AI-native automation
Automate work across
iManage and 
Morningstar AdviserLogicwith Caddi AI Agents.
Automate anything you do across iManage, Morningstar AdviserLogic, 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 Morningstar AdviserLogic
Connect iManage to Caddi
Allow1Sign in to iManage
One click with your own iManage login. No API keys.
Connect Morningstar AdviserLogic to Caddi
Allow2Sign in to Morningstar AdviserLogic
The same click again. Both tools are connected.
Create client in Morningstar AdviserLogic 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 Morningstar AdviserLogic together
- 01
Create client in Morningstar AdviserLogic when new document in iManage.
Caddi watches iManage for new document and create client in Morningstar AdviserLogic. No copy-paste, no missed records.
- 02
Upload document in iManage when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and upload document in iManage so the two systems stay in lockstep.
- 03
Generate Statement of Advice in Morningstar AdviserLogic from iManage events.
When document updated happens in iManage, Caddi generate statement of advice in Morningstar AdviserLogic with the right context attached.
Actions Caddi can take across iManage and Morningstar AdviserLogic
- 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.
- Morningstar AdviserLogic
New client record
Triggers when a new client is added in AdviserLogic.
- Morningstar AdviserLogic
SOA approved
Triggers when a Statement of Advice is finalized.
- Morningstar AdviserLogic
Create client
Open a new AdviserLogic client with full profile and KYC data.
- Morningstar AdviserLogic
Generate Statement of Advice
Produce an SOA from a template with merged client data.
- Morningstar AdviserLogic
Update review schedule
Push the next review date into the client's calendar.
Common questions
How does Caddi connect iManage and Morningstar AdviserLogic?
iManage and Morningstar AdviserLogic 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 Morningstar AdviserLogic 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 Morningstar AdviserLogic to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first iManage + Morningstar AdviserLogic 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 Morningstar AdviserLogic?
Drop your work email and we'll show you Caddi running end-to-end against iManage, Morningstar AdviserLogic, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.