AI-native automation
Automate work across
Filevine and 
Smartsheetwith Caddi AI Agents.
Automate anything you do across Filevine, Smartsheet, 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 Smartsheet
Connect Filevine to Caddi
Allow1Sign in to Filevine
One click with your own Filevine login. No API keys.
Connect Smartsheet to Caddi
Allow2Sign in to Smartsheet
The same click again. Both tools are connected.
Add row in Smartsheet when new project in Filevine.
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 Filevine and Smartsheet together
In a law firm the work between Filevine and Smartsheet 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
Add row in Smartsheet when new project in Filevine.
Caddi watches Filevine for new project and add row in Smartsheet. No copy-paste, no missed records.
- 02
Create project in Filevine when new row in Smartsheet.
Caddi watches Smartsheet for new row and create project in Filevine so the two systems stay in lockstep.
- 03
Update row in Smartsheet from Filevine events.
When phase changed happens in Filevine, Caddi update row in Smartsheet with the right context attached.
Actions Caddi can take across Filevine and Smartsheet
- 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.
- Smartsheet
New row
Triggers when a new row is added to a sheet.
- Smartsheet
Row updated
Triggers when an existing row is modified.
- Smartsheet
Add row
Append a new row to a sheet with cell values.
- Smartsheet
Update row
Modify cells in an existing row.
- Smartsheet
Find row
Search a sheet by text or column value.
- Smartsheet
Attach file to row
Add a file or URL to a row.
Common questions
How does Caddi connect Filevine and Smartsheet?
Filevine and Smartsheet 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 Smartsheet 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 Smartsheet to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Filevine + Smartsheet 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 Smartsheet 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 Smartsheet?
Drop your work email and we'll show you Caddi running end-to-end against Filevine, Smartsheet, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.