AI-native automation
Connect Aderant and CASEpeer 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 CASEpeer together
- 01
Create case in CASEpeer when new time entry in Aderant.
Caddi watches Aderant for new time entry and create case in CASEpeer — no copy-paste, no missed records.
- 02
Create matter in Aderant when new case in CASEpeer.
Caddi watches CASEpeer for new case and create matter in Aderant so the two systems stay in lockstep.
- 03
Create contact in CASEpeer from Aderant events.
When invoice generated happens in Aderant, Caddi create contact in CASEpeer 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 CASEpeer
- 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.
- CASEpeer
New case
Triggers when a new case is created in CasePeer.
- CASEpeer
Case stage changed
Triggers when a case advances to a new stage.
- CASEpeer
New intake
Triggers when a new lead enters the intake pipeline.
- CASEpeer
Create case
Open a new CasePeer case with client, incident, and intake fields.
- CASEpeer
Create contact
Add a contact (client, witness, opposing party) to a case.
- CASEpeer
Add note
Log a timestamped note against a case.
- CASEpeer
Update case stage
Advance a case to the next stage with optional owner change.
Common questions
How does Caddi connect Aderant and CASEpeer?
Aderant and CASEpeer 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 CASEpeer 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 CASEpeer to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Aderant + CASEpeer 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 CASEpeer?
Drop your work email and we'll show you Caddi running end-to-end against Aderant, CASEpeer, and the rest of your stack.