Cross-verticalLegal Specific

Automate SimpleLegal with Caddi

Built for professional services teams.

SimpleLegal runs legal-spend, matter management, and e-billing for in-house legal ops. Caddi automates the motions around it so teams stop routing invoices and matters by hand.

How it works

Automating SimpleLegal takes one screenshare.

Show Caddi the SimpleLegal 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 SimpleLegal 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 SimpleLegal

Why teams automate SimpleLegal

The friction is not inside SimpleLegal, it is the invoice intake, matter updates, and vendor handling that surround it. Caddi runs those steps deterministically across the stack.

Loops Caddi runs against SimpleLegal

  • Invoice intake

    Recommended pattern
    1. SimpleLegal
    2. Microsoft Outlook

    Caddi pulls vendor invoices from email and loads them into SimpleLegal for review.

  • Matter sync

    Recommended pattern
    1. SimpleLegal
    2. Salesforce

    Caddi opens or updates a SimpleLegal matter from a request in Salesforce.

  • Vendor documents

    Recommended pattern
    1. SimpleLegal
    2. DocuSign

    Caddi files signed vendor agreements from DocuSign into the SimpleLegal record.

Where professional services teams use it

  • Client intake & matter opening

    Pull client details from inbound emails, forms, or PDFs and create the matter, contacts, and folder structure in SimpleLegal automatically.

  • Document filing & renaming

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

  • Billing & finance workflows

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

Questions about automating SimpleLegal

Does Caddi have a real SimpleLegal integration?

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

Do I need engineering help to automate SimpleLegal with Caddi?

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

Can Caddi connect SimpleLegal 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 SimpleLegal, 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 SimpleLegal

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See it on your stack

Ready to automate SimpleLegal?

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