Automate LawPay with Caddi
Built for law firms.
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 runs that fan-out automatically.
The work around LawPay is where time disappears.
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.
Caddi + LawPay, in practice
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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against LawPay with no model in the loop.
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.
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.