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Automate PracticePanther with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with PracticePanther. It runs 8 supported actions in PracticePanther, including event scheduled, create contact, and create matter, and connects it to Clio, Rocket Matter, and LawPay. 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 PracticePanther integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across PracticePanther and every tool it touches, including the screens with no API.

Supported actions8
  • New contactTriggers when a new contact is created in PracticePanther.
  • New matterTriggers when a new matter is opened.
  • Event scheduledTriggers when an event is added to the calendar.
  • Create contactAdd a contact with address, phone, and matter associations.
  • Create matterOpen a new PracticePanther matter with client and billing details.
  • Create taskSchedule a follow-up task against a matter.
  • Add time entryRecord time against a matter and activity code.
  • Add noteLog a timestamped note against a matter.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Visit practicepanther.com

How to automate PracticePanther

  1. Connect PracticePanther to Caddi

    Allow

    1Sign in to PracticePanther

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

  2. Automate intake to matter in PracticePanther.

    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.

The details

What Caddi does with PracticePanther

Why teams automate PracticePanther

PracticePanther runs small and midsize firms cleanly — Caddi AI Agents automate the work that surrounds it across intake, billing, and document storage.

PracticePanther's value is in being the system of record. Caddi keeps it the system of record by automating every update from email, signature, and storage back into the matter.

Loops Caddi runs against PracticePanther

  • Intake to matter

    Recommended pattern
    1. PracticePanther
    2. Docusign
    3. Dropbox

    Caddi parses signed intake forms and creates the PracticePanther matter, contacts, and folder with documents pre-filed.

  • Invoice + payment loop

    Recommended pattern
    1. PracticePanther
    2. LawPay
    3. Microsoft Outlook

    Caddi pushes prebills, captures the signed approval, and posts the payment back to the matter when it lands in LawPay.

  • Document classification + filing

    Recommended pattern
    1. PracticePanther
    2. Microsoft Outlook
    3. Dropbox

    Caddi watches the firm inbox for matter documents, classifies them, and files them in PracticePanther with the right metadata.

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 PracticePanther automatically.

  • Document filing & renaming

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

  • Billing & finance workflows

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

Questions about automating PracticePanther

Does Caddi have a real PracticePanther integration?

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

Do I need engineering help to automate PracticePanther with Caddi?

No. You demonstrate the workflow, clicking through PracticePanther 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 PracticePanther data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against PracticePanther, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect PracticePanther 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 PracticePanther, 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 PracticePanther?

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 PracticePanther

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See it on your stack

Ready to automate PracticePanther?

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