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Automate Ironclad with Caddi AI Agents

Built for law firms.

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

Building on the Ironclad API?Visit ironcladapp.com

How to automate Ironclad

  1. Connect Ironclad to Caddi

    Allow

    1Sign in to Ironclad

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

  2. Automate email-to-workflow intake in Ironclad.

    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.

The details

What Caddi does with Ironclad

Why teams automate Ironclad

Ironclad runs contract lifecycle for in-house teams and law firms. Caddi AI Agents automate the intake and post-signature work that bookends every Ironclad workflow.

Most CLM friction shows up before the workflow even starts (intake) and after signature (filing, downstream updates). Caddi handles both ends.

Loops Caddi runs against Ironclad

  • Email-to-workflow intake

    Recommended pattern
    1. Ironclad
    2. Microsoft Outlook
    3. Salesforce

    Caddi reads inbound contract request emails, extracts the metadata, and kicks off the right Ironclad workflow with the file attached.

  • Signed-contract filing + CRM update

    Recommended pattern
    1. Ironclad
    2. Salesforce
    3. SharePoint

    On signature, Caddi files the final contract to the right cloud storage folder and updates the matching record in Salesforce.

  • Obligation reminder loop

    Recommended pattern
    1. Ironclad
    2. Microsoft Outlook
    3. Slack

    Caddi watches contract obligations and renewal dates, drafts the reminder, and routes it to the contract owner.

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 Ironclad automatically.

  • Document filing & renaming

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

  • Billing & finance workflows

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

Questions about automating Ironclad

Does Caddi have a real Ironclad integration?

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

Do I need engineering help to automate Ironclad with Caddi?

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

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

Can Caddi connect Ironclad 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 Ironclad, 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 Ironclad?

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 Ironclad

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Ready to automate Ironclad?

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