AI-native automation
Connect iManage and MoneyGuidePro 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
Practical ways to use iManage and MoneyGuidePro together
- 01
Create client in MoneyGuidePro when new document in iManage.
Caddi watches iManage for new document and create client in MoneyGuidePro — no copy-paste, no missed records.
- 02
Upload document in iManage when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and upload document in iManage so the two systems stay in lockstep.
- 03
Update goals in MoneyGuidePro from iManage events.
When document updated happens in iManage, Caddi update goals in MoneyGuidePro with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across iManage and MoneyGuidePro
- 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.
- MoneyGuidePro
New client added
Triggers when a new household is added to MoneyGuidePro.
- MoneyGuidePro
Plan updated
Triggers when a plan's inputs or scenarios change.
- MoneyGuidePro
Create client
Open a new MoneyGuidePro client with household details.
- MoneyGuidePro
Update goals
Push new retirement, education, or insurance goals into a plan.
- MoneyGuidePro
Generate plan PDF
Render the latest plan as a client-ready PDF.
Common questions
How does Caddi connect iManage and MoneyGuidePro?
iManage and MoneyGuidePro 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 MoneyGuidePro 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 MoneyGuidePro to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first iManage + MoneyGuidePro 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 MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against iManage, MoneyGuidePro, and the rest of your stack.