AI-native automation

Connect iManage and MailChimp 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…
iManageProductivity
Caddi can…
MailChimpProductivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use iManage and MailChimp together

  • 01

    Add subscriber in MailChimp when new document in iManage.

    Caddi watches iManage for new document and add subscriber in MailChimp — no copy-paste, no missed records.

  • 02

    Upload document in iManage when new subscriber in MailChimp.

    Caddi watches MailChimp for new subscriber and upload document in iManage so the two systems stay in lockstep.

  • 03

    Update subscriber in MailChimp from iManage events.

    When document updated happens in iManage, Caddi update subscriber in MailChimp 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 iManage and MailChimp

  • 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

    Upload document

    Add a document to an iManage workspace with profile data.

  • iManage

    Search documents

    Find documents by metadata, content, or author.

  • iManage

    Move document

    Move a document between folders or workspaces.

  • iManage

    Copy document

    Duplicate a document to a new folder.

  • MailChimp

    New subscriber

    Triggers when someone subscribes to an audience.

  • MailChimp

    Campaign sent

    Triggers when a campaign is sent to its audience.

  • MailChimp

    Unsubscribe

    Triggers when a subscriber opts out.

  • MailChimp

    Add subscriber

    Add a new subscriber to an audience with merge fields and tags.

  • MailChimp

    Update subscriber

    Modify a subscriber's merge fields or tags.

  • MailChimp

    Send campaign

    Trigger an existing campaign to send.

Common questions

How does Caddi connect iManage and MailChimp?

iManage and MailChimp 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 iManage and MailChimp 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 iManage and MailChimp to other tools too?

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

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