- Automations
- Relativity + Typeform
AI-native automation
Automate work across
Relativity and
Typeformby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate response-to-lead in Relativity and Typeform. Caddi builds the loop and runs it.

See it on your stack
See Caddi run Relativity and Typeform together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Relativity and Typeform together
- 01
Create response in Typeform when new matter in Relativity.
Caddi watches Relativity for new matter and create response in Typeform — no copy-paste, no missed records.
- 02
Create workspace in Relativity when new form response in Typeform.
Caddi watches Typeform for new form response and create workspace in Relativity so the two systems stay in lockstep.
- 03
Create response in Typeform from Relativity events.
When document promoted happens in Relativity, Caddi create response in Typeform with the right context attached.
Actions Caddi can take across Relativity and Typeform
- 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.
TypeformNew form response
Triggers when a respondent submits a Typeform.
TypeformCreate response
Submit a programmatic response to a Typeform.
Common questions
How does Caddi connect Relativity and Typeform?
Relativity and Typeform 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 Typeform 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 Typeform to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Relativity + Typeform 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 Relativity and Typeform?
Drop your work email and we'll show you Caddi running end-to-end against Relativity, Typeform, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.




