Cross-System Review, Redline & File
Built for Litigation Support Teams.
Find the relevant email, pull the documents, upload and label them in Relativity, run a redline in Harvey, and file the result back to the DMS, reducing manual handoffs for litigation teams.
The manual work this replaces
A paralegal spends hours moving documents between email, the review platform, the AI redline tool, and the DMS by hand, with naming and labeling drift at every step.
How the automation runs
This process runs a document from inbox to filed redline across four systems. It locates the relevant email and attachments in Outlook, pulls the documents, uploads and labels them into the correct Relativity workspace and folder, sends the draft to Harvey for redlining, and files the marked-up version back to the right matter in the DMS, then notifies the responsible attorney.
What changes after Caddi
A workflow that spans four systems and normally takes hours runs hands-free, with documents labeled, redlined, and filed consistently.
Want Cross-System Review, Redline & File automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.