Automate Everlaw with Caddi
Built for law firms.
Everlaw is a cloud eDiscovery and litigation platform for review and storybuilding. Caddi automates the motions around it so staff stop moving document sets by hand.
Automating Everlaw takes one screenshare.
Show Caddi the Everlaw workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
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Record it once
Screen-share the Everlaw task the way you already do it.
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Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Everlaw
Why teams automate Everlaw
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 patternCaddi pulls collected documents from the DMS and loads them into the Everlaw project.
Export review data
Recommended patternCaddi exports Everlaw review data and files the production set back to the matter.
Review status sync
Recommended patternCaddi 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Everlaw with no model in the loop.
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.
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.