NewPlan your 2027 AI roadmap with Caddi DiscoverOther eventsNext: ADVISE AI, Oct 20–22
In-ProgressLaw

Automate HotDocs with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with HotDocs. It runs the HotDocs steps your team does by hand today, and connects it to Clio, NetDocuments, and Docusign. 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 HotDocs integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across HotDocs and every tool it touches, including the screens with no API.

Visit hotdocs.com

How to automate HotDocs

  1. Connect HotDocs to Caddi

    Allow

    1Sign in to HotDocs

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

  2. Automate generate from case data in HotDocs.

    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

HotDocs integrations

Connect HotDocs 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 HotDocs

Why teams automate HotDocs

HotDocs turns templates into finished legal documents from structured case data. Caddi AI Agents automate the motions around it so staff stop triggering and filing assembly by hand.

The friction is not inside HotDocs, it is the data gathering and filing that surround it. Caddi runs those steps deterministically across the firm's stack.

Loops Caddi runs against HotDocs

  • Generate from case data

    Recommended pattern
    1. HotDocs
    2. Clio
    3. NetDocuments

    Caddi pulls fields from the matter, runs HotDocs assembly, and files the finished document back to the DMS.

  • Assemble and sign

    Recommended pattern
    1. HotDocs
    2. DocuSign

    Caddi generates the document in HotDocs and routes it out for signature.

  • Template intake

    Recommended pattern
    1. HotDocs
    2. iManage

    Caddi reads an intake request and assembles the matching HotDocs template, then saves it to the matter.

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 HotDocs automatically.

  • Document filing & renaming

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

  • Billing & finance workflows

    Push invoices, payments, and trust-accounting events between HotDocs 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 HotDocs data and route the output to the right inbox.

Questions about automating HotDocs

Does Caddi have a real HotDocs integration?

Yes. Caddi runs verified code against HotDocs's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for HotDocs is reviewed before it runs in production.

Do I need engineering help to automate HotDocs with Caddi?

No. You demonstrate the workflow, clicking through HotDocs 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 HotDocs data safe?

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

Can Caddi connect HotDocs 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 HotDocs, 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 HotDocs?

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 HotDocs

Browse all
See it on your stack

Ready to automate HotDocs?

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