AI-native automation

Automate work acrossiManage and Typeformby AI screensharing.

Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.

iManageProductivity
TypeformProductivity

See it on your stack

See Caddi run iManage and Typeform together.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

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.
  • 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

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.

Practical ways to use iManage and Typeform together

  • 01

    Create response in Typeform when new document in iManage.

    Caddi watches iManage for new document and create response in Typeform — no copy-paste, no missed records.

  • 02

    Upload document in iManage when new form response in Typeform.

    Caddi watches Typeform for new form response and upload document in iManage so the two systems stay in lockstep.

  • 03

    Create response in Typeform from iManage events.

    When document updated happens in iManage, Caddi create response in Typeform with the right context attached.

Actions Caddi can take across iManage and Typeform

  • 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.

  • Typeform

    New form response

    Triggers when a respondent submits a Typeform.

  • Typeform

    Create response

    Submit a programmatic response to a Typeform.

Common questions

How does Caddi connect iManage and Typeform?

iManage and Typeform 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 Typeform 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 Typeform to other tools too?

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

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