AI-native automation

Automate work acrossDoc and Everlawby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

DocDocument format
EverlawLegal
Any action in this tool.

See it on your stack

See Caddi run Doc and Everlaw together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.
  • 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

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Doc and Everlaw together

  • 01

    Keep Doc and Everlaw in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.

Actions Caddi can take across Doc and Everlaw

  • Doc

    New doc shared

    Triggers when a new document is shared with you or your team.

  • Doc

    Doc updated

    Triggers when an existing document is edited or commented on.

  • Doc

    Doc completed

    Triggers when a document is marked final or moved out of a draft state.

  • Doc

    Create document from template

    Generate a document from a template with merged fields.

  • Doc

    Insert content

    Append, prepend, or insert text into a document.

  • Doc

    Replace text

    Find-and-replace placeholder values in a document.

  • Doc

    Convert to PDF

    Convert a Word, Doc, or text file into a finalized PDF.

  • Doc

    Share with collaborators

    Grant view, comment, or edit access to a document.

Common questions

How does Caddi connect Doc and Everlaw?

Doc and Everlaw 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 Doc and Everlaw 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 Doc and Everlaw to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Doc + Everlaw 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 Doc and Everlaw?

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