AI-native automation
Automate work across
Harvey and 
Orionwith Caddi AI Agents.
Connect Harvey and Orion: Update household in Orion when document ready in Harvey. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between Harvey and Orion
Caddi AI Agents find the repetitive handoffs between Harvey and Orion, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
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 Harvey and Orion together
- 01
Update household in Orion when document ready in Harvey.
Caddi watches Harvey for document ready and update household in Orion. No copy-paste, no missed records.
- 02
Redline document in Harvey when account opened in Orion.
Caddi watches Orion for account opened and redline document in Harvey so the two systems stay in lockstep.
- 03
Generate report in Orion from Harvey events.
When review requested happens in Harvey, Caddi generate report in Orion with the right context attached.
Actions Caddi can take across Harvey and Orion
- Harvey
Document ready
Triggers when a document is queued for Harvey to process.
- Harvey
Review requested
Triggers when a redline or review is requested on a draft.
- Harvey
Analysis complete
Triggers when Harvey finishes a summary, redline, or extraction.
- Harvey
Redline document
Send a draft to Harvey for AI redlining and markup.
- Harvey
Summarize document
Generate a summary of a document or document set.
- Harvey
Extract clauses
Pull key clauses, terms, or issues from a document.
- Harvey
Answer question
Run a research or document question against Harvey.
- Orion
Account opened
Triggers when a new account is added in Orion.
- Orion
Report generated
Triggers when a client report is produced.
- Orion
Billing run complete
Triggers when a billing cycle finishes.
- Orion
Update household
Write household and account details to Orion.
- Orion
Generate report
Run a client report for a household.
- Orion
Fetch positions
Pull holdings and performance for accounts.
Common questions
How does Caddi connect Harvey and Orion?
Harvey and Orion 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 Harvey and Orion 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 Harvey and Orion to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Harvey + Orion 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 Harvey and Orion?
Drop your work email and we'll show you Caddi running end-to-end against Harvey, Orion, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.