Automate Harvey with Caddi
Built for law firms.
Harvey brings generative AI to redlining, drafting, and document analysis. Caddi handles the work around Harvey — pulling the right documents in, handing them to Harvey, and filing the result where it belongs.
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.
Automate Harvey by teaching Caddi like a new hire.
Walk Caddi through the Harvey 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 Harvey 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.
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What Caddi does with Harvey
Why teams automate Harvey
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 patternCaddi 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 patternCaddi 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 patternCaddi 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 (and uses a secure, audited browser session when an API isn't available). 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.
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.