Automate Filevine with Caddi
Built for law firms.
Filevine is the long-running project home for litigation, mass tort, and PI firms. Caddi automates the inbound and outbound work that surrounds every project.
Supported actions9
- New projectTriggers when a new project (matter) is created.
- Phase changedTriggers when a project advances to a new phase.
- New activityTriggers when a note, task, or call is added.
- Document uploadedTriggers when a document is added to a project.
- Create projectOpen a new Filevine project with intake, contacts, and section data.
- Create contactAdd a contact to a project with role and relationship data.
- Upload documentAdd a document to a project with optional metadata.
- Create taskSchedule a follow-up task against a project or team member.
- Add noteAppend a timestamped note to a project's activity feed.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
Automate Filevine by teaching Caddi like a new hire.
Walk Caddi through the Filevine work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Teach it the job
Walk Caddi through the Filevine task the way you'd onboard a new hire.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Filevine
Why teams automate Filevine
Project work in Filevine generates a stream of documents, activities, and follow-ups across email and storage. Caddi turns that stream into a single, deterministic loop.
Loops Caddi runs against Filevine
Inbound packet to project
Recommended patternCaddi reads inbound intake packets, opens the Filevine project, files the docs, and creates the standard set of activities and deadlines.
Medical records chase
Recommended patternCaddi generates HIPAA-compliant provider requests from Filevine project data, sends them, and tracks responses against each project.
Settlement archive
Recommended patternWhen a project closes, Caddi assembles the final settlement archive, files it to the DMS, and updates Filevine with the closeout state.
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 Filevine automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct Filevine matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between Filevine 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 Filevine data and route the output to the right inbox.
Questions about automating Filevine
Does Caddi have a real Filevine integration?
Yes. Caddi runs verified code against Filevine's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Filevine is reviewed before it runs in production.
Do I need engineering help to automate Filevine with Caddi?
No. You demonstrate the workflow — clicking through Filevine 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 Filevine 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 Filevine with no model in the loop.
Can Caddi connect Filevine 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 Filevine, 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 Filevine?
Drop your work email and we'll show you Caddi running end-to-end against Filevine and the rest of your stack.