Automate ShareFile with Caddi
Built for professional services teams.
ShareFile is the secure-collection layer at many firms. Caddi runs the work that happens before the upload (request) and after (classify, file, update).
The work around ShareFile is where time disappears.
ShareFile keeps client documents safe — but it doesn't tell you what's in them, where they should land, or who needs to know. Caddi does all three.
Loops Caddi runs against ShareFile
Client request + collection
Recommended patternCaddi generates the personalized ShareFile request, sends it to the client, and tracks completion.
Inbound classification + filing
Recommended patternWhen documents land in ShareFile, Caddi classifies them, applies the firm's metadata, and files them in the DMS or matter system.
Completion notify + record update
Recommended patternWhen a ShareFile request completes, Caddi updates the source record and notifies the owner that the docs are in.
Caddi + ShareFile, in practice
Inbound triage
Watch ShareFile for new items, classify them, and route the right data to the right downstream system — CRM, matter system, or storage.
Cross-tool data sync
Keep ShareFile in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using ShareFile alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right ShareFile update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating ShareFile
Does Caddi have a real ShareFile integration?
Yes. Caddi runs verified code against ShareFile's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for ShareFile is reviewed before it runs in production.
Do I need engineering help to automate ShareFile with Caddi?
No. You demonstrate the workflow once — clicking through ShareFile 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 ShareFile 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 ShareFile with no model in the loop.
Can Caddi connect ShareFile 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 ShareFile, 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 ShareFile?
Drop your work email and we'll show you Caddi running end-to-end against ShareFile and the rest of your stack.