Automate LeadDocket with Caddi
Built for law firms.
LeadDocket runs intake and lead management for law firms, often paired with case systems. Caddi automates the motions around it so staff stop pushing leads into cases by hand.
Automating LeadDocket takes one screenshare.
Show Caddi the LeadDocket workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Record it once
Screen-share the LeadDocket task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with LeadDocket
Why teams automate LeadDocket
The friction is not inside LeadDocket, it is the intake handoff and filing that surround it. Caddi runs those steps deterministically across the firm's stack.
Loops Caddi runs against LeadDocket
Lead to case
Recommended patternCaddi reads a qualified lead in LeadDocket and opens the matching case in the practice system.
Intake documents
Recommended patternCaddi pulls intake documents from email and attaches them to the LeadDocket record.
Status sync
Recommended pattern- LeadDocket
- DocuSign
Caddi updates LeadDocket lead status and files the signed agreement to the case.
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 LeadDocket automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct LeadDocket matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between LeadDocket 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 LeadDocket data and route the output to the right inbox.
Questions about automating LeadDocket
Does Caddi have a real LeadDocket integration?
Yes. Caddi runs verified code against LeadDocket's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for LeadDocket is reviewed before it runs in production.
Do I need engineering help to automate LeadDocket with Caddi?
No. You demonstrate the workflow once — clicking through LeadDocket 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 LeadDocket 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 LeadDocket with no model in the loop.
Can Caddi connect LeadDocket 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 LeadDocket, 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 LeadDocket?
Drop your work email and we'll show you Caddi running end-to-end against LeadDocket and the rest of your stack.