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AI-native automation

Automate work acrossLitera and TradePMRwith Caddi AI Agents.

Automate anything you do across Litera, TradePMR, 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 Litera and TradePMR

  1. Connect Litera to Caddi

    Allow

    1Sign in to Litera

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

  2. Connect TradePMR to Caddi

    Allow

    2Sign in to TradePMR

    The same click again. Both tools are connected.

  3. When something new comes in to Litera, update TradePMR.

    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.

  • 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 Litera and TradePMR together

  • 01

    Keep Litera and TradePMR in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.

Actions Caddi can take across Litera and TradePMR

Caddi can still automate Litera and TradePMR; we just haven't catalogued every action here yet. Ask us about your specific workflow.

Common questions

How does Caddi connect Litera and TradePMR?

Litera and TradePMR 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 Litera and TradePMR 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 Litera and TradePMR to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Litera + TradePMR 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 Litera and TradePMR?

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