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Automate SimpleLegal with Caddi AI Agents

Built for professional services teams.

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

Visit simplelegal.com

How to automate SimpleLegal

  1. Connect SimpleLegal to Caddi

    Allow

    1Sign in to SimpleLegal

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

  2. Automate invoice intake in SimpleLegal.

    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

SimpleLegal integrations

Connect SimpleLegal 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 SimpleLegal

Why teams automate SimpleLegal

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

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

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.

How do I find what to automate in SimpleLegal?

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 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.