Automate Litify with Caddi
Built for law firms.
Litify is built on Salesforce and ties intake, matter, and reporting in one place. Caddi automates the work that flows in and out of Litify across email, storage, and signature.
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.
Automate Litify by teaching Caddi like a new hire.
Walk Caddi through the Litify 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 Litify 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.
What Caddi does with Litify
Why teams automate Litify
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 patternCaddi 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 patternCaddi classifies inbound documents, applies Litify metadata, and files them to the correct matter workspace.
Settlement closeout
Recommended patternWhen 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Litify with no model in the loop.
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.
Ready to automate Litify?
Drop your work email and we'll show you Caddi running end-to-end against Litify and the rest of your stack.