Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossGmail and Litifyby 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.

Sign up freeFree for 14 days.

Help me automate intake email to matter in Gmail and Litify. Caddi builds the loop and runs it.

GmailProductivity
LitifyLegal

See it on your stack

See Caddi run Gmail and Litify together.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Gmail and Litify together

  • 01

    Create matter in Litify when new email in Gmail.

    Caddi watches Gmail for new email and create matter in Litify — no copy-paste, no missed records.

  • 02

    Send email in Gmail when new matter in Litify.

    Caddi watches Litify for new matter and send email in Gmail so the two systems stay in lockstep.

  • 03

    Create intake in Litify from Gmail events.

    When new email matching search happens in Gmail, Caddi create intake in Litify with the right context attached.

Actions Caddi can take across Gmail and Litify

  • Gmail

    New email

    Triggers when a new email arrives in your inbox.

  • Gmail

    New email matching search

    Triggers on new emails matching a Gmail search query.

  • Gmail

    New label applied

    Triggers when a new label is applied to a message.

  • Gmail

    Send email

    Send a new email from your Gmail account.

  • Gmail

    Reply to email

    Reply to an existing email thread.

  • Gmail

    Send email with attachments

    Send an email with one or more attached files.

  • Gmail

    Apply label

    Add a label to a message or move it between folders.

  • Litify

    New matter

    Triggers when a new matter is opened in Litify.

  • Litify

    Intake submitted

    Triggers when a new intake clears Salesforce validation.

  • Litify

    Matter status changed

    Triggers when a matter changes status or stage.

  • Litify

    Create matter

    Open a new Litify matter with client and intake data.

  • Litify

    Create intake

    Push a new intake record into Litify for triage.

  • Litify

    Create task

    Schedule a task against a matter and team member.

  • Litify

    Upload document

    Attach a document to a matter with metadata.

Common questions

How does Caddi connect Gmail and Litify?

Gmail and Litify 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 Gmail and Litify 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 Gmail and Litify to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Gmail + Litify 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 Gmail and Litify?

Drop your work email and we'll show you Caddi running end-to-end against Gmail, Litify, and the rest of your stack.