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Law

Automate Relativity with Caddi AI Agents

Built for law firms.

Yes, Caddi integrates with Relativity. It runs 599 supported actions in Relativity, including create workspace, upload documents, and label documents, and connects it to Harvey, iManage, and NetDocuments. 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 Relativity integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Relativity and every tool it touches, each through its API.

Supported actions599
Jobs91
  • Create export jobDefines an export job's source, artifact, and output settings.
  • Create import jobCreates an import job shell in a workspace.
  • Create reproduction jobCreates a re-production job against eligible prior productions.
  • Create reproduction job with documentsCreates a re-production job for selected documents.
  • Initialize mass operationResolves a query into a process handle and object count.
  • Prepare discovered processing document CSVStarts asynchronous CSV preparation for discovered documents.
  • Rerun productionRe-runs a previously run production.
  • Run productionRuns a staged production, branding Bates numbers and delivering the document set.
  • Schedule audit dumpSchedules a bulk audit-table dump job.
  • Stage and run productionsStages and runs selected productions.
  • Stage and run reproduction jobStages and runs the productions created by a re-production job.
  • Stage productionStages a production and blocks until staging or its optional chained run completes.
  • Submit audit exportSubmits an audit-export job and returns the job handle.
  • Apply processing filterApplies a saved filter to the discovered population.
  • Begin import jobBegins execution of a configured import job.
  • Build conceptual indexBuilds a Conceptual Analytics index.
  • Build dt search indexSubmits the default dtSearch index build.
  • Cancel conceptual index jobCancels the current Conceptual Analytics index job.
  • Cancel dt search index buildCancels the current build.
  • Cancel export jobCancels a running export job.
  • Cancel import jobTerminates a running import job; the job ID cannot be resumed afterwards.
  • Cancel mass operationTerminates an initialized or running mass-operation process.
  • Cancel processing jobCancels running jobs for a processing set.
  • Cancel production jobRequests cancellation of one queued production job.
  • Cancel production jobsRequests cancellation of selected queued production jobs.
  • Cancel reproduction jobRequests cancellation of one re-production job.
  • Cancel structured analytics copy to legacyCancels a Structured Analytics V1 copy-to-legacy migration.
  • Cancel structured analytics jobCancels the current Structured Analytics job.
  • Compress dt search indexCompresses a dtSearch index.
  • Configure document importConfigures document field mappings and import behavior.
  • Configure rdo importConfigures RDO (record) field mappings and import behavior.
  • End import jobFinalizes an import job; the job ID is sealed and cannot reopen.
  • Full build dt search indexSubmits a full dtSearch index build.
  • Full populate conceptual indexSubmits full population for a Conceptual Analytics index.
  • Image documentStarts an on-demand imaging job for one document.
  • Incremental build dt search indexSubmits an incremental dtSearch index build.
  • Incremental populate conceptual indexSubmits incremental population for a Conceptual Analytics index.
  • Mass cancel production jobsBulk-cancels queued production jobs by database token.
  • Mass image documentsImages many documents in one job scoped by a mass-process ID.
  • Mass prioritize production jobsBulk-reprioritizes queued production jobs by database token.
  • Mass retry production jobsBulk-retries errored production jobs by database token.
  • Pause import jobPauses a running import job (reversible via ResumeImportJob).
  • Prepare structured analytics jobPrepares a Structured Analytics set.
  • Publish processing documentsPublishes a targeted set of documents.
  • Remove conceptual index documents in errorRemoves errored documents from a Conceptual Analytics index.
  • Resume import jobResumes a paused import job (reversible via PauseImportJob).
  • Retry conceptual index errorsRetries documents that errored during Conceptual Analytics processing.
  • Retry document errorsRetries documents that errored during processing.
  • Retry dt search index errorsRetries failed documents.
  • Retry imaging set errorsStarts a new job for the errored documents in an imaging set.
  • Retry processing job errorsResubmits error-state items and waits for completion.
  • Retry production jobsRequests retries for selected queued production jobs.
  • Retry structured analytics job errorsRetries failed Structured Analytics work.
  • Run discovery jobSubmits a discovery job and waits for it to finish.
  • Run imaging setStarts imaging for an imaging set.
  • Run inventory jobSubmits an inventory job and waits for it to finish.
  • Run publish jobSubmits a publish job and waits for it to finish.
  • Start collectionStarts a created collection's run.
  • Start collection target generationStarts target generation for a created collection.
  • Start export jobStarts a previously-created export job.
  • Start structured analytics copy to legacyStarts a Structured Analytics V1 copy-to-legacy migration.
  • Stop collectionStops a running collection job.
  • Stop imaging jobStops a running imaging job.
  • Submit structured analytics jobSubmits a Structured Analytics Set job.
  • Tag conceptual index documentsTags documents from a Conceptual Analytics index.
  • Threshold compress dt search indexThreshold-compresses a dtSearch index.
  • Update imaging job priorityChanges a queued imaging job's priority.
  • Check mass operation progressReads a mass operation's current progress by process handle.
  • Download audit exportDownloads a finished audit-export file.
  • Get audit dump statusReads one audit dump job's current status and progress.
