Automate NetDocuments with Caddi
Built for law firms.
NetDocuments is the DMS of choice for midsize and large firms. Caddi automates the filing, classification, and workspace-management motions paralegal teams handle by hand.
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.
Automate NetDocuments by teaching Caddi like a new hire.
Walk Caddi through the NetDocuments work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Teach it the job
Walk Caddi through the NetDocuments task the way you'd onboard a new hire.
- 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 NetDocuments
Why teams automate NetDocuments
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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against NetDocuments with no model in the loop.
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.
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.