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AI-native automation

Automate work acrossLaserfiche and LawPaywith Caddi AI Agents.

Automate anything you do across Laserfiche, LawPay, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Laserfiche and LawPay

  1. Connect Laserfiche to Caddi

    Allow

    1Sign in to Laserfiche

    One click with your own Laserfiche login. No API keys.

  2. Connect LawPay to Caddi

    Allow

    2Sign in to LawPay

    The same click again. Both tools are connected.

  3. Create charge in LawPay when get folder children in Laserfiche.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • 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 Laserfiche and LawPay together

  • 01

    Create charge in LawPay when get folder children in Laserfiche.

    Caddi watches Laserfiche for get folder children and create charge in LawPay. No copy-paste, no missed records.

  • 02

    Upload document in Laserfiche when get contact in LawPay.

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

  • 03

    Create contact in LawPay from Laserfiche events.

    When get folder id happens in Laserfiche, Caddi create contact in LawPay with the right context attached.

Actions Caddi can take across Laserfiche and LawPay

  • Laserfiche

    Get folder children

    Lists all documents and subfolders within a folder with pagination support and metadata retrieval.

  • Laserfiche

    Get folder ID

    Resolves folder paths to IDs and retrieves folder metadata including permissions and attributes Use the returned folder_id with UploadDocument to place files in specific locations.

  • Laserfiche

    Get repository ID

    Discovers available Laserfiche repositories with their IDs, names, and access URLs Use the returned repository_id with other Laserfiche activities.

  • Laserfiche

    List o data tables

    Discovers all available Laserfiche lookup tables with their names and URLs Use the returned table names with QueryODataEntity to query specific tables.

  • Laserfiche

    Query o data entity

    Searches Laserfiche lookup tables with support for complex OData filtering and returns structured entity data Use the returned entities with other Laserfiche activities for metadata assignment.

  • Laserfiche

    Upload document

    Downloads documents from S3 and uploads them to Laserfiche with automatic metadata preservation and folder assignment.

  • 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 Laserfiche and LawPay?

Laserfiche 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 Laserfiche 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 Laserfiche and LawPay to other tools too?

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

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