Automate Relativity with Caddi
Built for law firms.
Relativity is the system of record for eDiscovery and litigation review at large firms and legal departments. Caddi automates the high-volume, repetitive motions around it — opening matters, moving documents in and out, and keeping coding data in sync with the rest of the legal stack.
Supported actions9
- New matterTriggers when a new matter or case is created.
- Document promotedTriggers when a reviewed document is promoted or marked responsive.
- Coding updatedTriggers when coding decisions change on a document.
- New productionTriggers when a production set is generated.
- Create workspaceStand up a new review workspace from the firm's template.
- Upload documentsLoad documents into a workspace with metadata and folder placement.
- Label documentsApply tags, folders, or coding fields to a set of documents.
- Sync coding fieldsWrite coding decisions and production status back to the system of record.
- Search documentsFind documents by metadata, coding, or content.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
Automate Relativity by teaching Caddi like a new hire.
Walk Caddi through the Relativity 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 Relativity 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.
Microsoft Outlook
What Caddi does with Relativity
Why teams automate Relativity
Relativity holds the documents, but the work that feeds it and follows it is manual: standing up a workspace for each new matter, loading and labeling documents, and reconciling coding fields back to the DMS and matter system. That work is rule-based and high-volume — exactly what Caddi runs end to end.
Loops Caddi runs against Relativity
New Matter & Workspace Setup
Recommended patternCaddi reads a new matter request from email, opens the matter in your practice system, and stands up the matching Relativity workspace from the firm's template — applying the right groups, folders, and security so the review team can start immediately.
New review matters are stood up in minutes with consistent structure and access, instead of waiting on a manual workspace build.
Document & Coding Data Sync
Recommended patternCaddi keeps documents and coding fields in sync between Relativity and the firm's DMS and matter system — promoting reviewed documents, writing coding decisions and production status back to the system of record, and flagging mismatches.
The matter system and DMS always reflect the latest review state without anyone rekeying coding data.
Email-to-Review Document Pull
Recommended patternCaddi finds the relevant email and its attachments in Outlook, pulls the documents, and uploads and labels them into the correct Relativity workspace and folder with the right metadata.
Documents land in the review platform already labeled and filed, with no manual download-and-upload step.
Cross-System Review, Redline & File
Recommended patternThe full loop: Caddi locates an email, pulls the documents, uploads and labels them in Relativity, runs the draft through Harvey for redlining, and files the marked-up result back to the right matter in iManage or NetDocuments — notifying the attorney when it's done.
A workflow that spans four systems and normally takes a paralegal hours runs hands-free, end to end.
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 Relativity automatically.
Document filing & renaming
Classify incoming documents, rename them to your firm's convention, and file them to the correct Relativity matter without paralegal touch time.
Billing & finance workflows
Push invoices, payments, and trust-accounting events between Relativity 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 Relativity data and route the output to the right inbox.
Questions about automating Relativity
Does Caddi have a real Relativity integration?
Yes. Caddi runs verified code against Relativity's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Relativity is reviewed before it runs in production.
Do I need engineering help to automate Relativity with Caddi?
No. You demonstrate the workflow — clicking through Relativity 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 Relativity data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Relativity, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Relativity 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 Relativity, 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 Relativity?
Drop your work email and we'll show you Caddi running end-to-end against Relativity and the rest of your stack.