AI-native automation
Automate work across
NetDocuments and 
Zockswith Caddi AI Agents.
Automate anything you do across NetDocuments, Zocks, 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 Zocks
Connect NetDocuments to Caddi
Allow1Sign in to NetDocuments
One click with your own NetDocuments login. No API keys.
Connect Zocks to Caddi
Allow2Sign in to Zocks
The same click again. Both tools are connected.
Fetch meeting summary in Zocks 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 Zocks together
- 01
Fetch meeting summary in Zocks when new document in NetDocuments.
Caddi watches NetDocuments for new document and fetch meeting summary in Zocks. No copy-paste, no missed records.
- 02
Upload document in NetDocuments when meeting summary ready in Zocks.
Caddi watches Zocks for meeting summary ready and upload document in NetDocuments so the two systems stay in lockstep.
- 03
Draft follow-up email in Zocks from NetDocuments events.
When document profiled happens in NetDocuments, Caddi draft follow-up email in Zocks with the right context attached.
Actions Caddi can take across NetDocuments and Zocks
- 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.
- Zocks
Meeting summary ready
Triggers when Zocks finishes structuring notes for a client meeting.
- Zocks
Action item created
Triggers when Zocks extracts a follow-up task from a meeting.
- Zocks
Client fact captured
Triggers when Zocks records a new or changed data point (goals, family, accounts).
- Zocks
Fetch meeting summary
Pull the structured summary, tasks, and data points for a meeting.
- Zocks
Draft follow-up email
Generate the client recap email from the meeting's action items.
- Zocks
Sync to CRM
Push the meeting notes and extracted facts to the connected CRM record.
Common questions
How does Caddi connect NetDocuments and Zocks?
NetDocuments and Zocks 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 Zocks 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 Zocks to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first NetDocuments + Zocks 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 Zocks?
Drop your work email and we'll show you Caddi running end-to-end against NetDocuments, Zocks, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.