AI-native automation
Automate work across
Black Diamond and 
Filevinewith Caddi AI Agents.
Automate anything you do across Black Diamond, Filevine, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Black Diamond and Filevine
Connect Black Diamond to Caddi
Allow1Sign in to Black Diamond
One click with your own Black Diamond login. No API keys.
Connect Filevine to Caddi
Allow2Sign in to Filevine
The same click again. Both tools are connected.
Create project in Filevine when report generated in Black Diamond.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 · 150+ tools across legal, finance, and operations
Practical ways to use Black Diamond and Filevine together
- 01
Create project in Filevine when report generated in Black Diamond.
Caddi watches Black Diamond for report generated and create project in Filevine. No copy-paste, no missed records.
- 02
Generate report in Black Diamond when new project in Filevine.
Caddi watches Filevine for new project and generate report in Black Diamond so the two systems stay in lockstep.
- 03
Create contact in Filevine from Black Diamond events.
When account updated happens in Black Diamond, Caddi create contact in Filevine with the right context attached.
Actions Caddi can take across Black Diamond and Filevine
- Black Diamond
Report generated
Triggers when a performance or review report finishes rendering.
- Black Diamond
Account updated
Triggers when an account's holdings, value, or details change.
- Black Diamond
New account added
Triggers when a new account is added to a household.
- Black Diamond
Billing run completed
Triggers when a fee billing run finishes for the period.
- Black Diamond
Generate report
Run a performance, holdings, or review report for a household.
- Black Diamond
Find account
Look up an account or household by name, ID, or custodian.
- Black Diamond
Export performance data
Pull performance, positions, or billing figures for a date range.
- Black Diamond
Update household
Write household or account metadata back to Black Diamond.
- Filevine
New project
Triggers when a new project (matter) is created.
- Filevine
Phase changed
Triggers when a project advances to a new phase.
- Filevine
New activity
Triggers when a note, task, or call is added.
- Filevine
Document uploaded
Triggers when a document is added to a project.
- Filevine
Create project
Open a new Filevine project with intake, contacts, and section data.
- Filevine
Create contact
Add a contact to a project with role and relationship data.
- Filevine
Upload document
Add a document to a project with optional metadata.
- Filevine
Create task
Schedule a follow-up task against a project or team member.
- Filevine
Add note
Append a timestamped note to a project's activity feed.
Common questions
How does Caddi connect Black Diamond and Filevine?
Black Diamond and Filevine 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 Black Diamond and Filevine 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 Black Diamond and Filevine to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Black Diamond + Filevine 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 Black Diamond and Filevine?
Drop your work email and we'll show you Caddi running end-to-end against Black Diamond, Filevine, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.