- Automations
- Aderant + Bill.com
AI-native automation
Automate work across
Aderant and
Bill.comby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.


See it on your stack
See Caddi run Aderant and Bill.com 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.
- 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
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.
Practical ways to use Aderant and Bill.com together
- 01
Keep Aderant and Bill.com in lockstep.
Caddi listens for changes on either side and writes the matching update to the other — your team stops keeping two systems in sync by hand.
Actions Caddi can take across Aderant and Bill.com
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.
Common questions
How does Caddi connect Aderant and Bill.com?
Aderant and Bill.com 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 Bill.com 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 Bill.com to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Aderant + Bill.com 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 Bill.com?
Drop your work email and we'll show you Caddi running end-to-end against Aderant, Bill.com, and the rest of your stack.





