AI-native automation

Connect Aderant and Airtable 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

Caddi can…
AderantLegal
Caddi can…
AirtableProductivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Aderant and Airtable together

  • 01

    Create record in Airtable when new time entry in Aderant.

    Caddi watches Aderant for new time entry and create record in Airtable — no copy-paste, no missed records.

  • 02

    Create matter in Aderant when new record in Airtable.

    Caddi watches Airtable for new record and create matter in Aderant so the two systems stay in lockstep.

  • 03

    Update record in Airtable from Aderant events.

    When invoice generated happens in Aderant, Caddi update record in Airtable with the right context attached.

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

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Actions Caddi can take across Aderant and Airtable

  • 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.

  • Airtable

    New record

    Triggers when a new record is added to a table or view.

  • Airtable

    Record updated

    Triggers when an existing record is modified.

  • Airtable

    Create record

    Add a new record to a table with field values.

  • Airtable

    Update record

    Modify fields on an existing record by ID or formula match.

  • Airtable

    Find record

    Search a table with a formula and return matching rows.

  • Airtable

    Delete record

    Remove a record by ID.

Common questions

How does Caddi connect Aderant and Airtable?

Aderant and Airtable 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 Airtable 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 Airtable to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Aderant + Airtable 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 Airtable?

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