AI-native automation
Automate work across
Expensify and 
Relativitywith Caddi AI Agents.
Automate anything you do across Expensify, Relativity, 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 Expensify and Relativity
Connect Expensify to Caddi
Allow1Sign in to Expensify
One click with your own Expensify login. No API keys.
Connect Relativity to Caddi
Allow2Sign in to Relativity
The same click again. Both tools are connected.
Create workspace in Relativity when new expense report in Expensify.
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 Expensify and Relativity together
In a law firm the work between Expensify and Relativity 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 workspace in Relativity when new expense report in Expensify.
Caddi watches Expensify for new expense report and create workspace in Relativity. No copy-paste, no missed records.
- 02
Create expense in Expensify when new matter in Relativity.
Caddi watches Relativity for new matter and create expense in Expensify so the two systems stay in lockstep.
- 03
Upload documents in Relativity from Expensify events.
When report approved happens in Expensify, Caddi upload documents in Relativity with the right context attached.
Actions Caddi can take across Expensify and Relativity
- Expensify
New expense report
Triggers when an expense report is submitted.
- Expensify
Report approved
Triggers when a report is approved for reimbursement.
- Expensify
Create expense
Add an expense with amount, category, and receipt.
- Expensify
Create report
Open a new expense report for an employee.
- Expensify
Submit report
Submit an expense report for approval.
- 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 Expensify and Relativity?
Expensify and Relativity 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 Expensify and Relativity 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 Expensify and Relativity to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Expensify + 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 that first walkthrough. The Caddi team reviews every loop before it runs in production.
Does this work for law firms?
Yes. Caddi runs Expensify and Relativity 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 Expensify and Relativity?
Drop your work email and we'll show you Caddi running end-to-end against Expensify, Relativity, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.