AI-native automation
Connect Litify and MoneyGuidePro with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Litify and MoneyGuidePro together
- 01
Create client in MoneyGuidePro when new matter in Litify.
Caddi watches Litify for new matter and create client in MoneyGuidePro — no copy-paste, no missed records.
- 02
Create matter in Litify when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create matter in Litify so the two systems stay in lockstep.
- 03
Update goals in MoneyGuidePro from Litify events.
When intake submitted happens in Litify, Caddi update goals in MoneyGuidePro with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Litify and MoneyGuidePro
- 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.
- MoneyGuidePro
New client added
Triggers when a new household is added to MoneyGuidePro.
- MoneyGuidePro
Plan updated
Triggers when a plan's inputs or scenarios change.
- MoneyGuidePro
Create client
Open a new MoneyGuidePro client with household details.
- MoneyGuidePro
Update goals
Push new retirement, education, or insurance goals into a plan.
- MoneyGuidePro
Generate plan PDF
Render the latest plan as a client-ready PDF.
Common questions
How does Caddi connect Litify and MoneyGuidePro?
Litify and MoneyGuidePro just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Litify and MoneyGuidePro end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Litify and MoneyGuidePro to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Litify + MoneyGuidePro 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Litify and MoneyGuidePro?
Drop your work email and we'll show you Caddi running end-to-end against Litify, MoneyGuidePro, and the rest of your stack.