AI-native automation
Automate work across
ShareFile and 
SimpleLegalwith Caddi AI Agents.
Automate anything you do across ShareFile, SimpleLegal, 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 ShareFile and SimpleLegal
Connect ShareFile to Caddi
Allow1Sign in to ShareFile
One click with your own ShareFile login. No API keys.
Connect SimpleLegal to Caddi
Allow2Sign in to SimpleLegal
The same click again. Both tools are connected.
When something new comes in to ShareFile, update SimpleLegal.
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 ShareFile and SimpleLegal together
- 01
Keep ShareFile and SimpleLegal in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across ShareFile and SimpleLegal
- ShareFile
New file in folder
Triggers when a file is uploaded to a watched folder.
- ShareFile
Shared link created
Triggers when a new shared link is generated.
- ShareFile
Upload file
Add a file to a ShareFile folder.
- ShareFile
Create folder
Create a new folder under a parent.
- ShareFile
Send file via link
Send a secure link to one or more recipients.
Common questions
How does Caddi connect ShareFile and SimpleLegal?
ShareFile and SimpleLegal 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 ShareFile and SimpleLegal 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 ShareFile and SimpleLegal to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first ShareFile + SimpleLegal 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 ShareFile and SimpleLegal?
Drop your work email and we'll show you Caddi running end-to-end against ShareFile, SimpleLegal, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.