AI-native automation
Automate work across
Litify and 
MoneyGuideProwith Caddi AI Agents.
Automate anything you do across Litify, MoneyGuidePro, 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 MoneyGuidePro
Connect Litify to Caddi
Allow1Sign in to Litify
One click with your own Litify login. No API keys.
Connect MoneyGuidePro to Caddi
Allow2Sign in to MoneyGuidePro
The same click again. Both tools are connected.
Create client in MoneyGuidePro when new matter in Litify.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
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 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.
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. 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 MoneyGuidePro 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 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 that first walkthrough. 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.
Or skip the demo: sign up free and build it yourself.