AI-native automation
Automate work across
MoneyGuidePro and 
Relativitywith Caddi AI Agents.
Automate anything you do across MoneyGuidePro, Relativity, 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 MoneyGuidePro and Relativity
Connect MoneyGuidePro to Caddi
Allow1Sign in to MoneyGuidePro
One click with your own MoneyGuidePro login. No API keys.
Connect Relativity to Caddi
Allow2Sign in to Relativity
The same click again. Both tools are connected.
Create workspace in Relativity when new client added in MoneyGuidePro.
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 MoneyGuidePro and Relativity together
- 01
Create workspace in Relativity when new client added in MoneyGuidePro.
Caddi watches MoneyGuidePro for new client added and create workspace in Relativity. No copy-paste, no missed records.
- 02
Create client in MoneyGuidePro when new matter in Relativity.
Caddi watches Relativity for new matter and create client in MoneyGuidePro so the two systems stay in lockstep.
- 03
Upload documents in Relativity from MoneyGuidePro events.
When plan updated happens in MoneyGuidePro, Caddi upload documents in Relativity with the right context attached.
Actions Caddi can take across MoneyGuidePro and Relativity
- 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.
- Relativity
New matter
Triggers when a new matter or case is created.
- Relativity
Document promoted
Triggers when a reviewed document is promoted or marked responsive.
- Relativity
Coding updated
Triggers when coding decisions change on a document.
- Relativity
New production
Triggers when a production set is generated.
- Relativity
Create workspace
Stand up a new review workspace from the firm's template.
- Relativity
Upload documents
Load documents into a workspace with metadata and folder placement.
- Relativity
Label documents
Apply tags, folders, or coding fields to a set of documents.
- Relativity
Sync coding fields
Write coding decisions and production status back to the system of record.
- Relativity
Search documents
Find documents by metadata, coding, or content.
Common questions
How does Caddi connect MoneyGuidePro and Relativity?
MoneyGuidePro and Relativity 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 MoneyGuidePro and Relativity 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 MoneyGuidePro and Relativity to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first MoneyGuidePro + Relativity 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 MoneyGuidePro and Relativity?
Drop your work email and we'll show you Caddi running end-to-end against MoneyGuidePro, Relativity, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.