- Automations
- Microsoft Fabric + PracticePanther
AI-native automation
Automate work across
Microsoft Fabric and
PracticePantherby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.


See it on your stack
See Caddi run Microsoft Fabric and PracticePanther together.
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.
- 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
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Microsoft Fabric and PracticePanther together
- 01
Keep Microsoft Fabric and PracticePanther in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
Actions Caddi can take across Microsoft Fabric and PracticePanther
PracticePantherNew contact
Triggers when a new contact is created in PracticePanther.
PracticePantherNew matter
Triggers when a new matter is opened.
PracticePantherEvent scheduled
Triggers when an event is added to the calendar.
PracticePantherCreate contact
Add a contact with address, phone, and matter associations.
PracticePantherCreate matter
Open a new PracticePanther matter with client and billing details.
PracticePantherCreate task
Schedule a follow-up task against a matter.
PracticePantherAdd time entry
Record time against a matter and activity code.
PracticePantherAdd note
Log a timestamped note against a matter.
Common questions
How does Caddi connect Microsoft Fabric and PracticePanther?
Microsoft Fabric and PracticePanther 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 Microsoft Fabric and PracticePanther 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 Microsoft Fabric and PracticePanther to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft Fabric + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Microsoft Fabric and PracticePanther?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft Fabric, PracticePanther, and the rest of your stack.





