AI-native automation
Automate work across
Aderant and 
Attiowith Caddi AI Agents.
Automate anything you do across Aderant, Attio, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Aderant and Attio
Connect Aderant to Caddi
Allow1Sign in to Aderant
One click with your own Aderant login. No API keys.
Connect Attio to Caddi
Allow2Sign in to Attio
The same click again. Both tools are connected.
Create or update record in Attio when new time entry in Aderant.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
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 Aderant and Attio together
In a law firm the work between Aderant and Attio 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
Create or update record in Attio when new time entry in Aderant.
Caddi watches Aderant for new time entry and create or update record in Attio. No copy-paste, no missed records.
- 02
Create matter in Aderant when new record in Attio.
Caddi watches Attio for new record and create matter in Aderant so the two systems stay in lockstep.
- 03
Add to list in Attio from Aderant events.
When invoice generated happens in Aderant, Caddi add to list in Attio with the right context attached.
Actions Caddi can take across Aderant and Attio
- 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.
- Attio
New record
Triggers when a person, company or custom-object record is created.
- Attio
Record updated
Triggers when an attribute on a record changes.
- Attio
List entry added
Triggers when a record is added to a list or pipeline.
- Attio
Stage changed
Triggers when a list entry moves to a new stage.
- Attio
Create or update record
Create a record or update it if it already exists.
- Attio
Add to list
Add a record to a list or pipeline at a given stage.
- Attio
Create note
Attach a note to a record.
- Attio
Create task
Create a task linked to a record, with an assignee and due date.
Common questions
How does Caddi connect Aderant and Attio?
Aderant and Attio 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 Attio 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 Attio to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Aderant + Attio 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 Aderant and Attio 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 Aderant and Attio?
Drop your work email and we'll show you Caddi running end-to-end against Aderant, Attio, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.