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 Jump and LawPay?

Jump 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 Jump 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 Jump and LawPay to other tools too?

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

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