AI-native automation
Automate work across
Aderant and 
AdvicePayby 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.
Help me automate charge-to-CRM reconciliation in Aderant and AdvicePay. Caddi builds the loop and runs it.
See it on your stack
See Caddi run Aderant and AdvicePay together.
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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Aderant and AdvicePay together
- 01
Create invoice in AdvicePay when new time entry in Aderant.
Caddi watches Aderant for new time entry and create invoice in AdvicePay — no copy-paste, no missed records.
- 02
Create matter in Aderant when new payment received in AdvicePay.
Caddi watches AdvicePay for new payment received and create matter in Aderant so the two systems stay in lockstep.
- 03
Process payment in AdvicePay from Aderant events.
When invoice generated happens in Aderant, Caddi process payment in AdvicePay with the right context attached.
Actions Caddi can take across Aderant and AdvicePay
- 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.
- AdvicePay
New payment received
Triggers when a client makes a payment via AdvicePay.
- AdvicePay
New invoice issued
Triggers when a new invoice is created for a client.
- AdvicePay
New agreement signed
Triggers when a client signs a billing agreement.
- AdvicePay
Subscription renewed
Triggers when a recurring subscription renews.
- AdvicePay
Create invoice
Generate a one-off invoice or billing statement for a client.
- AdvicePay
Process payment
Run a card or ACH charge against an existing contact.
- AdvicePay
Issue refund
Refund a previous payment in full or part.
- AdvicePay
Create subscription
Spin up a recurring subscription for an advisor's client.
- AdvicePay
Update client
Update a client's contact, billing, or compliance details.
Common questions
How does Caddi connect Aderant and AdvicePay?
Aderant and AdvicePay 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 Aderant and AdvicePay 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 Aderant and AdvicePay to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Aderant + AdvicePay 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.
Ready to automate Aderant and AdvicePay?
Drop your work email and we'll show you Caddi running end-to-end against Aderant, AdvicePay, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.