AI-native automation
Automate work across
iManage and 
Jumpwith Caddi AI Agents.
Automate anything you do across iManage, Jump, 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 iManage and Jump
Connect iManage to Caddi
Allow1Sign in to iManage
One click with your own iManage login. No API keys.
Connect Jump to Caddi
Allow2Sign in to Jump
The same click again. Both tools are connected.
Fetch meeting summary in Jump when new document in iManage.
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 iManage and Jump together
- 01
Fetch meeting summary in Jump when new document in iManage.
Caddi watches iManage for new document and fetch meeting summary in Jump. No copy-paste, no missed records.
- 02
Create workspace in iManage when meeting summary ready in Jump.
Caddi watches Jump for meeting summary ready and create workspace in iManage so the two systems stay in lockstep.
- 03
Draft follow-up email in Jump from iManage events.
When document updated happens in iManage, Caddi draft follow-up email in Jump with the right context attached.
Actions Caddi can take across iManage and Jump
- iManage
New document
Triggers when a new document is added to a workspace.
- iManage
Document updated
Triggers when an existing document is checked in.
- iManage
Create workspace
Open a new matter workspace with client and matter set.
- iManage
File email
File an email and its attachments into the right matter folder.
- iManage
Upload document
Add a document to a workspace with its full profile: type, class, client and matter.
- iManage
Update document profile
Change a document's name, type, class, or custom fields.
- iManage
Search documents
Find documents by metadata, content, or author across libraries.
- iManage
Set security
Grant or restrict access to a document, folder, or workspace for users and groups.
- iManage
Check in new version
Check a file back in as a new version of an existing document.
- iManage
Declare record
Declare a document as a record so it can't be edited or deleted.
- Jump
Meeting summary ready
Triggers when Jump finishes a meeting summary.
- Jump
Action item created
Triggers when Jump captures a follow-up task.
- Jump
Client fact captured
Triggers when Jump records a new or changed client detail.
- Jump
Fetch meeting summary
Pull the summary, tasks and data points for a meeting.
- Jump
Draft follow-up email
Draft the client recap from the action items.
- Jump
Sync to CRM
Push notes and facts to the connected CRM record.
Common questions
How does Caddi connect iManage and Jump?
iManage and Jump 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 iManage and Jump 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 iManage and Jump to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first iManage + Jump 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 iManage and Jump?
Drop your work email and we'll show you Caddi running end-to-end against iManage, Jump, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.