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Automate Everlaw with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with Everlaw. It runs the Everlaw steps your team does by hand today, and connects it to Relativity, iManage, and NetDocuments. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Everlaw integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Everlaw and every tool it touches, including the screens with no API.

Visit everlaw.com

How to automate Everlaw

  1. Connect Everlaw to Caddi

    Allow

    1Sign in to Everlaw

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

  2. Automate load document sets in Everlaw.

    Type it

    2Show or tell it

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

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Everlaw integrations

Connect Everlaw with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Everlaw

Why teams automate Everlaw

Everlaw is a cloud eDiscovery and litigation platform for review and storybuilding. Caddi AI Agents automate the motions around it so staff stop moving document sets by hand.

The friction is not inside Everlaw, it is the loading, exporting, and filing that surround it. Caddi runs those steps deterministically across the firm's stack.

Loops Caddi runs against Everlaw

  • Load document sets

    Recommended pattern
    1. Everlaw
    2. iManage

    Caddi pulls collected documents from the DMS and loads them into the Everlaw project.

  • Export review data

    Recommended pattern
    1. Everlaw
    2. NetDocuments

    Caddi exports Everlaw review data and files the production set back to the matter.

  • Review status sync

    Recommended pattern
    1. Everlaw
    2. Slack

    Caddi reads Everlaw review progress and posts a status update to the case channel.

Where law firms use it

  • Client intake & matter opening

    Pull client details from inbound emails, forms, or PDFs and create the matter, contacts, and folder structure in Everlaw automatically.

  • Document filing & renaming

    Classify incoming documents, rename them to your firm's convention, and file them to the correct Everlaw matter without paralegal touch time.

  • Billing & finance workflows

    Push invoices, payments, and trust-accounting events between Everlaw and your billing system, with reconciliation logged back to each matter.

  • Compliance & follow-ups

    Trigger HIPAA packets, retainer agreements, conflict checks, or status follow-ups from Everlaw data and route the output to the right inbox.

Questions about automating Everlaw

Does Caddi have a real Everlaw integration?

Yes. Caddi runs verified code against Everlaw's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Everlaw is reviewed before it runs in production.

Do I need engineering help to automate Everlaw with Caddi?

No. You demonstrate the workflow, clicking through Everlaw the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Everlaw data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Everlaw, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Everlaw to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Everlaw, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Everlaw?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Everlaw

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See it on your stack

Ready to automate Everlaw?

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