AI-native automation
Automate work across
eFax and 
Filevinewith Caddi AI Agents.
Automate anything you do across eFax, Filevine, 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 eFax and Filevine
Connect eFax to Caddi
Allow1Sign in to eFax
One click with your own eFax login. No API keys.
Connect Filevine to Caddi
Allow2Sign in to Filevine
The same click again. Both tools are connected.
Create project in Filevine when fax received in eFax.
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 eFax and Filevine together
In a law firm the work between eFax and Filevine 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 project in Filevine when fax received in eFax.
Caddi watches eFax for fax received and create project in Filevine. No copy-paste, no missed records.
- 02
Send fax in eFax when new project in Filevine.
Caddi watches Filevine for new project and send fax in eFax so the two systems stay in lockstep.
- 03
Create contact in Filevine from eFax events.
When fax delivered happens in eFax, Caddi create contact in Filevine with the right context attached.
Actions Caddi can take across eFax and Filevine
- eFax
Fax received
Triggers when an inbound fax arrives.
- eFax
Fax delivered
Triggers when an outbound fax is delivered.
- eFax
Fax failed
Triggers when an outbound fax fails to send.
- eFax
Send fax
Send a document to a fax number.
- eFax
Download fax
Fetch the image and details of a received fax.
- eFax
Search faxes
Find sent or received faxes by date or number.
- Filevine
New project
Triggers when a new project (matter) is created.
- Filevine
Phase changed
Triggers when a project advances to a new phase.
- Filevine
New activity
Triggers when a note, task, or call is added.
- Filevine
Document uploaded
Triggers when a document is added to a project.
- Filevine
Create project
Open a new Filevine project with intake, contacts, and section data.
- Filevine
Create contact
Add a contact to a project with role and relationship data.
- Filevine
Upload document
Add a document to a project with optional metadata.
- Filevine
Create task
Schedule a follow-up task against a project or team member.
- Filevine
Add note
Append a timestamped note to a project's activity feed.
Common questions
How does Caddi connect eFax and Filevine?
eFax and Filevine 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 eFax and Filevine 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 eFax and Filevine to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first eFax + Filevine 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 eFax and Filevine 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 eFax and Filevine?
Drop your work email and we'll show you Caddi running end-to-end against eFax, Filevine, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.