NewPlan your 2027 AI roadmap with Caddi DiscoverOther eventsNext: ADVISE AI, Oct 20–22

AI-native automation

Automate work acrossLawPay and Notionwith Caddi AI Agents.

Automate anything you do across LawPay, Notion, 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 LawPay and Notion

  1. Connect LawPay to Caddi

    Allow

    1Sign in to LawPay

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

  2. Connect Notion to Caddi

    Allow

    2Sign in to Notion

    The same click again. Both tools are connected.

  3. Create database entry in Notion when get contact in LawPay.

    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 LawPay and Notion together

In a law firm the work between LawPay and Notion is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Create database entry in Notion when get contact in LawPay.

    Caddi watches LawPay for get contact and create database entry in Notion. No copy-paste, no missed records.

  • 02

    Create charge in LawPay when new database entry in Notion.

    Caddi watches Notion for new database entry and create charge in LawPay so the two systems stay in lockstep.

  • 03

    Update entry in Notion from LawPay events.

    When get transaction happens in LawPay, Caddi update entry in Notion with the right context attached.

Actions Caddi can take across LawPay and Notion

  • 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.

  • Notion

    New database entry

    Triggers when a new page is added to a database.

  • Notion

    Database entry updated

    Triggers when an entry's properties change.

  • Notion

    Create database entry

    Add a new page to a database with property values.

  • Notion

    Update entry

    Modify properties on an existing database entry.

  • Notion

    Append block

    Add content blocks to an existing page.

  • Notion

    Create page

    Spin up a new standalone Notion page.

Common questions

How does Caddi connect LawPay and Notion?

LawPay and Notion 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 LawPay and Notion 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 LawPay and Notion to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first LawPay + Notion 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 law firms?

Yes. Caddi runs LawPay and Notion with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Ready to automate LawPay and Notion?

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