AI-native automation
Connect NetDocuments and Practifi 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
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.
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.
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. 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 NetDocuments and Practifi 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 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 the screenshare. 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.