AI-native automation
Connect Litify and Orion 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 Orion together
- 01
Generate report in Orion when new matter in Litify.
Caddi watches Litify for new matter and generate report in Orion — no copy-paste, no missed records.
- 02
Create matter in Litify when describe report parameters in Orion.
Caddi watches Orion for describe report parameters and create matter in Litify so the two systems stay in lockstep.
- 03
Generate report in Orion from Litify events.
When intake submitted happens in Litify, Caddi generate report in Orion 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 Orion
- 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.
- Orion
Describe report parameters
Searches all available reports by name, retrieves parameter requirements and options, normalizes complex API structures into simple parameter descriptions that automation scripts can easily underst…
- Orion
Download report
Downloads a report using the URL returned from GenerateReport and saves it to S3.
- Orion
Resolve entity ID
Searches for households, registrations, and accounts by name and returns their numeric IDs.
- Orion
Generate report
Generates Orion reports (standard or envision) with parameter overrides for dates, entities, and output format.
Common questions
How does Caddi connect Litify and Orion?
Litify and Orion 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 Orion 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 Orion to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Litify + Orion 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 Orion?
Drop your work email and we'll show you Caddi running end-to-end against Litify, Orion, and the rest of your stack.