AI-native automation
Automate work across
LawPay and 
Wealthboxwith Caddi AI Agents.
Automate anything you do across LawPay, 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 LawPay and Wealthbox
Connect LawPay to Caddi
Allow1Sign in to LawPay
One click with your own LawPay 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 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 Wealthbox together
- 01
Create contact in Wealthbox when get contact in LawPay.
Caddi watches LawPay for get contact and create contact in Wealthbox. No copy-paste, no missed records.
- 02
Create charge in LawPay when new contact in Wealthbox.
Caddi watches Wealthbox for new contact and create charge in LawPay so the two systems stay in lockstep.
- 03
Create task in Wealthbox from LawPay events.
When get transaction happens in LawPay, Caddi create task in Wealthbox with the right context attached.
Actions Caddi can take across LawPay and Wealthbox
- 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.
- 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 LawPay and Wealthbox?
LawPay 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 LawPay 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 LawPay and Wealthbox to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first LawPay + 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.
Ready to automate LawPay and Wealthbox?
Drop your work email and we'll show you Caddi running end-to-end against LawPay, Wealthbox, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.