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LawLegal Specific

Automate PracticePanther with Caddi

Built for law firms.

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

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.

How it works

Automate PracticePanther by teaching Caddi like a new hire.

Walk Caddi through the PracticePanther 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. 1

    Teach it the job

    Walk Caddi through the PracticePanther task the way you'd onboard a new hire.

  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 PracticePanther

Why teams automate PracticePanther

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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against PracticePanther with no model in the loop.

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.

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.