AI-native automation
Automate work across
NetDocuments and 
Practifiwith Caddi AI Agents.
Automate anything you do across NetDocuments, Practifi, 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 NetDocuments and Practifi
Connect NetDocuments to Caddi
Allow1Sign in to NetDocuments
One click with your own NetDocuments login. No API keys.
Connect Practifi to Caddi
Allow2Sign in to Practifi
The same click again. Both tools are connected.
Create client in Practifi when new document in NetDocuments.
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 NetDocuments and Practifi together
- 01
Create client in Practifi when new document in NetDocuments.
Caddi watches NetDocuments for new document and create client in Practifi. No copy-paste, no missed records.
- 02
Upload document in NetDocuments when new client in Practifi.
Caddi watches Practifi for new client and upload document in NetDocuments so the two systems stay in lockstep.
- 03
Launch process in Practifi from NetDocuments events.
When document profiled happens in NetDocuments, Caddi launch process in Practifi with the right context attached.
Actions Caddi can take across NetDocuments and Practifi
- NetDocuments
New document
Triggers when a document is added to a workspace.
- NetDocuments
Document profiled
Triggers when profile attributes are set on a document.
- NetDocuments
Upload document
Add a document to a workspace with profile attributes.
- NetDocuments
Create workspace
Open a new matter workspace under a cabinet.
- NetDocuments
Search documents
Find documents by content or profile attributes.
- NetDocuments
Update document attributes
Set or change profile fields on a document.
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
Common questions
How does Caddi connect NetDocuments and Practifi?
NetDocuments and Practifi 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 NetDocuments and Practifi 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 NetDocuments and Practifi to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first NetDocuments + Practifi 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 NetDocuments and Practifi?
Drop your work email and we'll show you Caddi running end-to-end against NetDocuments, Practifi, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.