AI-native automation
Automate work across
Morningstar AdviserLogic and 
PracticePantherby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate intake to matter in Morningstar AdviserLogic and PracticePanther. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Morningstar AdviserLogic 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.
- 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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Morningstar AdviserLogic and PracticePanther together
- 01
Create contact in PracticePanther when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and create contact in PracticePanther — no copy-paste, no missed records.
- 02
Create client in Morningstar AdviserLogic when new contact in PracticePanther.
Caddi watches PracticePanther for new contact and create client in Morningstar AdviserLogic so the two systems stay in lockstep.
- 03
Create matter in PracticePanther from Morningstar AdviserLogic events.
When soa approved happens in Morningstar AdviserLogic, Caddi create matter in PracticePanther with the right context attached.
Actions Caddi can take across Morningstar AdviserLogic and PracticePanther
- Morningstar AdviserLogic
New client record
Triggers when a new client is added in AdviserLogic.
- Morningstar AdviserLogic
SOA approved
Triggers when a Statement of Advice is finalized.
- Morningstar AdviserLogic
Create client
Open a new AdviserLogic client with full profile and KYC data.
- Morningstar AdviserLogic
Generate Statement of Advice
Produce an SOA from a template with merged client data.
- Morningstar AdviserLogic
Update review schedule
Push the next review date into the client's calendar.
- 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 Morningstar AdviserLogic and PracticePanther?
Morningstar AdviserLogic 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 Morningstar AdviserLogic 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 Morningstar AdviserLogic and PracticePanther to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Morningstar AdviserLogic + 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.
Ready to automate Morningstar AdviserLogic and PracticePanther?
Drop your work email and we'll show you Caddi running end-to-end against Morningstar AdviserLogic, PracticePanther, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.