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

Automate Intapp with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with Intapp. It runs the Intapp steps your team does by hand today, and connects it to Aderant, Elite 3E, and iManage. 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 Intapp integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Intapp and every tool it touches, including the screens with no API.

Visit intapp.com

How to automate Intapp

  1. Connect Intapp to Caddi

    Allow

    1Sign in to Intapp

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

  2. Automate new-business intake assembly in Intapp.

    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

Intapp integrations

Connect Intapp 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 Intapp

Why teams automate Intapp

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 AI Agents automate that surrounding loop.

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.

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

  • 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.

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, 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; once generated, it executes as deterministic code against Intapp, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in Intapp?

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 Intapp

Browse all
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.