LawAutomate NetDocuments with Caddi AI Agents
Built for law firms.
Yes, Caddi integrates with NetDocuments. It runs 6 supported actions in NetDocuments, including document profiled, upload document, and create workspace, and connects it to iManage, Relativity, and SharePoint. 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 NetDocuments integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across NetDocuments and every tool it touches, including the screens with no API.
Supported actions6
- New documentTriggers when a document is added to a workspace.
- Document profiledTriggers when profile attributes are set on a document.
- Upload documentAdd a document to a workspace with profile attributes.
- Create workspaceOpen a new matter workspace under a cabinet.
- Search documentsFind documents by content or profile attributes.
- Update document attributesSet or change profile fields on a document.
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 NetDocuments
Connect NetDocuments to Caddi
Allow1Sign in to NetDocuments
One click with your own NetDocuments login. No API keys.
Automate new matter setup in NetDocuments.
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 NetDocuments
Why teams automate NetDocuments
NetDocuments is the DMS of choice for midsize and large firms. Caddi AI Agents automate the filing, classification, and workspace-management motions paralegal teams handle by hand.
Caddi customers have cleared more than 4,500 hours of NetDocs backlog. The work is repetitive, rule-based, and exactly what Caddi was built for.
Loops Caddi runs against NetDocuments
New Matter Setup
Real customer flowCaddi extracts client and matter details from new matter request emails, creates the client and matter workspace when needed, and files intake documents with the right attributes.
Matters are opened faster with cleaner setup and correctly filed intake documents.
Termination Letter Delivery
Real customer flowCaddi verifies required termination documentation, sends the correct termination letter, and marks the task complete, reducing manual compliance steps for compliance teams.
Client terminations are executed consistently with complete records.
Intake Document Packets
Real customer flowCaddi classifies and names intake document images, merges related PDFs, files the packet to the correct case workspace, and updates processing status.
Intake documents are processed and filed automatically.
Case Document Data Extraction
Real customer flowCaddi locates the right case documents, extracts key details, and writes structured data back into opportunity records.
Intake data is structured, validated, and written into Salesforce consistently.
Scanned Check Processing
Real customer flowCaddi extracts details from scanned checks, matches each check to the correct matter, and updates deposit request logs and related records.
Trust check handling becomes faster, more accurate, and easier to reconcile.
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 NetDocuments automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct NetDocuments matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between NetDocuments 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 NetDocuments data and route the output to the right inbox.
Questions about automating NetDocuments
Does Caddi have a real NetDocuments integration?
Yes. Caddi runs verified code against NetDocuments's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for NetDocuments is reviewed before it runs in production.
Do I need engineering help to automate NetDocuments with Caddi?
No. You demonstrate the workflow, clicking through NetDocuments 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 NetDocuments data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against NetDocuments, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect NetDocuments 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 NetDocuments, 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 NetDocuments?
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 NetDocuments?
Drop your work email and we'll show you Caddi running end-to-end against NetDocuments and the rest of your stack.