AI-native automation
Automate work across
Filevine and 
Microsoft Outlookwith Caddi AI Agents.
Automate anything you do across Filevine, Microsoft Outlook, 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 Filevine and Microsoft Outlook
Connect Filevine to Caddi
Allow1Sign in to Filevine
One click with your own Filevine login. No API keys.
Connect Microsoft Outlook to Caddi
Allow2Sign in to Microsoft Outlook
The same click again. Both tools are connected.
Send email in Microsoft Outlook when new project in Filevine.
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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 Filevine and Microsoft Outlook together
In a law firm the work between Filevine and Microsoft Outlook 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
Send email in Microsoft Outlook when new project in Filevine.
Caddi watches Filevine for new project and send email in Microsoft Outlook. No copy-paste, no missed records.
- 02
Create project in Filevine when new email in Microsoft Outlook.
Caddi watches Microsoft Outlook for new email and create project in Filevine so the two systems stay in lockstep.
- 03
Reply to email in Microsoft Outlook from Filevine events.
When phase changed happens in Filevine, Caddi reply to email in Microsoft Outlook with the right context attached.
Actions Caddi can take across Filevine and Microsoft Outlook
- 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.
- Microsoft Outlook
New email
Triggers when a new email arrives in your inbox.
- Microsoft Outlook
New event
Triggers when a new event is added to your calendar.
- Microsoft Outlook
Flag set on email
Triggers when you flag a message for follow-up.
- Microsoft Outlook
Send email
Send a new email from your Outlook account.
- Microsoft Outlook
Reply to email
Reply to an existing email thread.
- Microsoft Outlook
Forward email
Forward an existing email to one or more recipients.
- Microsoft Outlook
Create event
Add a new calendar event with attendees and reminders.
- Microsoft Outlook
Move message
Move an email between folders.
Common questions
How does Caddi connect Filevine and Microsoft Outlook?
Filevine and Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Filevine + Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook?
Drop your work email and we'll show you Caddi running end-to-end against Filevine, Microsoft Outlook, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.