AI-native automation
Automate work across
HolistiPlan and 
Litifywith Caddi AI Agents.
Automate anything you do across HolistiPlan, Litify, 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 HolistiPlan and Litify
Connect HolistiPlan to Caddi
Allow1Sign in to HolistiPlan
One click with your own HolistiPlan login. No API keys.
Connect Litify to Caddi
Allow2Sign in to Litify
The same click again. Both tools are connected.
When something new comes in to HolistiPlan, update Litify.
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 HolistiPlan and Litify together
- 01
Keep HolistiPlan and Litify in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across HolistiPlan and Litify
- 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 HolistiPlan and Litify?
HolistiPlan 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 HolistiPlan 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 HolistiPlan and Litify to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first HolistiPlan + 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 HolistiPlan and Litify?
Drop your work email and we'll show you Caddi running end-to-end against HolistiPlan, Litify, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.