Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work acrossNetDocuments and Oracle EDMwith Caddi AI Agents.

Connect NetDocuments and Oracle EDM: Create request in Oracle EDM when new document in NetDocuments. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.

Free for one user.
NetDocumentsProductivity
Oracle EDMFinance
How it works

Discover, automate and govern the work between NetDocuments and Oracle EDM

Caddi AI Agents find the repetitive handoffs between NetDocuments and Oracle EDM, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
Our customers save every month.
  • Am Law 100
  • Barron's Top 10 RIA
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors
Our customers →
What is Caddi

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

Top 3 Use Cases

Practical ways to use NetDocuments and Oracle EDM together

In a law firm the work between NetDocuments and Oracle EDM is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Create request in Oracle EDM when new document in NetDocuments.

    Caddi watches NetDocuments for new document and create request in Oracle EDM. No copy-paste, no missed records.

  • 02

    Upload document in NetDocuments when request submitted in Oracle EDM.

    Caddi watches Oracle EDM for request submitted and upload document in NetDocuments so the two systems stay in lockstep.

  • 03

    Fetch hierarchy in Oracle EDM from NetDocuments events.

    When document profiled happens in NetDocuments, Caddi fetch hierarchy in Oracle EDM with the right context attached.

Actions

Actions Caddi can take across NetDocuments and Oracle EDM

  • 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.

  • Oracle EDM

    Request submitted

    Triggers when a change request is submitted.

  • Oracle EDM

    Request approved

    Triggers when a request is approved and committed.

  • Oracle EDM

    Node changed

    Triggers when a hierarchy node is added or moved.

  • Oracle EDM

    Create request

    Open a change request for accounts or entities.

  • Oracle EDM

    Fetch hierarchy

    Export a hierarchy or node set.

  • Oracle EDM

    Compare viewpoints

    Check two viewpoints for differences.

FAQ

Common questions

How does Caddi connect NetDocuments and Oracle EDM?

NetDocuments and Oracle EDM 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 NetDocuments and Oracle EDM 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 NetDocuments and Oracle EDM to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first NetDocuments + Oracle EDM 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.

Does this work for law firms?

Yes. Caddi runs NetDocuments and Oracle EDM with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Explore more

Keep digging

See it on your stack

Ready to automate NetDocuments and Oracle EDM?

Drop your work email and we'll show you Caddi running end-to-end against NetDocuments, Oracle EDM, and the rest of your stack.