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Automate SRFax with Caddi AI Agents

Built for professional services teams.

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

Visit srfax.com

How to automate SRFax

  1. Connect SRFax to Caddi

    Allow

    1Sign in to SRFax

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

  2. Automate file inbound faxes in SRFax.

    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

SRFax integrations

Connect SRFax 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 SRFax

Why teams automate SRFax

SRFax keeps the firm's fax traffic in the cloud, and law firms still fax heavily. Caddi AI Agents automate the filing and sending so faxes reach the right matter without manual sorting.

Inbound faxes pile up and outbound faxes get sent by hand one at a time. Caddi files each inbound fax and sends outbound faxes straight from the workflow.

Loops Caddi runs against SRFax

  • File inbound faxes

    Recommended pattern
    1. SRFax
    2. Clio

    Caddi captures each inbound SRFax, identifies the matter, and files it in Clio.

  • Save to documents

    Recommended pattern
    1. SRFax
    2. NetDocuments

    Caddi routes the SRFax document to the right folder in NetDocuments.

  • Send from workflow

    Recommended pattern
    1. SRFax
    2. Microsoft Outlook

    Caddi sends the outbound SRFax and confirms delivery back in Outlook.

Where professional services teams use it

  • Inbound triage

    Watch SRFax for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep SRFax in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using SRFax alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right SRFax update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating SRFax

Does Caddi have a real SRFax integration?

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

Do I need engineering help to automate SRFax with Caddi?

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

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

Can Caddi connect SRFax 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 SRFax, 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 SRFax?

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 SRFax

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See it on your stack

Ready to automate SRFax?

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