Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossLinear and Litifywith Caddi AI Agents.

Connect Linear and Litify: Create matter in Litify when new issue in Linear. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
LinearProductivity
LitifyLegal

Discover, automate and govern the work between Linear and Litify

Caddi AI Agents find the repetitive handoffs between Linear and Litify, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Linear and Litify together

In a law firm the work between Linear and Litify is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Create matter in Litify when new issue in Linear.

    Caddi watches Linear for new issue and create matter in Litify. No copy-paste, no missed records.

  • 02

    Create issue in Linear when new matter in Litify.

    Caddi watches Litify for new matter and create issue in Linear so the two systems stay in lockstep.

  • 03

    Create intake in Litify from Linear events.

    When issue completed happens in Linear, Caddi create intake in Litify with the right context attached.

Actions Caddi can take across Linear and Litify

  • Linear

    New issue

    Triggers when an issue is created in a team.

  • Linear

    Issue completed

    Triggers when an issue moves to done.

  • Linear

    Comment added

    Triggers when someone comments on an issue.

  • Linear

    Create issue

    Open an issue with team, priority and assignee.

  • Linear

    Update issue

    Change state, priority or assignee.

  • Linear

    Add comment

    Post a comment on an issue.

  • Litify

    New matter

    Triggers when a new matter is opened in Litify.

  • Litify

    Intake submitted

    Triggers when a new intake clears Salesforce validation.

  • Litify

    Matter status changed

    Triggers when a matter changes status or stage.

  • Litify

    Create matter

    Open a new Litify matter with client and intake data.

  • Litify

    Create intake

    Push a new intake record into Litify for triage.

  • Litify

    Create task

    Schedule a task against a matter and team member.

  • Litify

    Upload document

    Attach a document to a matter with metadata.

Common questions

How does Caddi connect Linear and Litify?

Linear and Litify 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 Linear and Litify 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 Linear and Litify to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Linear + Litify 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 law firms?

Yes. Caddi runs Linear and Litify with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Ready to automate Linear and Litify?

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