AI-native automation
Automate work across
Filevine and 
PandaDocby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Filevine and PandaDoc 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.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — 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 screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Filevine and PandaDoc together
- 01
Keep Filevine and PandaDoc in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
Actions Caddi can take across Filevine and PandaDoc
- 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 Filevine and PandaDoc?
Filevine and PandaDoc just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Filevine and PandaDoc end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Filevine and PandaDoc to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Filevine + PandaDoc 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Filevine and PandaDoc?
Drop your work email and we'll show you Caddi running end-to-end against Filevine, PandaDoc, and the rest of your stack.