AI-native automation
Automate work across
CASEpeer and 
Orionwith Caddi AI Agents.
Automate anything you do across CASEpeer, Orion, 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 CASEpeer and Orion
Connect CASEpeer to Caddi
Allow1Sign in to CASEpeer
One click with your own CASEpeer login. No API keys.
Connect Orion to Caddi
Allow2Sign in to Orion
The same click again. Both tools are connected.
Update household in Orion when new case in CASEpeer.
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 CASEpeer and Orion together
- 01
Update household in Orion when new case in CASEpeer.
Caddi watches CASEpeer for new case and update household in Orion. No copy-paste, no missed records.
- 02
Create case in CASEpeer when account opened in Orion.
Caddi watches Orion for account opened and create case in CASEpeer so the two systems stay in lockstep.
- 03
Generate report in Orion from CASEpeer events.
When case stage changed happens in CASEpeer, Caddi generate report in Orion with the right context attached.
Actions Caddi can take across CASEpeer and Orion
- 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.
- Orion
Account opened
Triggers when a new account is added in Orion.
- Orion
Report generated
Triggers when a client report is produced.
- Orion
Billing run complete
Triggers when a billing cycle finishes.
- Orion
Update household
Write household and account details to Orion.
- Orion
Generate report
Run a client report for a household.
- Orion
Fetch positions
Pull holdings and performance for accounts.
Common questions
How does Caddi connect CASEpeer and Orion?
CASEpeer and Orion 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 Orion 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 Orion to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first CASEpeer + Orion 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 CASEpeer and Orion?
Drop your work email and we'll show you Caddi running end-to-end against CASEpeer, Orion, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.