AI-native automation
Connect Aderant and Adobe Sign with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Aderant and Adobe Sign together
- 01
Send agreement for signature in Adobe Sign when new time entry in Aderant.
Caddi watches Aderant for new time entry and send agreement for signature in Adobe Sign — no copy-paste, no missed records.
- 02
Create matter in Aderant when agreement completed in Adobe Sign.
Caddi watches Adobe Sign for agreement completed and create matter in Aderant so the two systems stay in lockstep.
- 03
Use template in Adobe Sign from Aderant events.
When invoice generated happens in Aderant, Caddi use template in Adobe Sign with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Aderant and Adobe Sign
- 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.
- Adobe Sign
Agreement completed
Triggers when all signers have completed an agreement.
- Adobe Sign
Agreement sent
Triggers when an agreement is sent for signature.
- Adobe Sign
Agreement declined
Triggers when a signer declines an agreement.
- Adobe Sign
Send agreement for signature
Send a document or template out for e-signature.
- Adobe Sign
Use template
Send an agreement built from a reusable widget or template.
- Adobe Sign
Download signed PDF
Download the executed PDF and certificate of completion.
- Adobe Sign
Send reminder
Nudge signers who haven't completed yet.
Common questions
How does Caddi connect Aderant and Adobe Sign?
Aderant and Adobe Sign just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Aderant and Adobe Sign end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Aderant and Adobe Sign to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Aderant + Adobe Sign 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Aderant and Adobe Sign?
Drop your work email and we'll show you Caddi running end-to-end against Aderant, Adobe Sign, and the rest of your stack.