AI-native automation

Connect PracticePanther and Stripe 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

Caddi can…
PracticePantherLegal
Caddi can…
StripeProductivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use PracticePanther and Stripe together

  • 01

    Create customer in Stripe when new contact in PracticePanther.

    Caddi watches PracticePanther for new contact and create customer in Stripe — no copy-paste, no missed records.

  • 02

    Create contact in PracticePanther when new charge in Stripe.

    Caddi watches Stripe for new charge and create contact in PracticePanther so the two systems stay in lockstep.

  • 03

    Create charge in Stripe from PracticePanther events.

    When new matter happens in PracticePanther, Caddi create charge in Stripe with the right context attached.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Actions Caddi can take across PracticePanther and Stripe

  • 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.

  • Stripe

    New charge

    Triggers when a successful charge is processed.

  • Stripe

    Subscription created

    Triggers when a new subscription starts.

  • Stripe

    Refund issued

    Triggers when a refund is processed.

  • Stripe

    Create customer

    Add a new Stripe customer with payment method.

  • Stripe

    Create charge

    Charge a customer's card or bank account.

  • Stripe

    Create invoice

    Generate an invoice for a customer.

  • Stripe

    Create subscription

    Start a recurring subscription for a customer.

Common questions

How does Caddi connect PracticePanther and Stripe?

PracticePanther and Stripe 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 PracticePanther and Stripe 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 PracticePanther and Stripe to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first PracticePanther + Stripe 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 PracticePanther and Stripe?

Drop your work email and we'll show you Caddi running end-to-end against PracticePanther, Stripe, and the rest of your stack.