AI-native automation
Automate work across
Filevine and 
Jiraby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate email-to-Jira in Filevine and Jira. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Filevine and Jira together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Filevine and Jira together
- 01
Create issue in Jira when new project in Filevine.
Caddi watches Filevine for new project and create issue in Jira — no copy-paste, no missed records.
- 02
Create project in Filevine when new issue in Jira.
Caddi watches Jira for new issue and create project in Filevine so the two systems stay in lockstep.
- 03
Update issue in Jira from Filevine events.
When phase changed happens in Filevine, Caddi update issue in Jira with the right context attached.
Actions Caddi can take across Filevine and Jira
- 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.
- Jira
New issue
Triggers when a new issue is created.
- Jira
Issue updated
Triggers when an issue is modified.
- Jira
Issue transitioned
Triggers when an issue moves to a new status.
- Jira
Create issue
Add a new Jira issue with assignee, priority, and labels.
- Jira
Update issue
Modify fields on an existing issue.
- Jira
Add comment
Post a comment on an issue.
- Jira
Transition issue
Move an issue to a different workflow status.
Common questions
How does Caddi connect Filevine and Jira?
Filevine and Jira 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 Jira 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 Jira to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Filevine + Jira 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.
Ready to automate Filevine and Jira?
Drop your work email and we'll show you Caddi running end-to-end against Filevine, Jira, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.