AI-native automation
Automate work across
Clio and 
Dropbox Signby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
See it on your stack
See Caddi run Clio and Dropbox Sign together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Clio and Dropbox Sign together
- 01
Send signature request in Dropbox Sign when new matter in Clio.
Caddi watches Clio for new matter and send signature request in Dropbox Sign — no copy-paste, no missed records.
- 02
Create matter in Clio when signature request completed in Dropbox Sign.
Caddi watches Dropbox Sign for signature request completed and create matter in Clio so the two systems stay in lockstep.
- 03
Use template in Dropbox Sign from Clio events.
When new contact happens in Clio, Caddi use template in Dropbox Sign with the right context attached.
Actions Caddi can take across Clio and Dropbox Sign
- Clio
New matter
Triggers when a new matter is opened in Clio.
- Clio
New contact
Triggers when a new contact is created.
- Clio
Time entry posted
Triggers when a new time entry is recorded.
- Clio
Communication added
Triggers when a call, email, or meeting is logged.
- Clio
Create matter
Open a new Clio matter with client, billing, and intake fields.
- Clio
Create contact
Add a person or company contact to Clio.
- Clio
Create note
Log a timestamped note against a matter.
- Clio
Create time entry
Record time against a matter with rate and activity code.
- Clio
Upload document
Attach a document to a matter with metadata.
- Dropbox Sign
Signature request completed
Triggers when all signers complete a request.
- Dropbox Sign
Signature request sent
Triggers when a request is sent for signature.
- Dropbox Sign
Signer declined
Triggers when a signer declines a request.
- Dropbox Sign
Send signature request
Send a document or template for e-signature.
- Dropbox Sign
Use template
Send a request built from a reusable template.
- Dropbox Sign
Download signed PDF
Pull the executed PDF and audit trail.
- Dropbox Sign
Send reminder
Nudge signers who haven't completed.
Common questions
How does Caddi connect Clio and Dropbox Sign?
Clio and Dropbox Sign 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 Clio and Dropbox Sign 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Clio and Dropbox Sign to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Clio + Dropbox Sign 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 Clio and Dropbox Sign?
Drop your work email and we'll show you Caddi running end-to-end against Clio, Dropbox Sign, and the rest of your stack.