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AI-native automation

Automate work acrossCASEpeer and Linearwith Caddi AI Agents.

Connect CASEpeer and Linear: Create issue in Linear 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.

Free for one user.
CASEpeerLegal
LinearProductivity

Discover, automate and govern the work between CASEpeer and Linear

Caddi AI Agents find the repetitive handoffs between CASEpeer and Linear, 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 the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Linear together

In a law firm the work between CASEpeer and Linear 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

    Create issue in Linear when new case in CASEpeer.

    Caddi watches CASEpeer for new case and create issue in Linear. No copy-paste, no missed records.

  • 02

    Create case in CASEpeer when new issue in Linear.

    Caddi watches Linear for new issue and create case in CASEpeer so the two systems stay in lockstep.

  • 03

    Update issue in Linear from CASEpeer events.

    When case stage changed happens in CASEpeer, Caddi update issue in Linear with the right context attached.

Actions Caddi can take across CASEpeer and Linear

  • 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.

  • Linear

    New issue

    Triggers when an issue is created in a team.

  • Linear

    Issue completed

    Triggers when an issue moves to done.

  • Linear

    Comment added

    Triggers when someone comments on an issue.

  • Linear

    Create issue

    Open an issue with team, priority and assignee.

  • Linear

    Update issue

    Change state, priority or assignee.

  • Linear

    Add comment

    Post a comment on an issue.

Common questions

How does Caddi connect CASEpeer and Linear?

CASEpeer and Linear 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 Linear 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 Linear to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first CASEpeer + Linear 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 Linear 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 Linear?

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