AI-native automation

Connect Dropbox and Relativity with AI

Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.

  • 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

Caddi can…
DropboxProductivity
Caddi can…
RelativityLegal
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Dropbox and Relativity together

  • 01

    Create workspace in Relativity when new file in folder in Dropbox.

    Caddi watches Dropbox for new file in folder and create workspace in Relativity — no copy-paste, no missed records.

  • 02

    Upload file in Dropbox when new matter in Relativity.

    Caddi watches Relativity for new matter and upload file in Dropbox so the two systems stay in lockstep.

  • 03

    Upload documents in Relativity from Dropbox events.

    When new shared link happens in Dropbox, Caddi upload documents in Relativity with the right context attached.

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

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.

Actions Caddi can take across Dropbox and Relativity

  • Dropbox

    New file in folder

    Triggers when a file is added to a watched folder.

  • Dropbox

    New shared link

    Triggers when a new shared link is generated.

  • Dropbox

    Upload file

    Add a file to a Dropbox folder.

  • Dropbox

    Create folder

    Create a new folder under a parent.

  • Dropbox

    Create shared link

    Generate a shareable link for a file or folder.

  • Dropbox

    Move file

    Move a file between folders.

  • Relativity

    New matter

    Triggers when a new matter or case is created.

  • Relativity

    Document promoted

    Triggers when a reviewed document is promoted or marked responsive.

  • Relativity

    Coding updated

    Triggers when coding decisions change on a document.

  • Relativity

    New production

    Triggers when a production set is generated.

  • Relativity

    Create workspace

    Stand up a new review workspace from the firm's template.

  • Relativity

    Upload documents

    Load documents into a workspace with metadata and folder placement.

  • Relativity

    Label documents

    Apply tags, folders, or coding fields to a set of documents.

  • Relativity

    Sync coding fields

    Write coding decisions and production status back to the system of record.

  • Relativity

    Search documents

    Find documents by metadata, coding, or content.

Common questions

How does Caddi connect Dropbox and Relativity?

Dropbox and Relativity 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 Dropbox and Relativity 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 Dropbox and Relativity to other tools too?

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

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