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AI-native automation

Automate work acrossLinear and PracticePantherwith Caddi AI Agents.

Automate anything you do across Linear, PracticePanther, 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 Linear and PracticePanther

  1. Connect Linear to Caddi

    Allow

    1Sign in to Linear

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

  2. Connect PracticePanther to Caddi

    Allow

    2Sign in to PracticePanther

    The same click again. Both tools are connected.

  3. Create contact in PracticePanther when new issue in Linear.

    ScreenshareType 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.

  • Brighton Jones
  • 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 Linear and PracticePanther together

In a law firm the work between Linear and PracticePanther 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 contact in PracticePanther when new issue in Linear.

    Caddi watches Linear for new issue and create contact in PracticePanther. No copy-paste, no missed records.

  • 02

    Create issue in Linear when new contact in PracticePanther.

    Caddi watches PracticePanther for new contact and create issue in Linear so the two systems stay in lockstep.

  • 03

    Create matter in PracticePanther from Linear events.

    When issue completed happens in Linear, Caddi create matter in PracticePanther with the right context attached.

Actions Caddi can take across Linear and PracticePanther

  • Linear

    New issue

    Triggers when an issue is created in a team.

  • Linear

    Issue completed

    Triggers when an issue moves to done.

  • Linear

    Comment added

    Triggers when someone comments on an issue.

  • Linear

    Create issue

    Open an issue with team, priority and assignee.

  • Linear

    Update issue

    Change state, priority or assignee.

  • Linear

    Add comment

    Post a comment on an issue.

  • PracticePanther

    New contact

    Triggers when a new contact is created in PracticePanther.

  • PracticePanther

    New matter

    Triggers when a new matter is opened.

  • PracticePanther

    Event scheduled

    Triggers when an event is added to the calendar.

  • PracticePanther

    Create contact

    Add a contact with address, phone, and matter associations.

  • PracticePanther

    Create matter

    Open a new PracticePanther matter with client and billing details.

  • PracticePanther

    Create task

    Schedule a follow-up task against a matter.

  • PracticePanther

    Add time entry

    Record time against a matter and activity code.

  • PracticePanther

    Add note

    Log a timestamped note against a matter.

Common questions

How does Caddi connect Linear and PracticePanther?

Linear and PracticePanther 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 Linear and PracticePanther 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 Linear and PracticePanther to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Linear + PracticePanther 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 Linear and PracticePanther 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 Linear and PracticePanther?

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