  • Get collection statusReads a collection job's status and per-target progress.
  • Get collection target generationReads target-generation progress for a collection.
  • Get export job settingsReads the complete settings of a defined export job.
  • Get import job default locationReads one job's default import upload location.
  • Get import job detailsReads import job metadata and lifecycle state.
  • Get mass delete startup informationReads dependency and audit-delete controls before mass deletion.
  • Get production job statusReads a production job's status, percentages, and branding errors.
  • Get reproduction statusReads a re-production job's status and per-production results.
  • Get structured analytics job statusPolls a Structured Analytics Set job's phase, progress, and per-operation state.
  • Get structured analytics valid tasksReads actions valid for the current set state.
  • List export jobsLists export jobs defined in a workspace.
  • List import jobsLists import jobs defined in a workspace.
  • List reproduction job i dsLists the re-production job IDs in a workspace.
  • Mass export to fileExports a document set's field values to a delimited file.
  • Monitor audit exportPolls a submitted audit-export job until it reaches a terminal state.
  • Monitor export jobReads an export job's status, counts, and output URL.
  • Monitor import jobReads an import job's current record counts.
  • Monitor workspace jobReads the current state and progress of an asynchronous workspace creation job.
  • Read import document configurationReads a document import job's configuration.
  • Read import rdo configurationReads the configuration returned for an RDO import job.
  • Validate mass editChecks whether an initialized process can run a mass edit.
Fields61
  • Create application field codeCreates an application field code for native imaging.
  • Create currency fieldCreates a currency field.
  • Create date fieldCreates a date field.
  • Create decimal fieldCreates a decimal field.
  • Create file fieldCreates a file field.
  • Create fixed length fieldCreates a fixed-length text field.
  • Create long text fieldCreates a long-text field.
  • Create multiple choice fieldCreates a multiple-choice field.
  • Create multiple object fieldCreates a multiple-object field.
  • Create single choice fieldCreates a single-choice field.
  • Create single object fieldCreates a single-object field.
  • Create user fieldCreates a user field.
  • Create whole number fieldCreates a whole-number field.
  • Create yes no fieldCreates a yes/no field.
  • Update application field codeUpdates one application field code.
  • Update currency fieldUpdates a currency field.
  • Update date fieldUpdates a date field.
  • Update decimal fieldUpdates a decimal field.
  • Update field mappingMaps a source/external field to a Relativity field.
  • Update file fieldUpdates a file field.
  • Update fixed length fieldUpdates a fixed-length field.
  • Update long text fieldUpdates a long-text field.
  • Update multiple choice fieldUpdates a multiple-choice field.
  • Update multiple object fieldUpdates a multiple-object field.
  • Update single choice fieldUpdates a single-choice field.
  • Update single object fieldUpdates a single-object field.
  • Update user fieldUpdates a user field.
  • Update whole number fieldUpdates a whole-number field.
  • Update yes no fieldUpdates a yes/no field.
  • Average field valuesAverages a numeric field across a document set.
  • Get all mapped fieldsReads the Relativity mappings for a processing data source.
  • Get auto mapped field guidsReads the field GUIDs Processing maps automatically.
  • Get catalog fieldsReads Processing catalog fields.
  • Get import source columnsReads column names parsed from an import source.
  • Get invariant catalog field mappingReads invariant field names mapped to catalog GUIDs.
  • Get invariant fieldsReads invariant Processing source fields.
  • Get mappable fieldsReads the compact non-paginated mappable field set.
  • Get mappable source fieldReads one field by its Processing source name.
  • Get pivot group by fieldsLists fields eligible as a pivot GroupBy axis.
  • Get pivot on fieldsLists fields eligible as a pivot PivotOn axis.
  • Is field mapping availableChecks whether Processing field mapping is available.
  • List available keyboard shortcutsLists keyboard shortcuts already defined in a workspace.
  • List available object type viewsLists views usable by fields on an object type.
  • List available propagate to fieldsLists relational fields usable for propagation.
  • List available relational field orderLists related-items icon order.
  • List eligible tab object typesReads object types eligible for tab links.
  • List keyword search criteria fieldsLists fields available for keyword-search criteria.
  • List keyword search fieldsLists workspace fields available in a keyword-search result view.
  • List keyword search fields for searchLists included and available result fields for a keyword search.
  • List keyword search includesLists relational fields that a keyword search can include.
  • List keyword search object criteria fieldsLists fields available beneath a multi-object criteria field.
  • List valid field keysLists keys accepted in field keyboard shortcuts.
  • Read application field codeReads one application field code.
  • Read external field mappingReads an external mapping by field and source.
  • Read fieldRetrieves field metadata needed to construct Object Manager requests.
  • Search invariant fieldsSearches and sorts invariant Processing fields.
  • Search metadata fieldsSearches and sorts Processing metadata fields.
  • Search other fieldsSearches and sorts non-metadata Processing fields.
  • Sum field valuesSums a numeric field across a document set.
  • Delete application field codeDeletes one application field code.
  • Delete fieldRemoves a workspace field.
Servers34
  • Disable worker processing licenseDisables processing on a worker server.
  • Enable worker processing licenseEnables processing on a worker server.
