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In-ProgressLaw

Automate Lawmatics with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with Lawmatics. It runs the Lawmatics steps your team does by hand today, and connects it to Clio, Litify, and NetDocuments. 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 Lawmatics integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Lawmatics and every tool it touches, each through its API.

Building on the Lawmatics API?Visit lawmatics.com

How to automate Lawmatics

  1. Connect Lawmatics to Caddi

    Allow

    1Sign in to Lawmatics

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

  2. Automate inbound intake capture in Lawmatics.

    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

Lawmatics integrations

Connect Lawmatics 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 Lawmatics

Why teams automate Lawmatics

Lawmatics runs the front of the firm: leads, follow-up and conversion. Caddi AI Agents handle 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.

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 pattern
    1. Lawmatics
    2. Gmail
    3. Clio

    Caddi reads the referral email or intake form attachment, creates the Lawmatics contact and matter, and attaches the source document.

  • Converted-matter handoff

    Recommended pattern
    1. Lawmatics
    2. Clio
    3. NetDocuments

    When 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 pattern
    1. Lawmatics
    2. Docusign
    3. SharePoint

    Caddi 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. 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.

How do I find what to automate in Lawmatics?

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 Lawmatics

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See it on your stack

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.