AI-native automation
Connect Black Diamond and iManage with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Black Diamond and iManage together
- 01
Upload document in iManage when report generated in Black Diamond.
Caddi watches Black Diamond for report generated and upload document in iManage — no copy-paste, no missed records.
- 02
Generate report in Black Diamond when new document in iManage.
Caddi watches iManage for new document and generate report in Black Diamond so the two systems stay in lockstep.
- 03
Search documents in iManage from Black Diamond events.
When account updated happens in Black Diamond, Caddi search documents in iManage with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Black Diamond and iManage
- 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.
- 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 Black Diamond and iManage?
Black Diamond and iManage just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Black Diamond and iManage end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Black Diamond and iManage to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Black Diamond + 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Black Diamond and iManage?
Drop your work email and we'll show you Caddi running end-to-end against Black Diamond, iManage, and the rest of your stack.