  • Restart agent server windows serviceRestarts the Windows service on a Relativity agent server.
  • Restart analytics server windows serviceRestarts the Windows service on a Relativity analytics server.
  • Restart web background processing server windows serviceRestarts the Windows service on a Relativity web background-processing server.
  • Start workerSets a worker server to the started state.
  • Stop workerSets a worker server to the stopped state.
  • List agent serversDiscovers the agent servers available in a workspace.
  • List available agent serversDiscovers the agent servers available for an agent type.
  • List resource server eligible statusesLists the statuses eligible for Relativity resource servers.
  • List resource server typesLists the resource-server types supported by the Relativity instance.
  • List workspace cache locationsLists cache locations eligible for a resource pool.
  • List workspace file repositoriesLists file repositories eligible for a resource pool.
  • List workspace SQL serversLists SQL servers eligible for a resource pool.
  • Read agent serverReads a Relativity agent server.
  • Read analytics serverReads a Relativity analytics server.
  • Read cache location serverReads a Relativity cache-location server.
  • Read file repository serverReads a Relativity file-repository server.
  • Read resource serverReads a Relativity resource server.
  • Read services serverReads a Relativity services server.
  • Read SQL distributed serverReads a Relativity distributed SQL server.
  • Read SQL primary serverReads a Relativity primary SQL server.
  • Read web API forms auth serverReads a Relativity forms-auth Web API server.
  • Read web API serverReads a Relativity Web API server.
  • Read web API windows auth serverReads a Relativity Windows-auth Web API server.
  • Read web background processing serverReads a Relativity web background-processing server.
  • Read web distributed forms auth serverReads a Relativity forms-auth distributed web server.
  • Read web distributed serverReads a Relativity distributed web server.
  • Read web distributed windows auth serverReads a Relativity Windows-auth distributed web server.
  • Read web forms auth serverReads a Relativity forms-auth web server.
  • Read web serverReads a Relativity web server.
  • Read web windows auth serverReads a Relativity Windows-auth web server.
  • Read worker manager serverReads a Relativity worker-manager server.
  • Read worker serverReads a Relativity worker server.
Indexes30
  • Copy dt search indexCopies one dtSearch index.
  • Create conceptual indexCreates a Conceptual Analytics (LSI) index.
  • Create dt search indexCreates a dtSearch full-text index.
  • Activate conceptual indexActivates a Conceptual Analytics index.
  • Activate dt search indexActivates a built dtSearch index.
  • Deactivate conceptual indexDeactivates a Conceptual Analytics index.
  • Deactivate dt search indexTakes an active dtSearch index offline.
  • Move dt search indexMoves one dtSearch index.
  • Swap dt search indexesSwaps old and new search providers.
  • Update conceptual indexUpdates a Conceptual Analytics index.
  • Update dt search indexUpdates a dtSearch index's settings.
  • Check dt search saved search contains long text fieldChecks whether a searchable set contains a long-text field.
  • Get conceptual index statusReads a Conceptual Analytics index's status.
  • Get dt search current index details tableGets the current sub-index table count.
  • Get dt search default alphabet fileGets the default alphabet file text for a workspace.
  • Get dt search default noise words fileGets the default noise-words file text for a workspace.
  • Get dt search index option detailsGets alphabet and noise-word option health for an index.
  • Get dt search index statisticsGets size, document-count, and build statistics for an index.
  • Get dt search index statusReads a dtSearch index's build status and live job progress.
  • List dt search index sharesLists index-share locations available to a workspace.
  • List dt search indexesLists all dtSearch indexes in a workspace.
  • List dt search sub index detailsLists detail rows for an index's sub-indexes.
  • Query dt search current index details tableQueries the current sub-index table count with typed filters.
  • Query dt search indexesLists dtSearch indexes matching typed filters.
  • Read conceptual indexReads one Conceptual Analytics index.
  • Read dt search indexReads one dtSearch index.
  • Read dt search index with metadataReads one dtSearch index with provider metadata options.
  • Delete conceptual indexDeletes one Conceptual Analytics index.
  • Delete dt search indexDeletes one dtSearch index.
  • Delete dt search sub indexesDeletes selected dtSearch sub-indexes.
Reports29
  • Generate usage reportStarts generation of one usage report.
  • Submit staging reportSubmits a new folder/file staging-storage report job.
  • Cancel staging reportCancels an in-flight staging-report job.
  • Download billable summary fileDownloads the billable summary CSV for one container/date.
  • Download staging reportDownloads a finished staging report.
  • Download usage reportDownloads a completed report.
  • Get billable summary directory detailsDrills into a container/date/path for billable detail rows.
  • Get billing hierarchy lookupLists billing hierarchy identifiers at a selected level.
  • Get billing month detailsRetrieves allocation, usage, and priced metrics for one billing month.
  • Get billing package consumptionReads free and purchased package consumption for an instance metric.
  • Get billing products and packages availabilityChecks whether extended billing products and packages are available for an instance and month.
  • Get latest billable summary reportsReturns the most-recent billable summary per container.
  • Get reviewer actions by hourReturns hourly reviewer action counts.
  • Get reviewer choicesReturns reviewer coding-choice distributions.
  • Get reviewer document action countsReturns reviewer document-action counts.
