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.
Automate Intapp by teaching Caddi like a new hire.
Walk Caddi through the Intapp work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.
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Teach it the job
Walk Caddi through the Intapp task the way you'd onboard a new hire.
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Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
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What Caddi does with Intapp
Why teams automate Intapp
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 patternCaddi reads intake details from inbound emails and forms, populates the Intapp intake request, and routes it for the right approvals.
Conflict-check routing
Recommended patternWhen 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 patternOnce 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.
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.