AI-native automation
Automate work across
Litify and 
NetDocumentsby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run Litify and NetDocuments together.
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.
- 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
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.
Practical ways to use Litify and NetDocuments together
- 01
Upload document in NetDocuments when new matter in Litify.
Caddi watches Litify for new matter and upload document in NetDocuments — no copy-paste, no missed records.
- 02
Create matter in Litify when new document in NetDocuments.
Caddi watches NetDocuments for new document and create matter in Litify so the two systems stay in lockstep.
- 03
Create workspace in NetDocuments from Litify events.
When intake submitted happens in Litify, Caddi create workspace in NetDocuments with the right context attached.
Actions Caddi can take across Litify and NetDocuments
- 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.
- NetDocuments
New document
Triggers when a document is added to a workspace.
- NetDocuments
Document profiled
Triggers when profile attributes are set on a document.
- NetDocuments
Upload document
Add a document to a workspace with profile attributes.
- NetDocuments
Create workspace
Open a new matter workspace under a cabinet.
- NetDocuments
Search documents
Find documents by content or profile attributes.
- NetDocuments
Update document attributes
Set or change profile fields on a document.
Common questions
How does Caddi connect Litify and NetDocuments?
Litify and NetDocuments 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 NetDocuments 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 NetDocuments to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Litify + NetDocuments 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 NetDocuments?
Drop your work email and we'll show you Caddi running end-to-end against Litify, NetDocuments, and the rest of your stack.