AI-native automation
Automate work across
Litify and 
PDFby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate signature chasing in Litify and PDF. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Litify and PDF 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.
- 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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Litify and PDF together
- 01
Document extract in PDF when new matter in Litify.
Caddi watches Litify for new matter and document extract in PDF — no copy-paste, no missed records.
- 02
Create matter in Litify when classify in PDF.
Caddi watches PDF for classify and create matter in Litify so the two systems stay in lockstep.
- 03
Extract in PDF from Litify events.
When intake submitted happens in Litify, Caddi extract in PDF with the right context attached.
Actions Caddi can take across Litify and PDF
- 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.
- PDF
Classify
Classifies text content using AI with customizable classification types (language, tone, sentiment, topic, category), accepting content directly or automatically downloading from S3.
- PDF
Summarize
Summarizes text using AI with customizable style and length parameters, accepting content directly or from S3.
- PDF
Get form fields
Discovers all form fields in a PDF including field types, options, and validation rules.
- PDF
Document extract
Extracts text or structured fields from PDF documents and images stored in S3 Use mode "full_text" to extract all document text, or mode "schema" with a JSON Schema to extract specific named values…
- PDF
Extract
Extracts specified information from text using AI, accepting content directly or automatically downloading from S3.
- PDF
Extract data from PDF
Extracts specific field values from PDF documents using AWS Textract for OCR and LLM for intelligent field mapping, with automatic batching strategy for large schemas.
- PDF
Extract fields with OCR
Extracts specified field values from images (JPEG, PNG) and PDFs using AI-powered OCR with confidence scoring and validation, automatically downloading content from S3 (supports both full S3 keys a…
- PDF
Extract multiple fields
Extracts values for specified fields from text using AI, accepting content directly or from S3.
- PDF
Write
Generates written content using AI with customizable style, format, tone, length, language, purpose, and audience parameters, accepting content directly or automatically downloading from S3.
- PDF
Extract pages
Extracts one or more pages from a PDF stored in S3 and saves the result as a new PDF file in S3 Specify start_page and end_page (1-indexed, inclusive) to select the page range.
- PDF
Extract text
Extracts all text from PDFs with support for page ranges and maintains text structure.
- PDF
Fill form
Fills PDF form fields and automatically saves the completed PDF to S3 with optional flattening.
- PDF
Image to PDF
Downloads images from S3, converts them to a multi-page PDF with configurable page sizing, and uploads the result to S3.
- PDF
Merge documents
Downloads multiple PDFs from S3, merges them with optional page range selection, and uploads the merged PDF to S3 Set flatten_form_fields to true when merging PDFs with filled forms or signatures t…
- PDF
Text to PDF
Creates a PDF from text content with configurable formatting options (page size, margins, font size, bold text), and uploads the result to S3.
Common questions
How does Caddi connect Litify and PDF?
Litify and PDF 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 PDF 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 PDF to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Litify + PDF 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 PDF?
Drop your work email and we'll show you Caddi running end-to-end against Litify, PDF, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.