AI-native automation
Automate work across
Practifi and 
Relativitywith Caddi AI Agents.
Automate anything you do across Practifi, 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 Practifi and Relativity
Connect Practifi to Caddi
Allow1Sign in to Practifi
One click with your own Practifi 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 in Practifi.
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 Practifi and Relativity together
- 01
Create workspace in Relativity when new client in Practifi.
Caddi watches Practifi for new client and create workspace in Relativity. No copy-paste, no missed records.
- 02
Create client in Practifi when new matter in Relativity.
Caddi watches Relativity for new matter and create client in Practifi so the two systems stay in lockstep.
- 03
Upload documents in Relativity from Practifi events.
When process task assigned happens in Practifi, Caddi upload documents in Relativity with the right context attached.
Actions Caddi can take across Practifi and Relativity
- Practifi
New client
Triggers when a new client or household is created.
- Practifi
Process task assigned
Triggers when a workflow task is assigned to a team member.
- Practifi
Account updated
Triggers when an investment account's status changes.
- Practifi
Create client
Open a new Practifi client with household and contact data.
- Practifi
Launch process
Kick off an onboarding, review, or service process for a client.
- Practifi
Update account
Push account changes (status, value, ownership) back to Practifi.
- Practifi
Log activity
Record a meeting, call, or note against a client record.
- 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 Practifi and Relativity?
Practifi 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 Practifi 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 Practifi and Relativity to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Practifi + 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 Practifi and Relativity?
Drop your work email and we'll show you Caddi running end-to-end against Practifi, Relativity, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.