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SimpleLegal Setup

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

  1. In Caddi, open Settings, then Integrations.

  2. Under Connectors you can configure, find SimpleLegal - Custom API Key and click Configure.

  3. Paste your SimpleLegal API key into API Key.

  4. 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.

  5. Click Save Configuration.

Sources

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