AI-native automation

Connect Google Docs and Litify with AI

Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.

  • 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

Caddi can…
Google DocsProductivity
Caddi can…
LitifyLegal
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Google Docs and Litify together

  • 01

    Create matter in Litify when new document in Google Docs.

    Caddi watches Google Docs for new document and create matter in Litify — no copy-paste, no missed records.

  • 02

    Create document in Google Docs when new matter in Litify.

    Caddi watches Litify for new matter and create document in Google Docs so the two systems stay in lockstep.

  • 03

    Create intake in Litify from Google Docs events.

    When document updated happens in Google Docs, Caddi create intake in Litify with the right context attached.

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

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

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

Actions Caddi can take across Google Docs and Litify

  • Google Docs

    New document

    Triggers when a new doc is created in a folder.

  • Google Docs

    Document updated

    Triggers when an existing doc is edited.

  • Google Docs

    Create document

    Create a new Google Doc with a title and starter content.

  • Google Docs

    Append text

    Append text to the end of an existing doc.

  • Google Docs

    Replace text

    Find-and-replace all occurrences of a string in a doc.

  • Google Docs

    Create from template

    Generate a doc from a template with merge fields.

  • 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 Google Docs and Litify?

Google Docs and Litify 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 Google Docs and Litify 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 Google Docs and Litify to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Google Docs + 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 the screenshare. The Caddi team reviews every loop before it runs in production.

Ready to automate Google Docs and Litify?

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