AI-native automation
Automate work across
Litify and 
Morningstar AdviserLogicwith Caddi AI Agents.
Automate anything you do across Litify, Morningstar AdviserLogic, 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 Morningstar AdviserLogic
Connect Litify to Caddi
Allow1Sign in to Litify
One click with your own Litify login. No API keys.
Connect Morningstar AdviserLogic to Caddi
Allow2Sign in to Morningstar AdviserLogic
The same click again. Both tools are connected.
Create client in Morningstar AdviserLogic 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 Morningstar AdviserLogic together
- 01
Create client in Morningstar AdviserLogic when new matter in Litify.
Caddi watches Litify for new matter and create client in Morningstar AdviserLogic. No copy-paste, no missed records.
- 02
Create matter in Litify when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and create matter in Litify so the two systems stay in lockstep.
- 03
Generate Statement of Advice in Morningstar AdviserLogic from Litify events.
When intake submitted happens in Litify, Caddi generate statement of advice in Morningstar AdviserLogic with the right context attached.
Actions Caddi can take across Litify and Morningstar AdviserLogic
- 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.
- Morningstar AdviserLogic
New client record
Triggers when a new client is added in AdviserLogic.
- Morningstar AdviserLogic
SOA approved
Triggers when a Statement of Advice is finalized.
- Morningstar AdviserLogic
Create client
Open a new AdviserLogic client with full profile and KYC data.
- Morningstar AdviserLogic
Generate Statement of Advice
Produce an SOA from a template with merged client data.
- Morningstar AdviserLogic
Update review schedule
Push the next review date into the client's calendar.
Common questions
How does Caddi connect Litify and Morningstar AdviserLogic?
Litify and Morningstar AdviserLogic 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 Morningstar AdviserLogic 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 Morningstar AdviserLogic to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Litify + Morningstar AdviserLogic 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 Morningstar AdviserLogic?
Drop your work email and we'll show you Caddi running end-to-end against Litify, Morningstar AdviserLogic, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.