LawLegal Specific

Automate Litera with Caddi

Built for law firms.

Litera is a fixture in legal drafting, comparison, and document cleanup. Caddi automates the motions around it so staff stop shuffling redlines by hand.

How it works

Automating Litera takes one screenshare.

Show Caddi the Litera workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the Litera task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with Litera

Why teams automate Litera

The friction is not inside Litera, it is the pulling, comparing, and filing that surround it. Caddi runs those steps deterministically across the firm's stack.

Loops Caddi runs against Litera

  • Compare and file

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

    Caddi pulls the two versions from email or the DMS, runs a Litera compare, and files the redline back to the matter.

  • Draft cleanup

    Recommended pattern
    1. Litera
    2. NetDocuments

    Caddi runs Litera cleanup on an incoming draft and saves the cleaned document to the matter folder.

  • Redline routing

    Recommended pattern
    1. Litera
    2. Microsoft Outlook

    Caddi attaches the finished redline to the reviewer email and logs the version.

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 Litera automatically.

  • Document filing & renaming

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

  • Billing & finance workflows

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

Questions about automating Litera

Does Caddi have a real Litera integration?

Yes. Caddi runs verified code against Litera's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Litera is reviewed before it runs in production.

Do I need engineering help to automate Litera with Caddi?

No. You demonstrate the workflow once — clicking through Litera 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 Litera 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 Litera with no model in the loop.

Can Caddi connect Litera 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 Litera, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside Litera

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See it on your stack

Ready to automate Litera?

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