Cross-verticalGeneral Productivity

Automate SRFax with Caddi

Built for professional services teams.

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

How it works

Automating SRFax takes one screenshare.

Show Caddi the SRFax 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 SRFax 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 SRFax

Why teams automate SRFax

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

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.

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.