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AI-native automation

Automate work acrossLaserfiche and Oracle EDMwith Caddi AI Agents.

Automate anything you do across Laserfiche, Oracle EDM, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Laserfiche and Oracle EDM

  1. Connect Laserfiche to Caddi

    Allow

    1Sign in to Laserfiche

    One click with your own Laserfiche login. No API keys.

  2. Connect Oracle EDM to Caddi

    Allow

    2Sign in to Oracle EDM

    The same click again. Both tools are connected.

  3. Create request in Oracle EDM when get folder children in Laserfiche.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

On average, Caddi discovers of repetitive work per customer.
  • Brighton Jones
  • Am Law 100
  • Barron's Top 10 RIA
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors
Our customers →
What is Caddi

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

Top 3 Use Cases

Practical ways to use Laserfiche and Oracle EDM together

At an RIA the work between Laserfiche and Oracle EDM is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.

  • 01

    Create request in Oracle EDM when get folder children in Laserfiche.

    Caddi watches Laserfiche for get folder children and create request in Oracle EDM. No copy-paste, no missed records.

  • 02

    Upload document in Laserfiche when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and upload document in Laserfiche so the two systems stay in lockstep.

  • 03

    Fetch hierarchy in Oracle EDM from Laserfiche events.

    When get folder id happens in Laserfiche, Caddi fetch hierarchy in Oracle EDM with the right context attached.

Actions

Actions Caddi can take across Laserfiche and Oracle EDM

  • Laserfiche

    Get folder children

    Lists all documents and subfolders within a folder with pagination support and metadata retrieval.

  • Laserfiche

    Get folder ID

    Resolves folder paths to IDs and retrieves folder metadata including permissions and attributes Use the returned folder_id with UploadDocument to place files in specific locations.

  • Laserfiche

    Get repository ID

    Discovers available Laserfiche repositories with their IDs, names, and access URLs Use the returned repository_id with other Laserfiche activities.

  • Laserfiche

    List o data tables

    Discovers all available Laserfiche lookup tables with their names and URLs Use the returned table names with QueryODataEntity to query specific tables.

  • Laserfiche

    Query o data entity

    Searches Laserfiche lookup tables with support for complex OData filtering and returns structured entity data Use the returned entities with other Laserfiche activities for metadata assignment.

  • Laserfiche

    Upload document

    Downloads documents from S3 and uploads them to Laserfiche with automatic metadata preservation and folder assignment.

  • Oracle EDM

    Request submitted

    Triggers when a change request is submitted.

  • Oracle EDM

    Request approved

    Triggers when a request is approved and committed.

  • Oracle EDM

    Node changed

    Triggers when a hierarchy node is added or moved.

  • Oracle EDM

    Create request

    Open a change request for accounts or entities.

  • Oracle EDM

    Fetch hierarchy

    Export a hierarchy or node set.

  • Oracle EDM

    Compare viewpoints

    Check two viewpoints for differences.

FAQ

Common questions

How does Caddi connect Laserfiche and Oracle EDM?

Laserfiche and Oracle EDM 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 Laserfiche and Oracle EDM 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 Laserfiche and Oracle EDM to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Laserfiche + Oracle EDM 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.

Does this work for RIAs and financial advisors?

Yes. Caddi runs Laserfiche and Oracle EDM with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.

Explore more

Keep digging

See it on your stack

Ready to automate Laserfiche and Oracle EDM?

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