- Automations
- Dropbox + Relativity
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

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.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Dropbox and Relativity
DropboxNew file in folder
Triggers when a file is added to a watched folder.
DropboxNew shared link
Triggers when a new shared link is generated.
DropboxUpload file
Add a file to a Dropbox folder.
DropboxCreate folder
Create a new folder under a parent.
DropboxCreate shared link
Generate a shareable link for a file or folder.
DropboxMove 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.




