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Automate LeadDocket with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with LeadDocket. It runs the LeadDocket steps your team does by hand today, and connects it to Filevine, Clio, and CASEpeer. 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 LeadDocket integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across LeadDocket and every tool it touches, including the screens with no API.

Visit leaddocket.com

How to automate LeadDocket

  1. Connect LeadDocket to Caddi

    Allow

    1Sign in to LeadDocket

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

  2. Automate lead to case in LeadDocket.

    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

LeadDocket integrations

Connect LeadDocket 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 LeadDocket

Why teams automate LeadDocket

LeadDocket runs intake and lead management for law firms, often paired with case systems. Caddi AI Agents automate the motions around it so staff stop pushing leads into cases by hand.

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 pattern
    1. LeadDocket
    2. Filevine

    Caddi reads a qualified lead in LeadDocket and opens the matching case in the practice system.

  • Intake documents

    Recommended pattern
    1. LeadDocket
    2. Microsoft Outlook

    Caddi pulls intake documents from email and attaches them to the LeadDocket record.

  • Status sync

    Recommended pattern
    1. LeadDocket
    2. 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, 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; once generated, it executes as deterministic code against LeadDocket, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in LeadDocket?

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 LeadDocket

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See it on your stack

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.