AI-native automation
Automate work across
Aderant and 
Black Diamondwith Caddi AI Agents.
Automate anything you do across Aderant, Black Diamond, 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 Black Diamond
Connect Aderant to Caddi
Allow1Sign in to Aderant
One click with your own Aderant login. No API keys.
Connect Black Diamond to Caddi
Allow2Sign in to Black Diamond
The same click again. Both tools are connected.
Generate report in Black Diamond 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 Black Diamond together
- 01
Generate report in Black Diamond when new time entry in Aderant.
Caddi watches Aderant for new time entry and generate report in Black Diamond. No copy-paste, no missed records.
- 02
Create matter in Aderant when report generated in Black Diamond.
Caddi watches Black Diamond for report generated and create matter in Aderant so the two systems stay in lockstep.
- 03
Find account in Black Diamond from Aderant events.
When invoice generated happens in Aderant, Caddi find account in Black Diamond with the right context attached.
Actions Caddi can take across Aderant and Black Diamond
- 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.
- Black Diamond
Report generated
Triggers when a performance or review report finishes rendering.
- Black Diamond
Account updated
Triggers when an account's holdings, value, or details change.
- Black Diamond
New account added
Triggers when a new account is added to a household.
- Black Diamond
Billing run completed
Triggers when a fee billing run finishes for the period.
- Black Diamond
Generate report
Run a performance, holdings, or review report for a household.
- Black Diamond
Find account
Look up an account or household by name, ID, or custodian.
- Black Diamond
Export performance data
Pull performance, positions, or billing figures for a date range.
- Black Diamond
Update household
Write household or account metadata back to Black Diamond.
Common questions
How does Caddi connect Aderant and Black Diamond?
Aderant and Black Diamond 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 Black Diamond 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 Black Diamond to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Aderant + Black Diamond 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 Black Diamond?
Drop your work email and we'll show you Caddi running end-to-end against Aderant, Black Diamond, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.