AI-native automation
Automate work across
Docusign and 
Litifywith Caddi AI Agents.
Automate anything you do across Docusign, Litify, 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 Docusign and Litify
Connect Docusign to Caddi
Allow1Sign in to Docusign
One click with your own Docusign login. No API keys.
Connect Litify to Caddi
Allow2Sign in to Litify
The same click again. Both tools are connected.
Create matter in Litify when envelope completed in Docusign.
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 Docusign and Litify together
In a law firm the work between Docusign and Litify 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 Litify when envelope completed in Docusign.
Caddi watches Docusign for envelope completed and create matter in Litify. No copy-paste, no missed records.
- 02
Send envelope from template in Docusign when new matter in Litify.
Caddi watches Litify for new matter and send envelope from template in Docusign so the two systems stay in lockstep.
- 03
Create intake in Litify from Docusign events.
When envelope sent happens in Docusign, Caddi create intake in Litify with the right context attached.
Actions Caddi can take across Docusign and Litify
- Docusign
Envelope completed
Triggers when all signers complete an envelope.
- Docusign
Envelope sent
Triggers when an envelope is sent for signature.
- Docusign
Recipient signed
Triggers when a single recipient completes signing.
- Docusign
Envelope declined
Triggers when a recipient declines an envelope.
- Docusign
Send envelope from template
Send a pre-built template out for signature with merged fields.
- Docusign
Send envelope from document
Send an arbitrary document out for signature.
- Docusign
Void envelope
Cancel an in-flight envelope with a reason.
- Docusign
Download signed PDF
Pull the executed PDF and certificate from a completed envelope.
- Docusign
Move envelope
Move a completed envelope to a specified folder.
- Litify
New matter
Triggers when a new matter is opened in Litify.
- Litify
Intake submitted
Triggers when a new intake clears Salesforce validation.
- Litify
Matter status changed
Triggers when a matter changes status or stage.
- Litify
Create matter
Open a new Litify matter with client and intake data.
- Litify
Create intake
Push a new intake record into Litify for triage.
- Litify
Create task
Schedule a task against a matter and team member.
- Litify
Upload document
Attach a document to a matter with metadata.
Common questions
How does Caddi connect Docusign and Litify?
Docusign and Litify 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 Docusign and Litify 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 Docusign and Litify to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Docusign + Litify 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 Docusign and Litify 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 Docusign and Litify?
Drop your work email and we'll show you Caddi running end-to-end against Docusign, Litify, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.