  • Get reviewer statisticsReturns the reviewer summary report.
  • Get reviewer usage timesReturns reviewer active-usage durations.
  • Get staging report statusPolls a staging-report job for its current state.
  • Get total reviewed document sizesReturns reviewed-text byte totals.
  • Get usage report detailsReads generated report columns and rows while internalizing provider pages.
  • Get usage report metadataRetrieves the report metric origins and fields available to the tenant.
  • List billable summary reportsLists historical billable storage summary reports.
  • List billing available packagesLists package allocations and overage rates available for an instance and month.
  • List billing available productsLists extended products available for an instance and month.
  • List billing product configurationsRetrieves dated product configuration values.
  • List staging reportsLists existing staging-report jobs for an instance.
  • List usage reportsLists every report returned by the fixed unpaged endpoint.
  • Read usage reportReads one report's lifecycle metadata by ID.
  • Delete usage reportPermanently removes one usage report.
Saved searches23
  • Copy keyword searchDuplicates a keyword search and returns the copy details.
  • Create keyword searchCreates a reusable keyword search in a Relativity workspace.
  • Create search containerCreates a folder-like container for saved searches.
  • Move keyword searchMoves a keyword search into another search container.
  • Move search containerMoves a saved-search container under another container.
  • Update keyword searchChanges an existing keyword search definition.
  • Update search containerChanges an existing saved-search container.
  • Get advanced search view infoReturns available advanced-search view fields and view permission.
  • Get filtered search container treeReturns saved-search tree items matching a name condition.
  • Get filtered search container tree by filterReturns saved-search tree items matching advanced filter criteria.
  • Get keyword search access statusReturns access information for a keyword search and folder path.
  • Get keyword search email linkReturns a mailto link for a keyword search.
  • Get search container treeReturns children for expanded saved-search container nodes.
  • List child search containersLists direct child containers of a saved-search container.
  • List dt search saved searchesLists saved searches eligible as dtSearch searchable sets.
  • List keyword searchesQueries matching keyword searches, up to an optional limit.
  • List search container itemsLists the searches and child containers in a saved-search container.
  • List search containersQueries matching saved-search containers, up to an optional limit.
  • Query workspace eligible saved searchesQueries saved searches eligible for workspace creation.
  • Read keyword searchRetrieves a keyword search definition by Artifact ID.
  • Read search containerRetrieves a saved-search container by Artifact ID.
  • Delete keyword searchPermanently deletes a keyword search by Artifact ID.
  • Delete search containerPermanently deletes a saved-search container by Artifact ID.
Users23
  • Create userAdds an administrator-managed user.
  • Save user login profileSaves a user's login-method profile.
  • Update userModifies an administrator-managed user.
  • Update user settingsModifies the current user's own settings.
  • Get billing usersRetrieves users and their billable status for a billing month.
  • Get current user settingsReads the current user's settings.
  • Get userReads a single user by Artifact ID.
  • Get workspace current userReads the current user in a workspace.
  • List active usersLists active users in a workspace.
  • List advanced search view created by usersLists users who created saved searches in a workspace.
  • List advanced search view modified by usersLists users who modified saved searches in a workspace.
  • List advanced search view ownersLists users who own saved searches in a workspace.
  • List all usersLists all users in a workspace, optionally including deleted users.
  • List available user typesLists all available user types.
  • List group workspace membersLists the users in a group with workspace permissions.
  • List keyword search ownersLists users who can own keyword searches in a workspace.
  • List usersLists the users in a workspace.
  • List users with accessLists workspace users with Relativity access.
  • Query client usersQueries users associated with one client.
  • Query usersFilters, orders, and pages the users in a workspace.
  • Read user login profileReads a user's login-method profile.
  • Verify bulk user invitationsChecks selected users before bulk invitation.
  • Delete userDeletes an administrator-managed user.
Permissions21
  • Create permissionCreates a workspace permission instance.
  • Set group item permissionsSets a group's permissions on a specific item.
  • Set group workspace permissionsSets a group's workspace-level permissions.
  • Set item level securitySets item-level security for a single artifact.
  • Set role assignmentsBatch-assigns and/or revokes roles for groups on a node.
  • Update permissionUpdates a workspace permission instance.
  • Check admin permissions selectedChecks admin permissions for the current user.
  • Check group item permissions selectedChecks item-level permissions for a group.
  • Check group permissions selectedChecks type-level permissions for a group.
  • Check item permissions selectedChecks item-level permissions for the current user.
  • Check items permissions selectedChecks permissions across multiple artifacts.
  • Check type permissions selectedChecks type-level permissions for the current user.
  • Check workspace accessReports whether the current user can access a workspace.
  • Get group item permissionsReads a group's permissions on a specific item.
  • Get group workspace permissionsReads a group's workspace-level permissions.
  • Get item level securityReads item-level security for a single artifact.
