AI-native automation
Automate work across
Doc and 
Surepointwith Caddi AI Agents.
Automate anything you do across Doc, Surepoint, 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 Doc and Surepoint
- Client memo.docx
1Add your documents
Upload them, or point Caddi at their folder.
Connect Surepoint to Caddi
Allow2Sign in to Surepoint
One click with your own Surepoint login. No API keys.
Create matter in Surepoint when new doc shared in Doc.
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 Doc and Surepoint together
In a law firm the work between Doc and Surepoint 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 matter in Surepoint when new doc shared in Doc.
Caddi watches Doc for new doc shared and create matter in Surepoint. No copy-paste, no missed records.
- 02
Create document from template in Doc when new time entry in Surepoint.
Caddi watches Surepoint for new time entry and create document from template in Doc so the two systems stay in lockstep.
- 03
Post time entry in Surepoint from Doc events.
When doc updated happens in Doc, Caddi post time entry in Surepoint with the right context attached.
Actions Caddi can take across Doc and Surepoint
- 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.
- Surepoint
New time entry
Triggers when a timekeeper posts time against a matter.
- Surepoint
Invoice generated
Triggers when an invoice is finalized.
- Surepoint
Create matter
Open a new SurePoint matter with client and billing details.
- Surepoint
Post time entry
Record time against a matter and activity code.
- Surepoint
Generate invoice
Bill one or more matters in a single statement.
Common questions
How does Caddi connect Doc and Surepoint?
Doc and Surepoint 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 Doc and Surepoint 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 Doc and Surepoint to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Doc + Surepoint 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 Doc and Surepoint 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 Doc and Surepoint?
Drop your work email and we'll show you Caddi running end-to-end against Doc, Surepoint, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.