Automate Lawmatics with Caddi
Built for law firms.
Lawmatics runs the front of the firm: leads, follow-up and conversion. Caddi handles the work either side of it, turning inbound email and documents into Lawmatics records and keeping the matter system in step once a lead converts.
Automate Lawmatics by teaching Caddi like a new hire.
Walk Caddi through the Lawmatics 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 Lawmatics 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 Lawmatics
Why teams automate Lawmatics
Lawmatics automations fire on clean records, and inbound work rarely arrives clean. Caddi reads the referral email or the intake PDF, creates the Lawmatics contact and matter with the right fields, and pushes the converted matter into practice management so nobody rekeys it.
Loops Caddi runs against Lawmatics
Inbound intake capture
Recommended patternCaddi reads the referral email or intake form attachment, creates the Lawmatics contact and matter, and attaches the source document.
Converted-matter handoff
Recommended patternWhen a Lawmatics matter converts, Caddi opens the matter in practice management, creates the folder structure, and files the signed engagement letter.
Signed-agreement filing
Recommended patternCaddi picks up the completed e-signature, updates the Lawmatics record, renames the document to the firm's convention, and files it to the client.
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 Lawmatics automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct Lawmatics matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between Lawmatics 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 Lawmatics data and route the output to the right inbox.
Questions about automating Lawmatics
Does Caddi have a real Lawmatics integration?
Yes. Caddi runs verified code against Lawmatics's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Lawmatics is reviewed before it runs in production.
Do I need engineering help to automate Lawmatics with Caddi?
No. You demonstrate the workflow — clicking through Lawmatics 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 Lawmatics data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Lawmatics, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Lawmatics 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 Lawmatics, 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 Lawmatics?
Drop your work email and we'll show you Caddi running end-to-end against Lawmatics and the rest of your stack.