Meet Caddi in personILTACONAug 23–27Booth 159Future ProofSep 14–17Booth 248 · Zone 1

AI-native automation

Automate work acrossLitify and MailChimpby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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Help me automate CRM → audience sync in Litify and MailChimp. Caddi builds the loop and runs it.

LitifyLegal
MailChimpProductivity

See it on your stack

See Caddi run Litify and MailChimp together.

  • 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.
  • 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 · 70+ tools across legal, finance, and operations

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You teach it the job once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Practical ways to use Litify and MailChimp together

  • 01

    Add subscriber in MailChimp when new matter in Litify.

    Caddi watches Litify for new matter and add subscriber in MailChimp — no copy-paste, no missed records.

  • 02

    Create matter in Litify when new subscriber in MailChimp.

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

  • 03

    Update subscriber in MailChimp from Litify events.

    When intake submitted happens in Litify, Caddi update subscriber in MailChimp with the right context attached.

Actions Caddi can take across Litify and MailChimp

  • 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.

  • MailChimp

    New subscriber

    Triggers when someone subscribes to an audience.

  • MailChimp

    Campaign sent

    Triggers when a campaign is sent to its audience.

  • MailChimp

    Unsubscribe

    Triggers when a subscriber opts out.

  • MailChimp

    Add subscriber

    Add a new subscriber to an audience with merge fields and tags.

  • MailChimp

    Update subscriber

    Modify a subscriber's merge fields or tags.

  • MailChimp

    Send campaign

    Trigger an existing campaign to send.

Common questions

How does Caddi connect Litify and MailChimp?

Litify and MailChimp 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 Litify and MailChimp 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 Litify and MailChimp to other tools too?

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

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