  • List item level securityBatch-reads item-level security for many artifacts.
  • List role assignmentsLists the role assignments on a node or the instance.
  • Query permissionsQueries workspace permission instances with a filter.
  • Read permissionReads a single workspace permission instance by ID.
  • Delete permissionDeletes a workspace permission instance by ID.
Documents19
  • Mass copy documentsCopies a query-defined document/object set under a target parent.
  • Bulk edit documentsBulk-sets field values across a query-defined document set.
  • Bulk replace documentsFind-and-replaces or appends text across a document set field.
  • Mass move documentsMoves a query-defined document/object set into a destination folder.
  • Get default download handler URLReads the instance's default download-handler URL.
  • Get document imaging statusReads one document's imaging status.
  • Get processing document metadata by file IDRetrieves one document's metadata by processing file ID.
  • Get processing documents metadataRetrieves metadata for a batch of documents.
  • Get processing file pathsRetrieves stored file paths for logical document IDs.
  • Get production document conflictsReads documents in conflict for a production.
  • Get publishable document countCounts publishable documents for a selector.
  • List discovered processing document i dsRetrieves processing-file IDs matching an expression.
  • List discovered processing documentsRetrieves discovered documents matching an expression.
  • Pivot discovered processing documentsAggregates discovered documents by one or two properties.
  • Read native typeReads one native file type's imaging configuration.
  • Tally documentsTallies distinct field values across a document set.
  • Confirm file deletionConfirms deletion of processed files from a prior request.
  • Mass delete documentsPermanently removes a query-defined document/object set.
  • Retry processing document deletionRetries deletion of processing documents.
Productions19
  • Create productionCreates an unstaged Relativity production set.
  • Create production placeholderCreates a placeholder image/text for withheld documents.
  • Set production restrictionSets the workspace production-restriction saved search.
  • Update production placeholderUpdates a production placeholder.
  • Find produced productions from documentsFinds compact prior-production records for document IDs.
  • Get eligible reproductionsLists productions eligible for a re-production type.
  • Get produced productions by tokenGets compact prior-production records by provider token.
  • Get production defaultsReads server-defined production field defaults.
  • Get production placeholder defaultsReads server-defined production-placeholder defaults.
  • Get production prerun checkValidates whether one production can run.
  • Get production progressReads staging and branding progress for one production.
  • Get production reproductionsLists re-productions associated with one production.
  • Get production restrictionReads the workspace production-restriction saved search.
  • Get production status detailsReads provider-defined status details for one production.
  • List productionsLists every production in a workspace.
  • Read productionReads a production by Artifact ID.
  • Read production placeholderReads a production placeholder by Artifact ID.
  • Delete productionDeletes a production by Artifact ID.
  • Delete production placeholderDeletes a production placeholder by Artifact ID.
Groups17
  • Create groupAdds a user group.
  • Add group membersAdds users to a group.
  • Mass add users to groupsAdds users to multiple groups.
  • Mass remove users from groupsRemoves users from multiple groups.
  • Remove group membersRemoves users from a group.
  • Update groupModifies a user group.
  • Get groupReads a single group's advanced metadata by Artifact ID.
  • Is group item memberChecks if a specific user in a group can access an item.
  • List group item membersLists the users in a group who can access an item.
  • Query client groupsQueries groups associated with one client.
  • Query eligible group clientsQueries for clients eligible to associate with a group.
  • Query eligible group membersQueries for users eligible to add to a group.
  • Query eligible groupsQueries for groups eligible to add a user.
  • Query group membersLists the users in a group.
  • Query groups by userLooks up the groups a given user belongs to.
  • Query workspace eligible groupsQueries groups eligible for workspace creation.
  • Delete groupDeletes a user group.
Choices14
  • Create choiceCreates a field choice.
  • Mass create choicesCreates a hierarchy of field choices.
  • Mass update choicesUpdates names and colors for choices on one field.
  • Move choicesMoves choices to a list boundary or after another choice.
  • Sort choicesAlphabetically sorts choices on a field.
  • Update choiceUpdates a field choice.
  • List choice colorsLists supported choice highlight colors.
  • List choice parentsLists valid parents for a choice.
  • List choices for fieldLists the choices available for a workspace field.
  • List field choice parentsLists valid parents for a field's choices.
  • Read choiceRetrieves choice metadata.
  • Delete choiceRemoves a field choice.
  • Mass delete choicesDeletes multiple choices.
  • Remove all structured analytics choicesRemoves every Structured Analytics choice in a workspace.
Errors14
  • Create errorLogs a Relativity error record and can optionally send its notification.
  • Create error and notifyLogs a Relativity error record and sends its notification.
  • Get dt search index errorsRetrieves per-document indexing errors for a dtSearch index.
  • Get export job errorsRetrieves artifact-level errors from an export job.
  • Get import item errorsRetrieves row-level errors for an import data source.
  • Get processing document error historyRetrieves a processing file's error history.
  • Get processing job exception countCounts job exceptions for one processing set.
