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AI-native automation

Automate work acrossPracticePanther and WooCommercewith Caddi AI Agents.

Automate anything you do across PracticePanther, WooCommerce, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect PracticePanther and WooCommerce

  1. Connect PracticePanther to Caddi

    Allow

    1Sign in to PracticePanther

    One click with your own PracticePanther login. No API keys.

  2. Connect WooCommerce to Caddi

    Allow

    2Sign in to WooCommerce

    The same click again. Both tools are connected.

  3. Update order in WooCommerce when new contact in PracticePanther.

    ScreenshareType it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 WooCommerce together

In a law firm the work between PracticePanther and WooCommerce 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

    Update order in WooCommerce when new contact in PracticePanther.

    Caddi watches PracticePanther for new contact and update order in WooCommerce. No copy-paste, no missed records.

  • 02

    Create contact in PracticePanther when new order in WooCommerce.

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

  • 03

    Create coupon in WooCommerce from PracticePanther events.

    When new matter happens in PracticePanther, Caddi create coupon in WooCommerce with the right context attached.

Actions Caddi can take across PracticePanther and WooCommerce

  • 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.

  • WooCommerce

    New order

    Triggers when an order is placed.

  • WooCommerce

    Order refunded

    Triggers when an order is refunded.

  • WooCommerce

    New customer

    Triggers when a customer account is created.

  • WooCommerce

    Update order

    Change status or add a note to an order.

  • WooCommerce

    Create coupon

    Issue a discount code.

  • WooCommerce

    Fetch orders

    Pull orders for a date range.

Common questions

How does Caddi connect PracticePanther and WooCommerce?

PracticePanther and WooCommerce 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 WooCommerce 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 WooCommerce to other tools too?

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

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