AI-native automation

Connect LawPay and Xero 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

Caddi can…
LawPayLegal
Caddi can…
XeroProductivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use LawPay and Xero together

  • 01

    Create invoice in Xero when get contact in LawPay.

    Caddi watches LawPay for get contact and create invoice in Xero — no copy-paste, no missed records.

  • 02

    Create charge in LawPay when new invoice in Xero.

    Caddi watches Xero for new invoice and create charge in LawPay so the two systems stay in lockstep.

  • 03

    Record payment in Xero from LawPay events.

    When get transaction happens in LawPay, Caddi record payment in Xero with the right context attached.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Actions Caddi can take across LawPay and Xero

  • 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.

  • Xero

    New invoice

    Triggers when a new invoice is created.

  • Xero

    Payment received

    Triggers when a payment is recorded.

  • Xero

    New contact

    Triggers when a new contact is added.

  • Xero

    Create invoice

    Generate an invoice for a contact with line items.

  • Xero

    Record payment

    Apply a payment against one or more invoices.

  • Xero

    Create contact

    Add a new Xero contact.

  • Xero

    Create bill

    Record a new bill against a vendor.

Common questions

How does Caddi connect LawPay and Xero?

LawPay and Xero 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 Xero 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 Xero to other tools too?

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

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