In-ProgressLaw

Automate Litify with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with Litify. It runs 7 supported actions in Litify, including intake submitted, matter status changed, and create matter, and connects it to Salesforce, Filevine, and Neos. 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 Litify integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Litify and every tool it touches, including the screens with no API.

Supported actions7

New matterTriggers when a new matter is opened in Litify.
Intake submittedTriggers when a new intake clears Salesforce validation.
Matter status changedTriggers when a matter changes status or stage.
Create matterOpen a new Litify matter with client and intake data.
Create intakePush a new intake record into Litify for triage.
Create taskSchedule a task against a matter and team member.
Upload documentAttach a document to a matter with metadata.

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

Visit litify.com

How to automate Litify

Connect Litify to Caddi
Allow
1Sign in to Litify
One click with your own Litify login. No API keys.
Automate intake email to matter in Litify.
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 Litify

Why teams automate Litify

Litify is built on Salesforce and ties intake, matter, and reporting in one place. Caddi AI Agents automate the work that flows in and out of Litify across email, storage, and signature.

Litify implementations only deliver if the data flowing into them stays clean. Caddi handles the data ingestion, filing, and update steps automatically — so Litify reflects reality.

Loops Caddi runs against Litify

Intake email to matter
Recommended pattern
Caddi extracts client and matter details from inbound intake emails and opens the Litify matter with documents pre-filed and tasks created.
Document classification + filing
Recommended pattern
Caddi classifies inbound documents, applies Litify metadata, and files them to the correct matter workspace.
Settlement closeout
Recommended pattern
When a matter settles, Caddi runs the closeout: filing the settlement, updating Litify, posting LawPay, and notifying the team.

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 Litify automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct Litify matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between Litify 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 Litify data and route the output to the right inbox.

Questions about automating Litify

Does Caddi have a real Litify integration?

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

Do I need engineering help to automate Litify with Caddi?

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

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

Can Caddi connect Litify 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 Litify, 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 Litify?

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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