AI-native automation

Connect Aderant and Gmail 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

Caddi can…
AderantLegal
Caddi can…
GmailProductivity
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Aderant and Gmail together

  • 01

    Send email in Gmail when new time entry in Aderant.

    Caddi watches Aderant for new time entry and send email in Gmail — no copy-paste, no missed records.

  • 02

    Create matter in Aderant when new email in Gmail.

    Caddi watches Gmail for new email and create matter in Aderant so the two systems stay in lockstep.

  • 03

    Reply to email in Gmail from Aderant events.

    When invoice generated happens in Aderant, Caddi reply to email in Gmail with the right context attached.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Actions Caddi can take across Aderant and Gmail

  • 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.

  • Gmail

    New email

    Triggers when a new email arrives in your inbox.

  • Gmail

    New email matching search

    Triggers on new emails matching a Gmail search query.

  • Gmail

    New label applied

    Triggers when a new label is applied to a message.

  • Gmail

    Send email

    Send a new email from your Gmail account.

  • Gmail

    Reply to email

    Reply to an existing email thread.

  • Gmail

    Send email with attachments

    Send an email with one or more attached files.

  • Gmail

    Apply label

    Add a label to a message or move it between folders.

Common questions

How does Caddi connect Aderant and Gmail?

Aderant and Gmail 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 Gmail 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 Gmail to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Aderant + Gmail 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 Gmail?

Drop your work email and we'll show you Caddi running end-to-end against Aderant, Gmail, and the rest of your stack.