SimpleLegal connects to Caddi with your SimpleLegal API key.
Before you start
You'll need:
A SimpleLegal account
Your SimpleLegal API key
Owner or Admin access to your Caddi organization
Do not send this API key by email, chat, or a support ticket. Paste it straight into Caddi in Step 1, or keep it in a password manager until you do.
Step 1: Retrieve the API key in SimpleLegal
SimpleLegal does not document this process. Reach out to your SimpleLegal representative for assistance.
Step 2: Add the API key in Caddi
In Caddi, open Settings, then Integrations.
Under Connectors you can configure, find SimpleLegal - Custom API Key and click Configure.
Paste your SimpleLegal API key into API Key.
Instance URL is optional. Leave it blank unless SimpleLegal gave you a different API URL. When blank, Caddi uses
https://falcon.simplelegal.com/api/v1.Click Save Configuration.
Sources
SimpleLegal API — SimpleLegal
