AI-native automation
Automate work across
Litify and 
Microsoft Outlookwith Caddi AI Agents.
Automate anything you do across Litify, Microsoft Outlook, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Litify and Microsoft Outlook
Connect Litify to Caddi
Allow1Sign in to Litify
One click with your own Litify login. No API keys.
Connect Microsoft Outlook to Caddi
Allow2Sign in to Microsoft Outlook
The same click again. Both tools are connected.
Turn intake emails into Litify matters.
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Screenshare the job, or type it in chat. Change it any time.
- Running
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4Watch it run
Caddi does the work and flags anything unsure for review.
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 Litify and Microsoft Outlook together
In a law firm the work between Litify and Microsoft Outlook 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
Turn intake emails into Litify matters.
Caddi reads the intake mailbox, pulls the client and case details out of the message, and opens the matching Litify matter with the fields already populated.
- 02
File matter correspondence to the Litify record.
Caddi files client email from Outlook to the right Litify matter, so the correspondence history lives on the matter instead of in one person's mailbox.
- 03
Tell the assigned attorney when a matter moves.
When a Litify matter's status changes, Caddi sends the assigned attorney the update with the context attached, so the handoff does not wait for a status meeting.
Actions Caddi can take across Litify and Microsoft Outlook
- 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.
- Microsoft Outlook
New email
Triggers when a new email arrives in your inbox.
- Microsoft Outlook
New event
Triggers when a new event is added to your calendar.
- Microsoft Outlook
Flag set on email
Triggers when you flag a message for follow-up.
- Microsoft Outlook
Send email
Send a new email from your Outlook account.
- Microsoft Outlook
Reply to email
Reply to an existing email thread.
- Microsoft Outlook
Forward email
Forward an existing email to one or more recipients.
- Microsoft Outlook
Create event
Add a new calendar event with attendees and reminders.
- Microsoft Outlook
Move message
Move an email between folders.
Common questions
How does Caddi connect Litify and Microsoft Outlook?
Litify and Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Litify + Microsoft Outlook 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 Litify and Microsoft Outlook 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 Litify and Microsoft Outlook?
Drop your work email and we'll show you Caddi running end-to-end against Litify, Microsoft Outlook, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.