AI-native automation
Automate work across
Filevine and 
GitLabwith Caddi AI Agents.
Connect Filevine and GitLab: Create issue in GitLab when new project in Filevine. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Filevine and GitLab
Caddi AI Agents find the repetitive handoffs between Filevine and GitLab, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Filevine and GitLab together
In a law firm the work between Filevine and GitLab 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 issue in GitLab when new project in Filevine.
Caddi watches Filevine for new project and create issue in GitLab. No copy-paste, no missed records.
- 02
Create project in Filevine when new issue in GitLab.
Caddi watches GitLab for new issue and create project in Filevine so the two systems stay in lockstep.
- 03
Comment in GitLab from Filevine events.
When phase changed happens in Filevine, Caddi comment in GitLab with the right context attached.
Actions Caddi can take across Filevine and GitLab
- 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.
- GitLab
New issue
Triggers when an issue is opened in a project.
- GitLab
Merge request merged
Triggers when a merge request is merged.
- GitLab
Pipeline finished
Triggers when a CI pipeline succeeds or fails.
- GitLab
Create issue
Open an issue with labels and assignee.
- GitLab
Comment
Add a note to an issue or merge request.
- GitLab
Update issue
Change labels, milestone or state.
Common questions
How does Caddi connect Filevine and GitLab?
Filevine and GitLab 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 Filevine and GitLab 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 Filevine and GitLab to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Filevine + GitLab 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 Filevine and GitLab 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 Filevine and GitLab?
Drop your work email and we'll show you Caddi running end-to-end against Filevine, GitLab, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.