Meet Caddi in personADVISE AIOct 20–22AI for Mid-Sized LawNov 5Legal InnovatorsNov 17–18

AI-native automation

Automate work across8x8 and Aderantby teaching Caddi like a new hire.

Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.

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8x8Productivity
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AderantLegal

See it on your stack

See Caddi run 8x8 and Aderant together.

Discover, automate and govern the work between 8x8 and Aderant

Caddi AI Agents find the repetitive handoffs between 8x8 and Aderant, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.

  1. 01

    Discover

    Caddi AI Agents watch how work moves between 8x8 and Aderant and rank the repetitive handoffs by the hours they would give back, with the evidence attached. On this pair that usually starts with keep 8x8 and Aderant in lockstep.

  2. 02

    Automate

    Show them the 8x8 and Aderant task once, the way you would train a new hire. They build it as verified code and run it across both tools, and any other tool the job touches.

  3. 03

    Govern

    Every automation is reviewed before it runs in production. Every run across 8x8 and Aderant is logged and replayable, and anything unusual is flagged to a person instead of guessed.

Help me automate prebill prep + routing in 8x8 and Aderant. Caddi builds the loop and runs it.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations

Practical ways to use 8x8 and Aderant together

In a law firm the work between 8x8 and Aderant is organized by matter: the right client, the right matter, the right people on it. Caddi carries that context through every step, so nothing is filed against the wrong case.

  • 01

    Keep 8x8 and Aderant in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.

Actions Caddi can take across 8x8 and Aderant

  • Aderant

    New time entry

    Triggers when a timekeeper posts time against a matter.

  • Aderant

    Invoice generated

    Triggers when an Aderant invoice is finalized.

  • Aderant

    Matter opened

    Triggers when a new matter is opened in Aderant.

  • Aderant

    Create matter

    Open a new Aderant matter with client, billing, and intake fields.

  • Aderant

    Post time entry

    Record a timekeeper's time against a matter and activity code.

  • Aderant

    Create invoice

    Generate an invoice for one or more matters.

  • Aderant

    Update client

    Push contact, billing, or conflicts data back into the client record.

Common questions

How does Caddi connect 8x8 and Aderant?

8x8 and Aderant just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against 8x8 and Aderant end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect 8x8 and Aderant to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first 8x8 + Aderant loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Does this work for law firms?

Yes. Caddi runs 8x8 and Aderant with the matter as the unit of work, so documents, time, and communications land against the right client and matter rather than in a general folder. Firms most often start with intake, document filing, or billing prep.

Ready to automate 8x8 and Aderant?

Drop your work email and we'll show you Caddi running end-to-end against 8x8, Aderant, and the rest of your stack.