Automate Ironclad with Caddi
Built for law firms.
Ironclad runs contract lifecycle for in-house teams and law firms. Caddi automates the intake and post-signature work that bookends every Ironclad workflow.
The work around Ironclad is where time disappears.
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 patternCaddi 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 patternOn signature, Caddi files the final contract to the right cloud storage folder and updates the matching record in Salesforce.
Obligation reminder loop
Recommended patternCaddi watches contract obligations and renewal dates, drafts the reminder, and routes it to the contract owner.
Caddi + Ironclad, in practice
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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Ironclad with no model in the loop.
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.
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.