- Automations
- Aderant + Google Docs
AI-native automation
Automate work across
Aderant and
Google Docsby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
Help me automate approved-draft to signature in Aderant and Google Docs. Caddi builds the loop and runs it.


See it on your stack
See Caddi run Aderant and Google Docs 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.
- 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 · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You teach it the job once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use Aderant and Google Docs together
- 01
Create document in Google Docs when new time entry in Aderant.
Caddi watches Aderant for new time entry and create document in Google Docs — no copy-paste, no missed records.
- 02
Create matter in Aderant when new document in Google Docs.
Caddi watches Google Docs for new document and create matter in Aderant so the two systems stay in lockstep.
- 03
Append text in Google Docs from Aderant events.
When invoice generated happens in Aderant, Caddi append text in Google Docs with the right context attached.
Actions Caddi can take across Aderant and Google Docs
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.
Google DocsNew document
Triggers when a new doc is created in a folder.
Google DocsDocument updated
Triggers when an existing doc is edited.
Google DocsCreate document
Create a new Google Doc with a title and starter content.
Google DocsAppend text
Append text to the end of an existing doc.
Google DocsReplace text
Find-and-replace all occurrences of a string in a doc.
Google DocsCreate from template
Generate a doc from a template with merge fields.
Common questions
How does Caddi connect Aderant and Google Docs?
Aderant and Google Docs 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 Google Docs 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 Google Docs to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Aderant + Google Docs 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 Google Docs?
Drop your work email and we'll show you Caddi running end-to-end against Aderant, Google Docs, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.




