Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossAdobe Sign and iManageby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

Sign up freeFree for 14 days.

Help me automate matter workspace creation in Adobe Sign and iManage. Caddi builds the loop and runs it.

Adobe SignProductivity
iManageProductivity

See it on your stack

See Caddi run Adobe Sign and iManage together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Adobe Sign and iManage together

  • 01

    Upload document in iManage when agreement completed in Adobe Sign.

    Caddi watches Adobe Sign for agreement completed and upload document in iManage — no copy-paste, no missed records.

  • 02

    Send agreement for signature in Adobe Sign when new document in iManage.

    Caddi watches iManage for new document and send agreement for signature in Adobe Sign so the two systems stay in lockstep.

  • 03

    Search documents in iManage from Adobe Sign events.

    When agreement sent happens in Adobe Sign, Caddi search documents in iManage with the right context attached.

Actions Caddi can take across Adobe Sign and iManage

  • Adobe Sign

    Agreement completed

    Triggers when all signers have completed an agreement.

  • Adobe Sign

    Agreement sent

    Triggers when an agreement is sent for signature.

  • Adobe Sign

    Agreement declined

    Triggers when a signer declines an agreement.

  • Adobe Sign

    Send agreement for signature

    Send a document or template out for e-signature.

  • Adobe Sign

    Use template

    Send an agreement built from a reusable widget or template.

  • Adobe Sign

    Download signed PDF

    Download the executed PDF and certificate of completion.

  • Adobe Sign

    Send reminder

    Nudge signers who haven't completed yet.

  • iManage

    New document

    Triggers when a new document is added to a workspace.

  • iManage

    Document updated

    Triggers when an existing document is checked in.

  • iManage

    Upload document

    Add a document to an iManage workspace with profile data.

  • iManage

    Search documents

    Find documents by metadata, content, or author.

  • iManage

    Move document

    Move a document between folders or workspaces.

  • iManage

    Copy document

    Duplicate a document to a new folder.

Common questions

How does Caddi connect Adobe Sign and iManage?

Adobe Sign and iManage just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Adobe Sign and iManage end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect Adobe Sign and iManage to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Adobe Sign + iManage loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate Adobe Sign and iManage?

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