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Automate PACER with Caddi AI Agents

Built for law firms.

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

Building on the PACER API?Visit pacer.uscourts.gov

How to automate PACER

  1. Connect PACER to Caddi

    Allow

    1Sign in to PACER

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

  2. Automate pull complaint and route in PACER.

    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

PACER integrations

Connect PACER 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 PACER

Why teams automate PACER

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

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

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.

How do I find what to automate in PACER?

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 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.