Law

Automate Filevine with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with Filevine. It runs 9 supported actions in Filevine, including phase changed, document uploaded, and create project, and connects it to Neos, Litify, and CASEpeer. 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 Filevine integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Filevine and every tool it touches, including the screens with no API.

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.

Building on the Filevine API?Visit filevine.com

How to automate Filevine

Connect Filevine to Caddi
Allow
1Sign in to Filevine
One click with your own Filevine login. No API keys.
Automate inbound packet to project in Filevine.
ScreenshareType it
2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.

The details

What Caddi does with Filevine

Why teams automate Filevine

Filevine is the long-running project home for litigation, mass tort, and PI firms. Caddi AI Agents automate the inbound and outbound work that surrounds every project.

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 pattern
Caddi reads inbound intake packets, opens the Filevine project, files the docs, and creates the standard set of activities and deadlines.
Medical records chase
Recommended pattern
Caddi generates HIPAA authorization requests from Filevine project data, sends them, and tracks responses against each project.
Settlement archive
Recommended pattern
When 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; once generated, it executes as deterministic code against Filevine, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in Filevine?

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.

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