  • Get production branding errorsLists branding failures for one production.
  • Get production staging errorsReads staging failures for one production.
  • Get publish job errorsRetrieves errors from the last publish job for a selector.
  • Get structured analytics document errorsRetrieves per-document errors for a Structured Analytics job.
  • Get structured analytics set errorsRetrieves set-level errors for a Structured Analytics job.
  • Query structured analytics document errorsRetrieves filtered document errors for a Structured Analytics job.
  • Delete production document conflictsPermanently removes conflict records for one production.
Files13
  • Download audit dump fileDownloads one named audit dump file.
  • Download discovered processing document CSVDownloads a prepared discovered-document CSV.
  • Download document fileDownloads a document file by GUID.
  • Download long textStreams one object's long-text field.
  • Download native documentDownloads a document's native file.
  • Download nisted processing documentsDownloads the provider's nisted-document list.
  • Get document file infoRetrieves document file metadata.
  • Get files to deleteRetrieves the batch of processed files eligible for deletion.
  • Get import error load file pathReads the fileshare path of a source's error-only load file.
  • Get production imagesLists a production's produced image files.
  • Get production previewDownloads one production preview.
  • List audit dump filesLists the named files produced by an audit dump job.
  • List production images for documentsLists produced image files for selected documents.
Folders12
  • Create folderCreates a workspace folder, optionally beneath a parent folder.
  • Move folderMoves a folder and its contents beneath another workspace folder.
  • Update folderRenames or reparents an existing workspace folder.
  • Get folder access statusReturns whether a folder exists and can be viewed by the caller.
  • Get folder treeReturns the folder hierarchy with selected and expanded nodes.
  • Get workspace root folderReturns the root folder of a workspace.
  • List child foldersReturns the direct children of a workspace folder.
  • List foldersQueries matching workspace folders, up to an optional limit.
  • List staging containersLists the staging containers visible to the caller.
  • List staging directoriesLists directories beneath one staging container path.
  • Delete import source parent folderDeletes the source load file's parent folder.
  • Delete unused foldersDeletes every empty folder in a workspace.
Workspaces12
  • Create workspaceStarts an asynchronous Relativity workspace creation job from a template and matter configuration.
  • Retry workspace failed create event handlersRetries failed handlers from workspace creation.
  • Update workspaceUpdates a workspace's configuration via the Workspace Service.
  • Get import workspace default locationReads the workspace's default import upload location.
  • Get workspace metaGets the writable and unsupported workspace field metadata.
  • Get workspace summaryReads a workspace's document count and total file size.
  • List workspace SQL full text languagesLists SQL full-text languages eligible for workspace creation.
  • List workspace statusesLists statuses eligible for workspace creation.
  • Query workspace eligible templatesQueries templates eligible for workspace creation.
  • Query workspaces by groupQueries workspaces accessible to a fixed Relativity group.
  • Read workspaceReads a workspace via the Workspace Service (fully typed).
  • Move workspace to cold storageMoves a workspace to Environment V1 cold storage.
Data sources11
  • Add import sourceRegisters a staged load file as a data source on an import job.
  • Create production data sourceAdds a data source to a production.
  • Update production data sourceUpdates a production data source.
  • Get import source detailsReads one import source's current settings and state.
  • Get production data source defaultsReads server-defined production data-source defaults.
  • List import sourcesLists the source identifiers attached to an import job.
  • List processing source location pathsLists processing source paths in a workspace.
  • Read processing data sourceReads a processing data source by ID.
  • Read production data sourceReads a production data source by Artifact ID.
  • Validate processing data source deletionChecks whether a processing data source can be deleted.
  • Delete production data sourceDeletes a production data source by Artifact ID.
Clients10
  • Create clientCreates a top-level client organization.
  • Request client domain activation keyCreates an activation key for a client domain.
  • Retry client domain activationRetries a failed client-domain activation.
  • Submit client domain activation keyActivates a client domain with its key.
  • Update clientUpdates one top-level client organization.
  • List client eligible statusesLists statuses eligible for client creation and updates.
  • List workspace eligible clientsLists clients eligible for workspace creation.
  • Query workspace eligible clientsQueries clients eligible for workspace creation.
  • Read clientReads one top-level client organization.
  • Delete clientDeletes one top-level client organization.
Tabs10
  • Create tabCreates a workspace navigation tab.
  • Set group tab visibilityUpdates which tabs are visible to a group in a workspace.
  • Update tabUpdates a workspace navigation tab.
  • Get group tab visibilityReads which tabs are visible to a group in a workspace.
  • Get tab metadataReads workspace tab metadata.
  • List eligible tab parentsReads tabs eligible to parent another tab.
  • List tab navigationReads the workspace tab navigation tree.
  • List tabs view orderReads the workspace tab ordering view.
  • Read tabReads a single workspace navigation tab by artifact ID.
  • Delete tabDeletes a workspace navigation tab.
Batches9
  • Create batch setCreates a review batch set.
  • Create batchesCreates batches for a batch set.
