AI-native automation
Automate work across
PracticePanther and 
Wealthboxby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate inbound email triage in PracticePanther and Wealthbox. Caddi builds the loop and runs it.
See it on your stack
See Caddi run PracticePanther and Wealthbox together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use PracticePanther and Wealthbox together
- 01
Create contact in Wealthbox when new contact in PracticePanther.
Caddi watches PracticePanther for new contact and create contact in Wealthbox — no copy-paste, no missed records.
- 02
Create contact in PracticePanther when new contact in Wealthbox.
Caddi watches Wealthbox for new contact and create contact in PracticePanther so the two systems stay in lockstep.
- 03
Create task in Wealthbox from PracticePanther events.
When new matter happens in PracticePanther, Caddi create task in Wealthbox with the right context attached.
Actions Caddi can take across PracticePanther and Wealthbox
- 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.
- Wealthbox
New contact
Triggers when a new contact is added in Wealthbox.
- Wealthbox
Task completed
Triggers when an advisor closes out a task.
- Wealthbox
New note added
Triggers when a note is logged against a contact.
- Wealthbox
Create contact
Add a new Wealthbox contact with full household details.
- Wealthbox
Create task
Schedule a follow-up task against a contact or household.
- Wealthbox
Add note
Log a meeting, call, or research note against a contact.
- Wealthbox
Add to workflow
Place a contact into a multi-step service workflow.
Common questions
How does Caddi connect PracticePanther and Wealthbox?
PracticePanther and Wealthbox 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 Wealthbox 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 Wealthbox to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first PracticePanther + Wealthbox 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 PracticePanther and Wealthbox?
Drop your work email and we'll show you Caddi running end-to-end against PracticePanther, Wealthbox, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.