Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossHarvey and WooCommercewith Caddi AI Agents.

Connect Harvey and WooCommerce: Update order in WooCommerce 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.

Free for one user.
HarveyLegal
WooCommerceProductivity

Discover, automate and govern the work between Harvey and WooCommerce

Caddi AI Agents find the repetitive handoffs between Harvey and WooCommerce, 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 the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 WooCommerce together

In a law firm the work between Harvey and WooCommerce 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

    Update order in WooCommerce when document ready in Harvey.

    Caddi watches Harvey for document ready and update order in WooCommerce. No copy-paste, no missed records.

  • 02

    Redline document in Harvey when new order in WooCommerce.

    Caddi watches WooCommerce for new order and redline document in Harvey so the two systems stay in lockstep.

  • 03

    Create coupon in WooCommerce from Harvey events.

    When review requested happens in Harvey, Caddi create coupon in WooCommerce with the right context attached.

Actions Caddi can take across Harvey and WooCommerce

  • 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.

  • WooCommerce

    New order

    Triggers when an order is placed.

  • WooCommerce

    Order refunded

    Triggers when an order is refunded.

  • WooCommerce

    New customer

    Triggers when a customer account is created.

  • WooCommerce

    Update order

    Change status or add a note to an order.

  • WooCommerce

    Create coupon

    Issue a discount code.

  • WooCommerce

    Fetch orders

    Pull orders for a date range.

Common questions

How does Caddi connect Harvey and WooCommerce?

Harvey and WooCommerce 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 WooCommerce 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 WooCommerce to other tools too?

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

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