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AI-native automation

Automate work acrossAderant and Google Sheetswith Caddi AI Agents.

Automate anything you do across Aderant, Google Sheets, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Aderant and Google Sheets

  1. Connect Aderant to Caddi

    Allow

    1Sign in to Aderant

    One click with your own Aderant login. No API keys.

  2. Connect Google Sheets to Caddi

    Allow

    2Sign in to Google Sheets

    The same click again. Both tools are connected.

  3. Add row in Google Sheets when new time entry in Aderant.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

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 Google Sheets together

In a law firm the work between Aderant and Google Sheets 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

    Add row in Google Sheets when new time entry in Aderant.

    Caddi watches Aderant for new time entry and add row in Google Sheets. No copy-paste, no missed records.

  • 02

    Create matter in Aderant when new row in Google Sheets.

    Caddi watches Google Sheets for new row and create matter in Aderant so the two systems stay in lockstep.

  • 03

    Update row in Google Sheets from Aderant events.

    When invoice generated happens in Aderant, Caddi update row in Google Sheets with the right context attached.

Actions Caddi can take across Aderant and Google Sheets

  • 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.

  • Google Sheets

    New row

    Triggers when a new row is added to a sheet.

  • Google Sheets

    Row updated

    Triggers when an existing row is modified.

  • Google Sheets

    Add row

    Append a new row to a sheet.

  • Google Sheets

    Update row

    Modify cells in an existing row.

  • Google Sheets

    Find row

    Search a sheet by column value and return matching rows.

  • Google Sheets

    Clear range

    Empty a specified range of cells.

Common questions

How does Caddi connect Aderant and Google Sheets?

Aderant and Google Sheets 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 Sheets 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 Sheets to other tools too?

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

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