AI-native automation
Automate work across
CASEpeer and 
Jotformwith Caddi AI Agents.
Connect CASEpeer and Jotform: Fetch submission in Jotform when new case in CASEpeer. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between CASEpeer and Jotform
Caddi AI Agents find the repetitive handoffs between CASEpeer and Jotform, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 CASEpeer and Jotform together
In a law firm the work between CASEpeer and Jotform is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.
- 01
Fetch submission in Jotform when new case in CASEpeer.
Caddi watches CASEpeer for new case and fetch submission in Jotform. No copy-paste, no missed records.
- 02
Create case in CASEpeer when new submission in Jotform.
Caddi watches Jotform for new submission and create case in CASEpeer so the two systems stay in lockstep.
- 03
Prefill form in Jotform from CASEpeer events.
When case stage changed happens in CASEpeer, Caddi prefill form in Jotform with the right context attached.
Actions Caddi can take across CASEpeer and Jotform
- CASEpeer
New case
Triggers when a new case is created in CasePeer.
- CASEpeer
Case stage changed
Triggers when a case advances to a new stage.
- CASEpeer
New intake
Triggers when a new lead enters the intake pipeline.
- CASEpeer
Create case
Open a new CasePeer case with client, incident, and intake fields.
- CASEpeer
Create contact
Add a contact (client, witness, opposing party) to a case.
- CASEpeer
Add note
Log a timestamped note against a case.
- CASEpeer
Update case stage
Advance a case to the next stage with optional owner change.
- Jotform
New submission
Triggers when a Jotform form is submitted.
- Jotform
File uploaded
Triggers when a submission includes an attachment.
- Jotform
Payment received
Triggers when a payment form is completed.
- Jotform
Fetch submission
Pull the answers and files for a submission.
- Jotform
Prefill form
Send a form link with known fields filled in.
- Jotform
Update submission
Edit fields on an existing submission.
Common questions
How does Caddi connect CASEpeer and Jotform?
CASEpeer and Jotform 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 CASEpeer and Jotform 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 CASEpeer and Jotform to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first CASEpeer + Jotform 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.
Does this work for law firms?
Yes. Caddi runs CASEpeer and Jotform with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.
Ready to automate CASEpeer and Jotform?
Drop your work email and we'll show you Caddi running end-to-end against CASEpeer, Jotform, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.