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

AI-native automation

Automate work acrossPagerDuty and Relativitywith Caddi AI Agents.

Connect PagerDuty and Relativity: Create workspace in Relativity when incident triggered in PagerDuty. 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.
PagerDutyProductivity
RelativityLegal

Discover, automate and govern the work between PagerDuty and Relativity

Caddi AI Agents find the repetitive handoffs between PagerDuty and Relativity, 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.
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 PagerDuty and Relativity together

In a law firm the work between PagerDuty and Relativity 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 workspace in Relativity when incident triggered in PagerDuty.

    Caddi watches PagerDuty for incident triggered and create workspace in Relativity. No copy-paste, no missed records.

  • 02

    Create incident in PagerDuty when new matter in Relativity.

    Caddi watches Relativity for new matter and create incident in PagerDuty so the two systems stay in lockstep.

  • 03

    Upload documents in Relativity from PagerDuty events.

    When incident acknowledged happens in PagerDuty, Caddi upload documents in Relativity with the right context attached.

Actions Caddi can take across PagerDuty and Relativity

  • PagerDuty

    Incident triggered

    Triggers when a new incident opens.

  • PagerDuty

    Incident acknowledged

    Triggers when a responder acknowledges.

  • PagerDuty

    Incident resolved

    Triggers when an incident is resolved.

  • PagerDuty

    Create incident

    Open an incident on a service.

  • PagerDuty

    Add note

    Post a note to an incident timeline.

  • PagerDuty

    Resolve incident

    Close an incident with a resolution.

  • 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 PagerDuty and Relativity?

PagerDuty 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 PagerDuty 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 PagerDuty and Relativity to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first PagerDuty + 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.

Does this work for law firms?

Yes. Caddi runs PagerDuty and Relativity 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.

Ready to automate PagerDuty and Relativity?

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