AI-native automation
Connect Neos and NetDocuments 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 Neos and NetDocuments together
- 01
Upload document in NetDocuments when download document in Neos.
Caddi watches Neos for download document and upload document in NetDocuments — no copy-paste, no missed records.
- 02
Add notes in Neos when new document in NetDocuments.
Caddi watches NetDocuments for new document and add notes in Neos so the two systems stay in lockstep.
- 03
Create workspace in NetDocuments from Neos events.
When get case available tabs happens in Neos, Caddi create workspace in NetDocuments 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 Neos and NetDocuments
- Neos
Download document
Downloads a document from Neos using the document ID, retrieves the download URL, downloads the file content, and uploads it to S3 with proper metadata.
- Neos
Get case available tabs
Retrieves all available tabs for a case including standard tabs, user-defined tabs, and their visibility settings.
- Neos
Get case data
Retrieves comprehensive case data including all case information, user-defined fields, metadata, and related entities.
- Neos
Get case general information
Retrieves comprehensive case information including metadata, staff assignments, dates, and case details.
- Neos
Get case note topics
Retrieves all available case note topic categories for message classification, with optional case-level filtering.
- Neos
Get case summary
Retrieves comprehensive case summary including all case information, parties, staff, dates, and case type details.
- Neos
Get document categories
Retrieves all available document categories with their active status, title, and ID.
- Neos
Get document types
Retrieves all available document types with their description, label color, title, active status, and type category.
- Neos
Get documents
Retrieves all documents for a specific case/group including file details, metadata, analysis state, and document information.
- Neos
Get email addresses
Retrieves all email addresses associated with a specific name/contact in Neos.
- Neos
Get events
Retrieves calendar events for specified staff members within a date range, with sorting and pagination support.
- Neos
Get existing payments
Retrieves comprehensive payment history for a value including payment amounts, dates, references, payer/payee information, and payment status with full audit trail.
- Neos
Get intake layout
Retrieves the complete layout structure for an intake form including all sections, rows, fields, and their configurations.
- Neos
Get message
Retrieves detailed information about a specific message including all metadata, flags, and associated case information.
- Neos
Get messages
Retrieves comprehensive message history using advanced search with flexible filtering, pagination, and column selection.
- Neos
Get parties
Retrieves all parties associated with a case including their personal details, contact information, roles, and relationships.
- Neos
Get party addresses
Retrieves all addresses associated with a party including home, business, and other address types.
- Neos
Get party basic information
Retrieves comprehensive party information including personal details, contact information, and status flags.
- Neos
Get phone numbers
Searches for phone numbers associated with a specific name ID in Neos and returns all phone details including number, title, extension, and call permission status.
- Neos
Get staff
Retrieves comprehensive list of all staff members including their status, login information, contact details, and system metadata.
- Neos
Get template prompts
Retrieves template prompts, AI tags, and sections for a specific template and case.
- Neos
Get templates
Retrieves all available templates with filtering options including active status, AI enhancement capability, merge target, and OneDrive availability.
- Neos
Get times and values
Retrieves comprehensive times and values information for a case including billing details, provider information, and value codes with optional type and filter type parameters.
- Neos
Get user dashboards
Retrieves comprehensive list of user dashboards including dashboard metadata, ownership information, sharing status, and associated firm modules.
- Neos
Get user fields
Retrieves user field definitions including field types, controls, lengths, and mini directories for a specific case type and screen type.
- Neos
Get user preferences
Retrieves comprehensive user preferences including billing settings, calendar preferences, time tracking settings, and UI customization options.
- Neos
Get user tab details
Retrieves detailed information about a specific user tab within a case, including all tab-specific data and configurations.
- Neos
Get value
Retrieves comprehensive value details including billing information, payment history, provider details, and metadata with full audit trail and status information.
- Neos
Search
Executes advanced searches in Neos with complex query filters and field selection.
- Neos
Search case details
Searches for case details in Neos by case number and retrieves trial date, party information, and address details.
- Neos
Search case notes
Searches for case notes in Neos by case number and retrieves all note details including entry date, topic, staff information, and note text.
- Neos
Search events
Searches calendar events by staff, subject, case, date range, or iCal UID with sorting and pagination support.
- Neos
Search intakes by status
Searches for intakes in Neos by status filter and retrieves comprehensive intake details including case information, staff assignments, and dates.
- Neos
Search value items
Searches for value items in Neos by case number and calculates the total amount due by summing all items.
- Neos
Add notes
Creates a new case note with staff association and topic categorization, with optional subject update.
- Neos
Create message
Creates a new message (phone message, internal note) in Neos with recipient routing, case linking, and topic categorization.
- Neos
Create payment
Creates payment records with amount, payer/payee information, payment dates, and reference numbers with automatic validation and audit trail creation.
- Neos
Create staff
Creates a new staff member with comprehensive profile information including contact details, authentication settings, and system preferences.
- Neos
Generate document
Generates documents from templates with merge data, AI enhancements, and recipient management.
- Neos
Send text message
Sends text messages to one or more phone numbers with case and contact association tracking.
- Neos
Update user tabs
Updates user tabs data including case data items, pick list selections, and name objects for a specific case tab.
- Neos
Upload document from S3
Downloads a document from S3, uploads it to SharePoint, and creates the document record in Neos with specified author.
- 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 Neos and NetDocuments?
Neos 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 Neos 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 Neos and NetDocuments to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Neos + 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 Neos and NetDocuments?
Drop your work email and we'll show you Caddi running end-to-end against Neos, NetDocuments, and the rest of your stack.