Waitlist2026 State of AI at Enterprise RIAs2026 State of AI at RIAsOut Nov 6On demandOther eventsNext: ADVISE AI, Oct 20–22Booth 204

AI-native automation

Automate work acrossRelativity and Snowflakewith Caddi AI Agents.

Automate anything you do across Relativity, Snowflake, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Relativity and Snowflake

  1. Connect Relativity to Caddi

    Allow

    1Sign in to Relativity

    One click with your own Relativity login. No API keys.

  2. Connect Snowflake to Caddi

    Allow

    2Sign in to Snowflake

    The same click again. Both tools are connected.

  3. Write rows in Snowflake when new matter in Relativity.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • Brighton Jones
  • 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 Relativity and Snowflake together

In a law firm the work between Relativity and Snowflake 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

    Write rows in Snowflake when new matter in Relativity.

    Caddi watches Relativity for new matter and write rows in Snowflake. No copy-paste, no missed records.

  • 02

    Create workspace in Relativity when query returns rows in Snowflake.

    Caddi watches Snowflake for query returns rows and create workspace in Relativity so the two systems stay in lockstep.

  • 03

    Update rows in Snowflake from Relativity events.

    When document promoted happens in Relativity, Caddi update rows in Snowflake with the right context attached.

Actions Caddi can take across Relativity and Snowflake

  • 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.

  • Snowflake

    Query returns rows

    Caddi runs a query on a schedule and hands the rows it returns to the next step.

  • Snowflake

    Write rows

    Insert rows into a table in Caddi's schema.

  • Snowflake

    Update rows

    Update the rows that match a condition in a table in Caddi's schema.

  • Snowflake

    Create table

    Create a table in Caddi's schema.

  • Snowflake

    Run query

    Run a read query and return the rows.

  • Snowflake

    Read table

    Read the rows of any table or view Caddi's role can see.

Common questions

How does Caddi connect Relativity and Snowflake?

Relativity and Snowflake 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 Relativity and Snowflake 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 Relativity and Snowflake to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Relativity + Snowflake 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 Relativity and Snowflake 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 Relativity and Snowflake?

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