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In-ProgressLaw

Automate Actionstep with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with Actionstep. It runs the Actionstep steps your team does by hand today, and connects it to Clio, NetDocuments, and LawPay. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Actionstep integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Actionstep and every tool it touches, each through its API.

Visit actionstep.com

How to automate Actionstep

  1. Connect Actionstep to Caddi

    Allow

    1Sign in to Actionstep

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

  2. Automate matter opening and workflow start in Actionstep.

    Type it

    2Show or tell it

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

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Actionstep integrations

Connect Actionstep with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Actionstep

Why teams automate Actionstep

Actionstep's step-based workflow is the reason firms choose it, and steps only advance when someone processes what arrived. Caddi AI Agents do the processing so the workflow keeps moving.

Most Actionstep steps wait on an inbound document or an external confirmation. Caddi reads the item, updates the matter, advances the step, and files the source, which turns a queue of manual checks into a workflow that runs.

Loops Caddi runs against Actionstep

  • Matter opening and workflow start

    Recommended pattern
    1. Actionstep
    2. Microsoft Outlook
    3. SharePoint

    Caddi reads the intake email, opens the Actionstep matter with the right matter type, and starts the workflow at the correct step.

  • Step advancement from documents

    Recommended pattern
    1. Actionstep
    2. Gmail
    3. NetDocuments

    Caddi classifies each inbound document, files it to the Actionstep matter, and advances the workflow step it satisfies.

  • Billing and disbursement sync

    Recommended pattern
    1. Actionstep
    2. LawPay
    3. Xero

    Caddi posts payments and disbursements against the Actionstep matter and writes the reconciled entries to accounting.

Where law firms use it

  • Client intake & matter opening

    Pull client details from inbound emails, forms, or PDFs and create the matter, contacts, and folder structure in Actionstep automatically.

  • Document filing & renaming

    Classify incoming documents, rename them to your firm's convention, and file them to the correct Actionstep matter without paralegal touch time.

  • Billing & finance workflows

    Push invoices, payments, and trust-accounting events between Actionstep and your billing system, with reconciliation logged back to each matter.

  • Compliance & follow-ups

    Trigger HIPAA packets, retainer agreements, conflict checks, or status follow-ups from Actionstep data and route the output to the right inbox.

Questions about automating Actionstep

Does Caddi have a real Actionstep integration?

Yes. Caddi runs verified code against Actionstep's official APIs. Every automation Caddi builds for Actionstep is reviewed before it runs in production.

Do I need engineering help to automate Actionstep with Caddi?

No. You demonstrate the workflow, clicking through Actionstep the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Actionstep data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Actionstep, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Actionstep to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Actionstep, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Actionstep?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Actionstep

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See it on your stack

Ready to automate Actionstep?

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