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.
The work around PracticePanther is where time disappears.
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 patternCaddi parses signed intake forms and creates the PracticePanther matter, contacts, and folder with documents pre-filed.
Invoice + payment loop
Recommended patternCaddi pushes prebills, captures the signed approval, and posts the payment back to the matter when it lands in LawPay.
Document classification + filing
Recommended patternCaddi watches the firm inbox for matter documents, classifies them, and files them in PracticePanther with the right metadata.
Caddi + PracticePanther, in practice
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 once — 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.
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.