AI-native automation
Automate work across
LawPay and 
Practifiwith Caddi AI Agents.
Automate anything you do across LawPay, Practifi, 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 LawPay and Practifi
Connect LawPay to Caddi
Allow1Sign in to LawPay
One click with your own LawPay login. No API keys.
Connect Practifi to Caddi
Allow2Sign in to Practifi
The same click again. Both tools are connected.
Create client in Practifi when get contact in LawPay.
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 LawPay and Practifi together
- 01
Create client in Practifi when get contact in LawPay.
Caddi watches LawPay for get contact and create client in Practifi. No copy-paste, no missed records.
- 02
Create charge in LawPay when new client in Practifi.
Caddi watches Practifi for new client and create charge in LawPay so the two systems stay in lockstep.
- 03
Launch process in Practifi from LawPay events.
When get transaction happens in LawPay, Caddi launch process in Practifi with the right context attached.
Actions Caddi can take across LawPay and Practifi
- 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.
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
Common questions
How does Caddi connect LawPay and Practifi?
LawPay and Practifi 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 Practifi 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 Practifi to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first LawPay + Practifi 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 LawPay and Practifi?
Drop your work email and we'll show you Caddi running end-to-end against LawPay, Practifi, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.