LawAutomate LawPay with Caddi AI Agents
Built for law firms.
Yes, Caddi integrates with LawPay. It runs 10 supported actions in LawPay, including get contact, get transaction, and search contacts, and connects it to Clio, Quickbooks, and Neos. 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 LawPay integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across LawPay and every tool it touches, including the screens with no API.
Supported actions10
- Get contactRetrieves contact details by ID from Lawpay.
- Get transactionRetrieves detailed transaction information including payment method, status, amounts, and custom data by transaction ID from Lawpay.
- Search contactsSearches contacts by query parameters and returns paginated results from Lawpay.
- Search transactionsSearches transactions with complex query filters including date ranges, payment types, and status filters, returning paginated results with full transaction details.
- Create chargeCreates a new charge for payment processing using the Payment Gateway API with support for credit cards and bank accounts.
- Create contactCreates a new contact with personal and company information in Lawpay.
- Create info requestCreates an info request for client information collection in Lawpay.
- Create invoiceCreates a new invoice for a contact with amount and billing details in Lawpay.
- Create paymentProcesses a payment for invoices associated with a contact in Lawpay.
- Update contactUpdates contact information with specified fields in Lawpay.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
How to automate LawPay
Connect LawPay to Caddi
Allow1Sign in to LawPay
One click with your own LawPay login. No API keys.
Automate collection payment receipts in LawPay.
ScreenshareType it2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi does with LawPay
Why teams automate LawPay
LawPay is the payment rail of choice for legal — and every payment fans out into matter records, email confirmations, trust accounting, and follow-up. Caddi AI Agents run that fan-out automatically.
Caddi customers run more than 4,000 LawPay flows a month in production — the most common one is matching today's receipts to the right matter and email recipient without anyone clicking.
Loops Caddi runs against LawPay
Collection Payment Receipts
Real customer flowCaddi identifies today's collection payments, resends receipts to the right recipients, and updates the corresponding case record and email tagging.
Payment notifications and case payment records stay accurate and up to date.
Matter-level reconciliation
Recommended patternCaddi reads the daily LawPay export, matches each line to the right matter in Clio, and writes the reconciled record back.
Trust deposit logging
Recommended patternCaddi captures trust deposit details from LawPay and posts the matching entries to the firm's trust ledger and matter record.
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 LawPay automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct LawPay matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between LawPay 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 LawPay data and route the output to the right inbox.
Questions about automating LawPay
Does Caddi have a real LawPay integration?
Yes. Caddi runs verified code against LawPay's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for LawPay is reviewed before it runs in production.
Do I need engineering help to automate LawPay with Caddi?
No. You demonstrate the workflow, clicking through LawPay 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 LawPay data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against LawPay, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect LawPay 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 LawPay, 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 LawPay?
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.
Ready to automate LawPay?
Drop your work email and we'll show you Caddi running end-to-end against LawPay and the rest of your stack.