AI-native automation
Automate work across
Laserfiche and 
Wealthboxwith Caddi AI Agents.
Automate anything you do across Laserfiche, Wealthbox, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Laserfiche and Wealthbox
Connect Laserfiche to Caddi
Allow1Sign in to Laserfiche
One click with your own Laserfiche login. No API keys.
Connect Wealthbox to Caddi
Allow2Sign in to Wealthbox
The same click again. Both tools are connected.
Create contact in Wealthbox when get folder children in Laserfiche.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Wealthbox together
At an RIA the work between Laserfiche and Wealthbox is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Create contact in Wealthbox when get folder children in Laserfiche.
Caddi watches Laserfiche for get folder children and create contact in Wealthbox. No copy-paste, no missed records.
- 02
Upload document in Laserfiche when new contact in Wealthbox.
Caddi watches Wealthbox for new contact and upload document in Laserfiche so the two systems stay in lockstep.
- 03
Create task in Wealthbox from Laserfiche events.
When get folder id happens in Laserfiche, Caddi create task in Wealthbox with the right context attached.
Actions Caddi can take across Laserfiche and Wealthbox
- 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.
- Wealthbox
New contact
Triggers when a new contact is added in Wealthbox.
- Wealthbox
Task completed
Triggers when an advisor closes out a task.
- Wealthbox
New note added
Triggers when a note is logged against a contact.
- Wealthbox
Create contact
Add a new Wealthbox contact with full household details.
- Wealthbox
Create task
Schedule a follow-up task against a contact or household.
- Wealthbox
Add note
Log a meeting, call, or research note against a contact.
- Wealthbox
Add to workflow
Place a contact into a multi-step service workflow.
Common questions
How does Caddi connect Laserfiche and Wealthbox?
Laserfiche and Wealthbox 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 Wealthbox 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 Wealthbox to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Laserfiche + Wealthbox 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.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Laserfiche and Wealthbox with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Laserfiche and Wealthbox?
Drop your work email and we'll show you Caddi running end-to-end against Laserfiche, Wealthbox, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.