- Automations
- Aderant + Airtable
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


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.
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 Airtable
AderantNew time entry
Triggers when a timekeeper posts time against a matter.
AderantInvoice generated
Triggers when an Aderant invoice is finalized.
AderantMatter opened
Triggers when a new matter is opened in Aderant.
AderantCreate matter
Open a new Aderant matter with client, billing, and intake fields.
AderantPost time entry
Record a timekeeper's time against a matter and activity code.
AderantCreate invoice
Generate an invoice for one or more matters.
AderantUpdate client
Push contact, billing, or conflicts data back into the client record.
AirtableNew record
Triggers when a new record is added to a table or view.
AirtableRecord updated
Triggers when an existing record is modified.
AirtableCreate record
Add a new record to a table with field values.
AirtableUpdate record
Modify fields on an existing record by ID or formula match.
AirtableFind record
Search a table with a formula and return matching rows.
AirtableDelete 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.




