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In-ProgressLaw

Automate Harvey with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with Harvey. It runs 7 supported actions in Harvey, including document ready, analysis complete, and redline document, 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 Harvey integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Harvey and every tool it touches, each through its API.

Supported actions7
  • Document readyTriggers when a document is queued for Harvey to process.
  • Review requestedTriggers when a redline or review is requested on a draft.
  • Analysis completeTriggers when Harvey finishes a summary, redline, or extraction.
  • Redline documentSend a draft to Harvey for AI redlining and markup.
  • Summarize documentGenerate a summary of a document or document set.
  • Extract clausesPull key clauses, terms, or issues from a document.
  • Answer questionRun a research or document question against Harvey.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Visit harvey.ai

How to automate Harvey

  1. Connect Harvey to Caddi

    Allow

    1Sign in to Harvey

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

  2. Automate redline and file in Harvey.

    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

Harvey integrations

Connect Harvey 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 Harvey

Why teams automate Harvey

Harvey brings generative AI to redlining, drafting, and document analysis. Caddi AI Agents handle the work around Harvey — pulling the right documents in, handing them to Harvey, and filing the result where it belongs.

Harvey is powerful once a document is in front of it. The bottleneck is everything around it: finding the document, sending it to Harvey, and getting the redline back into the matter. Caddi automates that loop so the AI output lands in the right system every time.

Loops Caddi runs against Harvey

  • Redline and File

    Recommended pattern
    1. Harvey
    2. Microsoft Outlook
    3. iManage

    Caddi pulls a draft from email or the DMS, sends it to Harvey for redlining, and files the marked-up version back to the correct matter workspace with the right naming.

    Redlines are turned around faster and always land back in the matter with consistent naming.

  • Review-Set Summaries

    Recommended pattern
    1. Harvey
    2. Relativity

    Caddi gathers a set of documents from Relativity, runs them through Harvey for summaries and clause extraction, and writes the structured output back to the review platform.

    Reviewers start from a Harvey summary instead of a cold document set.

  • Intake Document Analysis

    Recommended pattern
    1. Harvey
    2. Microsoft Outlook
    3. Salesforce

    Caddi sends new intake documents to Harvey for issue spotting, then routes the findings to the responsible attorney and logs them against the matter.

    Issues surface at intake instead of weeks into the matter.

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 Harvey automatically.

  • Document filing & renaming

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

  • Billing & finance workflows

    Push invoices, payments, and trust-accounting events between Harvey 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 Harvey data and route the output to the right inbox.

Questions about automating Harvey

Does Caddi have a real Harvey integration?

Yes. Caddi runs verified code against Harvey's official APIs. Every automation Caddi builds for Harvey is reviewed before it runs in production.

Do I need engineering help to automate Harvey with Caddi?

No. You demonstrate the workflow, clicking through Harvey 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 Harvey data safe?

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

Can Caddi connect Harvey 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 Harvey, 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 Harvey?

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 Harvey

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See it on your stack

Ready to automate Harvey?

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