LawLegal Specific

Automate Intapp with Caddi

Built for law firms.

Intapp governs new-business intake, conflicts, and compliance at many large firms — but the work feeding it and following from it still lands on staff: gathering intake details, chasing approvals, and syncing the outcome to the rest of the stack. Caddi automates that surrounding loop.

Why automate it

The work around Intapp is where time disappears.

Intapp's value is the controlled process, but the manual steps around that process — collecting intake fields, routing conflict results, and writing the outcome back to billing and the DMS — still eat hours. Caddi runs those steps deterministically so the controlled process moves faster.

Workflows

Loops Caddi runs against Intapp

  • New-business intake assembly

    Recommended pattern
    1. Intapp
    2. Microsoft Outlook
    3. iManage

    Caddi reads intake details from inbound emails and forms, populates the Intapp intake request, and routes it for the right approvals.

  • Conflict-check routing

    Recommended pattern
    1. Intapp
    2. Microsoft Outlook
    3. NetDocuments

    When a conflict check completes in Intapp, Caddi packages the result, routes it to the responsible attorney for sign-off, and logs the decision.

  • Matter open + system sync

    Recommended pattern
    1. Intapp
    2. Aderant
    3. iManage

    Once intake clears, Caddi opens the matter in the firm's billing system and DMS to match the approved Intapp record, with no rekeying.

Where law firms use it

Caddi + Intapp, in practice

  • Client intake & matter opening

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

  • Document filing & renaming

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

  • Billing & finance workflows

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

FAQ

Questions about automating Intapp

Does Caddi have a real Intapp integration?

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

Do I need engineering help to automate Intapp with Caddi?

No. You demonstrate the workflow once — clicking through Intapp 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 Intapp 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 Intapp with no model in the loop.

Can Caddi connect Intapp 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 Intapp, 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 Intapp

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See it on your stack

Ready to automate Intapp?

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