AI-native automation
Automate work across
NetDocuments and 
Wavewith Caddi AI Agents.
Connect NetDocuments and Wave: Create invoice in Wave when new document in NetDocuments. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between NetDocuments and Wave
Caddi AI Agents find the repetitive handoffs between NetDocuments and Wave, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Wave together
In a law firm the work between NetDocuments and Wave 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 invoice in Wave when new document in NetDocuments.
Caddi watches NetDocuments for new document and create invoice in Wave. No copy-paste, no missed records.
- 02
Upload document in NetDocuments when invoice paid in Wave.
Caddi watches Wave for invoice paid and upload document in NetDocuments so the two systems stay in lockstep.
- 03
Record payment in Wave from NetDocuments events.
When document profiled happens in NetDocuments, Caddi record payment in Wave with the right context attached.
Actions Caddi can take across NetDocuments and Wave
- 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.
- Wave
Invoice paid
Triggers when a Wave invoice is paid.
- Wave
New customer
Triggers when a customer is added.
- Wave
Invoice overdue
Triggers when an invoice passes its due date.
- Wave
Create invoice
Draft an invoice with line items.
- Wave
Record payment
Mark an invoice paid.
- Wave
Create transaction
Record an income or expense transaction.
Common questions
How does Caddi connect NetDocuments and Wave?
NetDocuments and Wave 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 Wave 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 Wave to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first NetDocuments + Wave 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 NetDocuments and Wave 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 NetDocuments and Wave?
Drop your work email and we'll show you Caddi running end-to-end against NetDocuments, Wave, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.