LawLegal Specific

Automate PACER with Caddi

Built for law firms.

PACER is how legal teams reach federal court case and docket records every day. Caddi automates the searches, pulls, and routing around it so staff stop doing it by hand.

How it works

Automating PACER takes one screenshare.

Show Caddi the PACER workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the PACER task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with PACER

Why teams automate PACER

Manual PACER lookups, downloads, and re-keying eat billable hours and slow response times. Caddi runs the search, retrieve, and route steps for every case and filing.

Loops Caddi runs against PACER

  • Pull complaint and route

    Recommended pattern
    1. PACER
    2. Microsoft Outlook

    Caddi logs into PACER, pulls the complaint or docket, and emails it to the attorney with the case status.

  • File docket to matter

    Recommended pattern
    1. PACER
    2. NetDocuments

    Caddi retrieves the latest docket entries and files them to the matter in the DMS.

  • Bankruptcy check monitor

    Recommended pattern
    1. PACER
    2. Clio

    Caddi runs Case Locator searches for named parties and logs any bankruptcy filings to the case record.

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 PACER automatically.

  • Document filing & renaming

    Classify incoming documents, rename them to your firm's convention, and file them to the correct PACER matter without paralegal touch time.

  • Billing & finance workflows

    Push invoices, payments, and trust-accounting events between PACER 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 PACER data and route the output to the right inbox.

Questions about automating PACER

Does Caddi have a real PACER integration?

Yes. Caddi runs verified code against PACER's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for PACER is reviewed before it runs in production.

Do I need engineering help to automate PACER with Caddi?

No. You demonstrate the workflow once — clicking through PACER 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 PACER 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 PACER with no model in the loop.

Can Caddi connect PACER 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 PACER, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside PACER

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See it on your stack

Ready to automate PACER?

Drop your work email and we'll show you Caddi running end-to-end against PACER and the rest of your stack.