  • Check in batchCheckinBatch checks in a review batch.
  • Check out batchCheckoutBatch assigns and checks out a review batch.
  • Update batch setUpdates a review batch set.
  • Read batchReads a review batch.
  • Read batch setReads a review batch set.
  • Delete batch setDeletes a review batch set.
  • Purge batchesPurges batches from a batch set.
Objects9
  • Create objectCreates a new Relativity Dynamic Object instance.
  • Update long text from streamReplaces an object's long-text field using bytes stored.
  • Update objectUpdates coding/field values on a document or RDO.
  • Export objectsExports documents or RDOs selected by a Relativity query.
  • Get dependency listPreviews dependents affected by deleting objects.
  • Query objectsSearches documents/RDOs by a Relativity condition expression.
  • Query objects slimSearches documents/RDOs returning lightweight column rows.
  • Read objectReads a single Relativity document or RDO.
  • Delete objectDeletes a document or RDO and reports cascaded deletions.
Resource pools9
  • Create resource poolCreates an instance-scoped Relativity resource pool.
  • Add resource pool membersAdds resources to a resource pool.
  • Remove resource pool membersRemoves resources from a resource pool.
  • Update resource poolSets an instance-scoped Relativity resource pool's configuration.
  • Get dt search resource pool worker countGets dtSearch worker availability counts.
  • List workspace resource poolsLists resource pools eligible for workspace creation.
  • Query associated resource pool membersQueries the resources associated to a resource pool.
  • Read resource poolReads a Relativity resource pool.
  • Delete resource poolPermanently removes an instance-scoped Relativity resource pool by ID.
Agents8
  • Create agentCreates a Relativity background agent in a workspace.
  • Update agentSets a Relativity background agent's configuration by ID.
  • List agent typesDiscovers the agent types available in a workspace.
  • Read agentReads a Relativity background agent.
  • Validate create agent instance limitChecks the instance limits that apply when creating agents.
  • Validate delete agent instance limitChecks the instance limits that apply when deleting an agent.
  • Validate update agent instance limitChecks the instance limits that apply when updating an agent.
  • Delete agentPermanently removes a Relativity background agent by ID.
Object types8
  • Create object typeCreates a Relativity Dynamic Object type.
  • Update object typeUpdates a Relativity Dynamic Object type.
  • List available multi associative object typesLists object types usable by a multiple-object field.
  • List available parent object typesLists valid parents for a new object type.
  • List available single associative object typesLists object types usable by a single-object field.
  • List object typesLists object types available for field creation.
  • Read object typeRetrieves Dynamic Object type metadata.
  • Delete object typeRemoves a Relativity Dynamic Object type.
Resource files8
  • Create resource fileCreates a Relativity resource file (binary attached to a library application).
  • Commit resource file contentsAssociates staged contents with a resource file.
  • Update resource fileUpdates a Relativity resource-file's metadata by Artifact ID.
  • Upload resource file contentsStages bytes and returns a contents key.
  • Upsert resource fileCreates or updates a resource file identified by file name.
  • Download resource file contentsDownloads a Relativity resource file's bytes.
  • Read resource fileReads a Relativity resource file by Artifact ID.
  • Delete resource fileDeletes a Relativity resource file by Artifact ID.
Audits7
  • Revert auditReverts a single audit action (undo a coding/edit change).
  • Revert audit massReverts an array of audit actions in a single batch call.
  • Get auditFetches a single audit-log entry by AuditID and timestamp.
  • Get audit metricsRetrieves aggregate audit metrics for a workspace.
  • Query audit logSearches a workspace's audit records via the self-describing query.
  • Query audit log slimSearches a workspace's audit records via the slim positional variant.
  • Validate audit revertPre-flights a single audit revert without mutating state.
Imaging sets7
  • Create imaging setCreates an imaging set binding a profile to a data source.
  • Hide imaging setHides an imaging set's images from review.
  • Release imaging setReleases an imaging set's images for review.
  • Update imaging setUpdates one imaging set.
  • Get imaging set statusReads imaging set/job status and document-level counts.
  • Read imaging setReads one imaging set.
  • Delete imaging setDeletes one imaging set.
Matters7
  • Create matterCreates a Relativity matter and returns its Artifact ID.
  • Update matterUpdates a Relativity matter by Artifact ID.
  • List workspace eligible matter statusesLists matter statuses eligible for workspace creation.
  • Query client mattersQueries matters associated with one client.
  • Query workspace eligible mattersQueries matters eligible for workspace creation.
  • Read matterReads a Relativity matter by Artifact ID.
  • Delete matterDeletes a Relativity matter by Artifact ID.
Processing sets7
  • Create processing data sourceCreates a data source for a processing set.
  • Create processing setCreates a processing set in a workspace.
  • Update processing data sourceUpdates a data source's input path or numbering.
  • Update processing setUpdates a processing set's name, profile, or recipients.
  • Get processing set document aggregatesReads published-document totals grouped by processing set.
  • Get processing set summaryReads a processing set's job-state summary.
  • Read processing setReads a processing set by ID.
Pivots6
  • Create pivot profileCreates a reusable pivot profile in a workspace.
  • Update pivot profileUpdates a reusable pivot profile in a workspace.
  • Execute ad hoc pivotRuns an ad-hoc pivot query with Pivot-specific GroupBy and PivotOn field references.
  • Execute audit pivotRuns the audit service's V1 pivot criteria against a workspace.
