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Automate Litera with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with Litera. It runs the Litera steps your team does by hand today, and connects it to iManage, NetDocuments, and Microsoft Outlook. 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 Litera integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Litera and every tool it touches, including the screens with no API.

Visit litera.com

How to automate Litera

  1. Connect Litera to Caddi

    Allow

    1Sign in to Litera

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

  2. Automate compare and file in Litera.

    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

Litera integrations

Connect Litera 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 Litera

Why teams automate Litera

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

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, 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; once generated, it executes as deterministic code against Litera, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in Litera?

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 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.