AI-native automation
Automate work across
Aderant and 
CASEpeerwith Caddi AI Agents.
Automate anything you do across Aderant, CASEpeer, 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 CASEpeer
Connect Aderant to Caddi
Allow1Sign in to Aderant
One click with your own Aderant login. No API keys.
Connect CASEpeer to Caddi
Allow2Sign in to CASEpeer
The same click again. Both tools are connected.
Create case in CASEpeer when new time entry in Aderant.
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Screenshare the job, or type it in chat. Change it any time.
- Running
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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 CASEpeer together
In a law firm the work between Aderant and CASEpeer 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 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.
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. 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 CASEpeer 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 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 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 CASEpeer 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 CASEpeer?
Drop your work email and we'll show you Caddi running end-to-end against Aderant, CASEpeer, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.