LawLegal Specific

Automate HotDocs with Caddi

Built for law firms.

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

How it works

Automating HotDocs takes one screenshare.

Show Caddi the HotDocs workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the HotDocs task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with HotDocs

Why teams automate HotDocs

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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against HotDocs with no model in the loop.

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.

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.