  • Execute pivot profileRuns a saved pivot profile against a document/object set.
  • Export pivot dashboardRenders a pivot dashboard and persists the exported file.
Processing filters6
  • Create processing filterCreates an expression filter over data-source documents.
  • Update processing filterUpdates an existing filter's name, sources, or expression.
  • Get processing filter resultRetrieves the document population a filter matches.
  • List processing filtersLists all processing filters in a workspace.
  • List processing filters by data sourceLists filters associated with one processing data source.
  • Delete processing filterDeletes a processing filter from a workspace.
Applications5
  • Get application install statusReads the current state of a library-application install.
  • List eligible applications for resource fileLists the applications a resource file may be attached to.
  • List library applicationsLists all Relativity library applications in a workspace.
  • Read library applicationReads a Relativity library application by ID.
  • Validate application installValidates a .rap package without committing it.
Automated workflows5
  • Register automated workflow actionUpserts an Automated Workflow Action.
  • Register automated workflow triggerUpserts an Automated Workflow Trigger.
  • List automated workflow actionsLists every registered action version in a workspace.
  • List automated workflow triggersLists every registered trigger version in a workspace.
  • Run automated workflow expressionEvaluates an AW Language expression for debugging.
Custodians5
  • Create processing custodianCreates a custodian in a workspace.
  • Update processing custodianUpdates a custodian's details.
  • List active custodiansLists active legal-hold custodian summaries across a workspace.
  • List preservation custodiansRetrieves Artifact IDs of custodians on a legal-hold project's preservation set.
  • Read processing custodianReads a processing custodian by ID.
Imaging profiles5
  • Create basic imaging profileCreates a basic imaging profile.
  • Create native imaging profileCreates a native imaging profile.
  • Update imaging profileUpdates one imaging profile.
  • Read imaging profileReads one imaging profile.
  • Delete imaging profileDeletes one imaging profile.
Annotations4
  • Create annotationsSaves new highlights or redactions for a document markup set.
  • Update annotationsSaves changes to existing highlights or redactions.
  • Read annotationsRetrieves all annotations for a document and markup set.
  • Delete annotationsPermanently deletes selected annotations from a document markup set.
Instances4
  • Get max mass imaging job sizeReads the environment's maximum mass-imaging job size.
  • List federated instancesLists all federated Relativity instances.
  • Read federated instanceReads a single federated Relativity instance by name.
  • Read instance settingReads a Relativity instance setting by Artifact ID.
Auth providers3
  • Update auth provider typeEnables or disables an authentication protocol.
  • List auth provider typesLists authentication protocols.
  • Read auth provider typeReads an authentication protocol.
Messages3
  • Dismiss message of the day for userDismisses the message of the day for one user.
  • Set message of the dayUpdates the instance-wide message-of-the-day banner.
  • Get message of the dayReads the instance-wide message-of-the-day banner.
Credentials2
  • List workspace eligible azure credentialsLists Azure credentials eligible for a resource pool.
  • List workspace eligible azure file system credentialsLists Azure file-system credentials eligible for a resource pool.
Emails2
  • Send bulk user invitationsSends invitations to selected users.
  • Send user invitationSends an invitation to one user.
Holds2
  • Acknowledge hold on behalfAcknowledges a legal-hold communication on behalf of one or more custodians.
  • Check legal hold installedReports whether Legal Hold is installed in a workspace and summarizes install status.
Lists2
  • Create list from queryPersists a query result as a new named Relativity List.
  • Replace list from queryReplaces an existing Relativity List with a query result.
Notifications2
  • Send notificationSends an email notification through Relativity.
  • Trigger automated workflow notifierNotifies Automated Workflows that a registered trigger fired.
More1
  • Create collectionCreates a collection job over selected source instances and entities.

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

Visit relativity.com

How to automate Relativity

  1. Connect Relativity to Caddi

    Allow

    1Sign in to Relativity

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

  2. Automate new matter & workspace setup in Relativity.

    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

Relativity integrations

Connect Relativity 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 Relativity

Why teams automate Relativity

Relativity is the system of record for eDiscovery and litigation review at large firms and legal departments. Caddi AI Agents automate 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.

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 pattern
    1. Relativity
    2. Microsoft Outlook
    3. iManage

    Caddi 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 pattern
    1. Relativity
    2. iManage
    3. Salesforce

    Caddi 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 pattern
    1. Relativity
    2. Microsoft Outlook
    3. Adobe Acrobat

    Caddi 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 pattern
    1. Relativity
    2. Microsoft Outlook
    3. Harvey
    4. iManage

    The 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. 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.

How do I find what to automate in Relativity?

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 Relativity

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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.