AI-native automation
Automate work across
PracticePanther and 
Sentrywith Caddi AI Agents.
Connect PracticePanther and Sentry: Resolve issue in Sentry when new contact in PracticePanther. 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 PracticePanther and Sentry
Caddi AI Agents find the repetitive handoffs between PracticePanther and Sentry, 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 PracticePanther and Sentry together
In a law firm the work between PracticePanther and Sentry 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
Resolve issue in Sentry when new contact in PracticePanther.
Caddi watches PracticePanther for new contact and resolve issue in Sentry. No copy-paste, no missed records.
- 02
Create contact in PracticePanther when new issue in Sentry.
Caddi watches Sentry for new issue and create contact in PracticePanther so the two systems stay in lockstep.
- 03
Assign issue in Sentry from PracticePanther events.
When new matter happens in PracticePanther, Caddi assign issue in Sentry with the right context attached.
Actions Caddi can take across PracticePanther and Sentry
- 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.
- Sentry
New issue
Triggers when Sentry groups a new error into an issue.
- Sentry
Issue regressed
Triggers when a resolved issue starts happening again.
- Sentry
Alert fired
Triggers when a Sentry alert rule's threshold is crossed.
- Sentry
Resolve issue
Mark an issue resolved, optionally in the next release.
- Sentry
Assign issue
Assign an issue to a person or team.
- Sentry
Fetch issue details
Pull the stack trace, tags and event counts for an issue.
Common questions
How does Caddi connect PracticePanther and Sentry?
PracticePanther and Sentry 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 PracticePanther and Sentry 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 PracticePanther and Sentry to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first PracticePanther + Sentry 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 PracticePanther and Sentry 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 PracticePanther and Sentry?
Drop your work email and we'll show you Caddi running end-to-end against PracticePanther, Sentry, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.