AI-native automation
Connect LawPay and Morningstar AdviserLogic 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 LawPay and Morningstar AdviserLogic together
- 01
Create client in Morningstar AdviserLogic when get contact in LawPay.
Caddi watches LawPay for get contact and create client in Morningstar AdviserLogic — no copy-paste, no missed records.
- 02
Create charge in LawPay when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and create charge in LawPay so the two systems stay in lockstep.
- 03
Generate Statement of Advice in Morningstar AdviserLogic from LawPay events.
When get transaction happens in LawPay, Caddi generate statement of advice in Morningstar AdviserLogic 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 LawPay and Morningstar AdviserLogic
- 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.
- Morningstar AdviserLogic
New client record
Triggers when a new client is added in AdviserLogic.
- Morningstar AdviserLogic
SOA approved
Triggers when a Statement of Advice is finalized.
- Morningstar AdviserLogic
Create client
Open a new AdviserLogic client with full profile and KYC data.
- Morningstar AdviserLogic
Generate Statement of Advice
Produce an SOA from a template with merged client data.
- Morningstar AdviserLogic
Update review schedule
Push the next review date into the client's calendar.
Common questions
How does Caddi connect LawPay and Morningstar AdviserLogic?
LawPay and Morningstar AdviserLogic 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 LawPay and Morningstar AdviserLogic 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 LawPay and Morningstar AdviserLogic to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first LawPay + Morningstar AdviserLogic 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 LawPay and Morningstar AdviserLogic?
Drop your work email and we'll show you Caddi running end-to-end against LawPay, Morningstar AdviserLogic, and the rest of your stack.